Anaplan great for automating processes to streamline complexity
May 06, 2016

Anaplan great for automating processes to streamline complexity

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • Anaplan for Sales

Overall Satisfaction with Anaplan

It's used by the entire sales organization to orchestrate the commissions plans and payout. We went from managing all our commissions on a spreadsheet to automating it in a consistent way on Anaplan. Previously, the commissions process was error-prone and provided limited visibility to the individual reps. Now, there's more visibility and accuracy. The set up process is longer than Excel but we had a good third party vendor help us implement the solution. It is more costly than Excel but provides better long-term scalability.
  • Flexibility to move between different time periods with the field selectors
  • Flexibility to see different pivots/views of the data instantly
  • Different levels of access to different data
  • Formula fields cannot be easily overwritten
  • Reports with standard text with field values don't appear professional (same fonts) or seamless
  • In one dashboard, you con't have flexibility to hide certain lines for some people
It provides scalability for the future when we implement forecasting, territory planning and budgeting.
I have not had enough experience with it other than with commission planning. It is suitable for commission planning for a large organization with a few standard plans. For a smaller company, the value of implementation cost and time may not justify the benefits from automation of a few plans.

Anaplan Feature Ratings

Personalized dashboards
Color-coded scorecards
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Benchmarking with external data
Not Rated
Flat file integration
Excel data integration
Direct links to 3rd-party data sources
Not Rated

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