Anaplan great for automating processes to streamline complexity
Anonymous | TrustRadius Reviewer
May 06, 2016

Anaplan great for automating processes to streamline complexity

Score 8 out of 10
Vetted Review
Verified User
Review Source

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
7
Color-coded scorecards
7
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Benchmarking with external data
Not Rated
Flat file integration
8
Excel data integration
8
Direct links to 3rd-party data sources
Not Rated

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