New to Anaplan
May 08, 2017

New to Anaplan

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

Overall Satisfaction with Anaplan

We're currently implementing Anaplan as our budgeting and forecasting tool for FP&A. It's helping to make our forecasting process more robust than the previous system we had.
  • The flexibility the system allows is really great. It's been helpful to be able to design a system that fits our needs and not have to have workarounds in order to make our process fit into a system.
  • You can maintain the system within your team and don't need IT or someone with a technical skill set to be the system admin.
  • It's a tool that can be used in other areas of the business. I see a future for fully integrating the companywide analysis we do.
  • Reporting, Reporting, Reporting!! I feel like this is a very big weakness in Anaplan.
  • Being able to highlight several cells and then being able to see the sum or average etc.
  • Being able to group rows or columns so that you can expand or not instead of just hiding rows or columns.
  • Formatting isn't great within Anaplan so adding more of those options/capabilities [would be good].
  • Creating a native ETL tool.
  • Improvements on error message when formulas aren't correct. More flexibility in formula text editor.
We ultimately picked Anaplan because it allowed us the flexibility that we needed as well as we could see how there were other use cases for the tool.
I would say it would depend on the size and complexity of what the company is trying to do.

Anaplan Feature Ratings

Financial budgeting
8
Forecasting
8
Scenario modeling
8
Management reporting
2
Detailed Audit Trails
8
Financial Statement Reporting
6
Management Reporting
2
Excel-based Reporting
2
Personalized dashboards
8
Color-coded scorecards
7
Cost and profitability analysis
7
Key Performance Indicator setting
7
Flat file integration
8
Excel data integration
2
Direct links to 3rd-party data sources
3