Anaplan for Sales
May 30, 2017

Anaplan for Sales

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

Anaplan is currently being used by the sales and FP&A departments for planning. Under sales, models are created to address territory planning, accounts planning, quota management, and forecasts for different job functions. FP&A use cases include capacity, bBudgetin, and forecasting. In the future, Anaplan usage is most likely to expand across different departments in the org including customer support and professional services.
  • Single consistent view of data
  • Powerful calculation engine
  • Extended modeling capabilities
  • Less dependency on IT
  • Easy to maintain hierarchies
  • Time subset is good to have
  • Multi-column sorting capability
  • Model to model connection across workspaces
Anaplan handles use cases that involves hierarchy in a much more efficient manner compared to any platform. It is also simple to use and doesn't involve much to do with coding or configuration. From a scalability standpoint, Anaplan exceeds expectations in many ways compared to others. Users do not need technical expertise or any prior experience to use the tool and self learning is not a challenge given the resources available.
In my opinion, Anaplan is well suited for any use cases that involve hierarchy. Top down and bottoms up planning or reporting can be done in Anaplan more effectively than any other tool I've worked on. Multi-dimensional modeling capabilities and a powerful calculation engine behind the scenes has made the platform unique in its own way suitable to execute use cases related to planning and forecasting.

Anaplan Feature Ratings

Long-term financial planning
8
Forecasting
6
Scenario modeling
9
Management reporting
8
Management Reporting
9
Excel-based Reporting
9
Color-coded scorecards
9
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
5