Anaplan Review from a Finance Professional in Tech
November 10, 2017

Anaplan Review from a Finance Professional in Tech

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

Overall Satisfaction with Anaplan

Anaplan is still currently being used by Finance only but I can see how other departments like Sales Operations could benefit from the usage of Anaplan.
  • I think that Anaplan is good for workforce planning. The strength is that once you have the raw data of the personnel, one could upload the sheet for a more automated output.
  • It is at times difficult to trouble shoot. It would be nice to have better references to the source cells.
We use another software to do budgeting but designed it like a spreadsheet. In theory, Anaplan is more powerful because you can input one formula which can populate different timelines. I feel that Anaplan's strength is that you do not have to duplicate entries.
Anaplan would be great if you have a plugin to your data source. For example, if you wanted booking information sourced directly from Salesforce. As long as the raw data is correct, there is far less maintenance to arrive at the output.

Anaplan Feature Ratings

Long-term financial planning
9
Financial budgeting
6
Forecasting
7
Scenario modeling
8
Management reporting
6
Financial data consolidation
Not Rated
Journal entries and reports
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
Financial Statement Reporting
Not Rated
Management Reporting
Not Rated
Excel-based Reporting
Not Rated
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Flat file integration
Not Rated
Excel data integration
Not Rated
Direct links to 3rd-party data sources
8