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Anaplan is a fantastic collaborative forecasting solution
Updated August 01, 2023

Anaplan is a fantastic collaborative forecasting solution

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

Overall Satisfaction with Anaplan

Our organization uses Anaplan across Supply Chain, Sales, Marketing, and Finance. We use Anaplan to help forecast sales from gross dollars all the way down to the standard margin. Anaplan helps us operationalize these forecasts in Supply Chain, and then realize these forecasts with our finance team. It is an extremely helpful tool for collaborative planning.
  • Forecasting
  • Collaboration
  • Automation
  • Integration
  • Easy to over-engineer.
  • Marketing materials always promise more than can be delivered.
  • CloudWorks limited to external sources.
  • Compensation Modeling
  • Territory & Quota Planning
  • Flexibility in Planning
  • Significant reduction in time spent transforming data.
  • Significant decrease in time spent forecasting.
  • Significant increase in collaboration across groups and use of the same data.
Anaplan can reduce modeling time from months to days. Our teams are able to now forecast multiple different scenarios quickly instead of having to tell our executive team that it will take us weeks to months to model out a specific scenario that they have questions on. We are very happy!

Do you think Anaplan delivers good value for the price?

Yes

Are you happy with Anaplan's feature set?

Yes

Did Anaplan live up to sales and marketing promises?

Yes

Did implementation of Anaplan go as expected?

Yes

Would you buy Anaplan again?

Yes

It is simple to build (point and click instead of writing code). It is fully customizable. It can be architected to build any train of logic. Therefore, it forces the business to truly understand itself when building models. So not only does Anaplan helps teams plan more effectively because it puts structure around their process, but it also allows businesses to think thru, collaborate on, and develop the logic of their business in more detailed terms.

Anaplan Feature Ratings

7.8
Long-term financial planning
9
Financial budgeting
9
Forecasting
9
Scenario modeling
8
Management reporting
4
6.8
Financial data consolidation
9
Journal entries and reports
7
Local and consolidated reporting
7
Detailed Audit Trails
4
5.3
Financial Statement Reporting
8
Management Reporting
4
Excel-based Reporting
4
6.3
Personalized dashboards
6
Color-coded scorecards
6
Cost and profitability analysis
7
Key Performance Indicator setting
6
8.7
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
8
7.0
Customizable dashboards
7
Ad-hoc Reporting ()
Not Rated
6.5
Publish to PDF
8
Report Versioning
5
Data Discovery and Visualization ()
Not Rated
9.0
Role-Based Security Model
9
Report-Level Access Control
Not Rated
7.0
Responsive Design for Web Access
9
Mobile Application
6
Dashboard / Report / Visualization Interactivity on Mobile
6

Using Anaplan

250 - Sales Operations, Sales, Finance
1 - Excel gurus!
  • Territory & Quota Planning
  • Incentive Calculations
  • Incentive Modeling
  • Modeling out compensation
  • financial forecasting

Evaluating Anaplan and Competitors

Yes - Excel
  • Cloud Solutions
  • Scalability
  • Integration with Other Systems
  • Ease of Use
We would consider the implementation partner to use earlier in the process.

Anaplan Implementation

Choose a good partner! They are key.
  • Third-party professional services
PlanFlamingo--they were fantastic!
Yes - 1) Discovery
2) 3-4, 2 week sprints
3) Testing
4) Rollout
Change management was a big part of the implementation and was well-handled - Yes! We held multiple training sessions for our users and created user guides for users to refer back to.
  • training the users

Anaplan Support

It is important to choose the right implementation & support partner!
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Every time that we have had an issue, we have received quick help!

Using Anaplan

Very easy to use!
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • dashboards
  • notifications
  • actions
  • backend modeling
Yes - very well! Connects great to the computer version too