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Anaplan is the tool for FP&A Transformation
Updated April 15, 2022

Anaplan is the tool for FP&A Transformation

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

Overall Satisfaction with Anaplan

Anaplan is being leveraged as a consolidation engine to facilitate financial planning and forecasting across our entire finance organization. This allows our corporate FP&A team to capitalize on a leveraged model, gathering inputs from business-aligned Finance teams within a structured environment. This tool helps us to empower collaboration and data integrity and has massive calculation power for large data sets. We had stretched Excel to its capacity so it was critical that we shift to a more robust solution.
  • Calculation: In real time
  • Security: Highly customizable down to the cell level of input.
  • Flexibility: Very configurable to the requirements of any given use case. Not a list of canned options.
  • History log Mining: Data exists but not always in a highly usage fashion.
  • Formula auto-complete functionality similar to Excel.
  • Native model to model integration has improved but I would like to see more options for workflow.
  • Show history
  • Bulk copy
  • Dynamic cell access
  • Variance reporting empowered through line item subsets.
  • Lower dependency on tech resources.
  • Less manual work effort to consolidate Excel based forecasts.
  • Requires dedicated resources within the business for admin.

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

Really an excellent tool for highly detailed and complex planning activities such as personnel planning at the position level. Has the ability to bring together inputs from multiple data sources that feed to a unified calculation that can then be reviewed and adjusted at a rolled-up level for end users. Less well suited for gathering large volumes of manual inputs, often these are gathered in Excel and then uploaded into the tool.

Anaplan Feature Ratings

10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
Not Rated
Not Rated
Financial data consolidation
Not Rated
Journal entries and reports
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
Not Rated
Financial Statement Reporting
Not Rated
Management Reporting
Not Rated
Excel-based Reporting
Not Rated
8.0
Personalized dashboards
8
Color-coded scorecards
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
8.5
Flat file integration
10
Excel data integration
Not Rated
Direct links to 3rd-party data sources
7
9.0
Customizable dashboards
9
Ad-hoc Reporting ()
Not Rated
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Data Discovery and Visualization ()
Not Rated
10.0
Role-Based Security Model
10
10.0
Responsive Design for Web Access
10
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

Using Anaplan

500 - Finance
10 - Integration developer, UX Designer, Anaplan Model Builders
  • Compensation Forecasting
  • Chargebacks
  • Treasury and Tax