A powerful and flexible tool for planning and reporting
October 20, 2021

A powerful and flexible tool for planning and reporting

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

Overall Satisfaction with Anaplan

We use Anaplan for a variety of finance use cases, including budgeting, management reporting, and long-range planning. One example of a problem Anaplan addressed was numerous excel files that were difficult to keep consistent in [the] process or roll up to summary reporting in a timely manner. Anaplan's real-time nature and cloud-based dashboards that can be used across the department keep everyone on the same page and with updated information.
  • Real-time updates - An entry on one dashboard will automatically flow to other relevant areas of the model
  • Continuous improvement of the product based on feedback from customers
  • Ease of use for both end users and model builders
  • The new UX does not handle transaction drill-downs the same as the classic UX and should be brought to parity with the old setup.
  • The system can lock for several minutes for minor errors from a model builder, such as writing a true/false formula without updating the format to boolean.
  • Flexibility - We can make changes in-house based on changing business needs
  • Real-time updates
  • Customization to handle our unique needs
  • Each dashboard often saves hours of work per week or month for the individuals that used to have to recreate such dashboards manually on a recurring basis.
  • The budget window has reduced significantly because it is easier to plan and roll up results across our account and organization hierarchy.
  • We were able to move to more metric-based planning, requiring less manual work and improving accuracy.

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

Anaplan is extremely capable of handling a large organization's reporting and planning needs, but it could be less appropriate for a small company due to the pricing.

Anaplan Feature Ratings

Long-term financial planning
10
Financial budgeting
10
Forecasting
9
Scenario modeling
9
Management reporting
10
Financial data consolidation
9
Journal entries and reports
Not Rated
Local and consolidated reporting
9
Detailed Audit Trails
7
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
Not Rated
Personalized dashboards
10
Color-coded scorecards
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
Flat file integration
10
Excel data integration
9
Direct links to 3rd-party data sources
8
Customizable dashboards
10
Publish to PDF
9
Report Versioning
6
Role-Based Security Model
10
Responsive Design for Web Access
10
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated