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Review of Anaplan
Updated November 15, 2023

Review of Anaplan

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

Overall Satisfaction with Anaplan

Anaplan is used across the organization in multiple different use cases, including compensation forecasting, profitability, expense forecasting, and much more. The business problems it is mainly addressing the providing a consolidated and consistent platform for users to conduct the business forecasting process. Each business unit does the forecast in a different manner and the challenge was getting them to do something consistently and effectively.
  • Multi-dimensional analysis allows you to gather more insights.
  • The table layouts are familiar to business users.
  • Speed and execution of calculations is pretty much instant.
  • Better workflow functionality.
  • Additional data integration options.
  • More AI abilities.
  • Ability to instantly see downstream effects from changing drivers.
  • Dashboard reporting.
  • Multi-scenario planning.
  • Increased productivity.
  • Work hours saved.
  • New forecasting abilities.

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 well suited for work that is repeatable and does not change many forecasts to forecast. Work that is handled in excel and does not change cycle to cycle is an ideal candidate for Anaplan. Anaplan is challenging to use if your organization goes through many re-orgs, structural hierarchy changes, or if the outputs required to change often.

Anaplan Feature Ratings

10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
9.8
Financial data consolidation
10
Journal entries and reports
10
Local and consolidated reporting
10
Detailed Audit Trails
9
10.0
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
10.0
Personalized dashboards
10
Color-coded scorecards
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
9.7
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
9
10.0
Customizable dashboards
10
Ad-hoc Reporting ()
Not Rated
10.0
Publish to PDF
10
Report Versioning
10
Data Discovery and Visualization ()
Not Rated
10.0
Role-Based Security Model
10
8.7
Responsive Design for Web Access
10
Mobile Application
8
Dashboard / Report / Visualization Interactivity on Mobile
8

Using Anaplan

Anaplan is primarily used by Sales Operations and Sales organizations for their annual planning processes. Our sales operations users are the power users of Anaplan, while our sales organization represent the typical end business users.
8 - Our organization has 8 technical resources to support the Anaplan models for our sales operation business unit. 100% of our technical Anaplan staff have their Anaplan solution architect certifications. Most of the team members previously were in Anaplan consulting with various experience in different business functions including, finance, hr, supply chain, and sales operation planning.
  • Sales Territory Planning
  • Headcount Planning
  • Quota Planning
  • We use Anaplan to track hierarchy changes to the companies in our CRM.
  • Financial Planning
Anaplan is a critical system and tool utilized for the business' annual planning processes. The tool provides leverage and unlocks a new level of collaboration to our sales operation and sales teams, enabling them to accomplish their work more efficiently while providing a more pleasant user experience than using offline spreadsheets.