Flexible planning
December 20, 2021

Flexible planning

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

Overall Satisfaction with Anaplan

We create models that address processes such as forecast, territory and quota planning, and reimbursement calculations. The variety of implementations are then connected in a streamlined process where each model serves as a data source for the next one. For example, forecasted figures are then used as a starting point for the territory and quota planning. The benefit of using Anaplan is that we have one aligned approach across geographies and divisions. The data quality is improved compared to [the] old excel-based process.
  • The system offers customization that can help companies have models specific to their needs.
  • The system is scalable. It allows for [the] addition of new geographies, people without [the] need for new development.
  • Results are visible in a short period of time. You can build a working demo model in a matter of hours.
  • The new user interface should be improved, as it lacks some of the benefits the old interface had. For example, the amount of data that can be visualized.
  • Automated e-mail notifications are currently lacking. The notifications that exist can only be triggered manually.
  • Cloud based
  • Single source of truth
  • Customization
  • Data quality imrovement
  • Processes done quicker
  • More accurate forecasting

Do you think Anaplan delivers good value for the price?

Not sure

Are you happy with Anaplan's feature set?

Yes

Did Anaplan live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Anaplan go as expected?

Yes

Would you buy Anaplan again?

Yes

Anaplan offers great solutions when it comes to sales forecasting. It offers built-in functionalities that offer [a] seamless transition between historical and future periods. The user can quickly review past performance and make a judgment on what [...] future performance might be. Based on this, the user can make adjustments inside Anaplan that are quickly visible to other people in the process. The data can quickly be translated to [a] higher level for VPs to quickly understand the bigger picture and overall trends.

Anaplan Feature Ratings

Long-term financial planning
9
Financial budgeting
8
Forecasting
9
Scenario modeling
10
Management reporting
8
Financial data consolidation
9
Journal entries and reports
6
Local and consolidated reporting
9
Detailed Audit Trails
6
Financial Statement Reporting
7
Management Reporting
8
Excel-based Reporting
7
Personalized dashboards
7
Color-coded scorecards
8
Cost and profitability analysis
7
Key Performance Indicator setting
9
Flat file integration
8
Excel data integration
8
Direct links to 3rd-party data sources
6
Customizable dashboards
8
Publish to PDF
6
Report Versioning
8
Role-Based Security Model
9
Responsive Design for Web Access
9
Mobile Application
4
Dashboard / Report / Visualization Interactivity on Mobile
4