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Great Solution for Planning & Forecasting
December 28, 2021

Great Solution for Planning & Forecasting

Joe McLoughlin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

As an Anaplan Partner, we implement finance solutions for
clients across a wide variety of industries. Solutions that I have implemented
include P&L forecasting and budgeting tools, workforce expense and staffing
forecast tools, close & consolidations solutions, long-range planning
tools, and many others. Across industries and use cases, Anaplan consistently
helps our clients increase collaboration, reduce the time needed for planning,
and optimize their specific processes.
  • Real time calculations.
  • Customization to easily fit an organization’s specific needs.
  • Dynamic models can easily accommodate changing business needs.
  • Connected models can improve multiple teams’ efficiency.
  • Workflow features and email notifications have room for improvement.
  • Workspace size can be an issue for extremely large data sets.
  • Real time calculations.
  • Formula-based development.
  • Easy auditability.
  • Dynamic, custom-fit security access down to the single cell level of detail.
  • Anaplan has a great training path for new model builders.
  • Reduced time needed for budgeting & forecasting.
  • For organizations with multiple models: more collaboration between teams like FP&A, HR, Sales, Accounting, etc.

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

I would absolutely recommend Anaplan for anyone
who is interested in improving their planning and forecasting processes. I have
personally seen Anaplan make a huge difference to teams across many industries.
Anaplan can be tailor-fit to specific planning requirements, and its real-time
calculations can really help teams with reducing the time they need to spend on
planning and forecasting. In many cases, Anaplan’s strengths in developing
what-if scenario planning also open teams to new ways of planning that haven’t
been available to them before.

Anaplan Feature Ratings

9.6
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
8
9.0
Financial data consolidation
9
Journal entries and reports
9
Local and consolidated reporting
8
Detailed Audit Trails
10
8.3
Financial Statement Reporting
9
Management Reporting
8
Excel-based Reporting
8
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
10.0
Responsive Design for Web Access
10
Mobile Application
10
Dashboard / Report / Visualization Interactivity on Mobile
10