Anaplan--A much-needed and extremely powerful product for complex modeling and planning purposes
December 29, 2021

Anaplan--A much-needed and extremely powerful product for complex modeling and planning purposes

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

Overall Satisfaction with Anaplan

At
Okta, we use Anaplan for complex modeling and financial planning (budgeting and
forecasting). With the NUX feature, the users can use it comfortably. The FP&A
team can plan and forecast very effectively to actual data. We also use Anaplan in sales ops for managing sales commissions and sales representatives' details.
  • Very powerful and extremely efficient product for FP&A planning purposes
  • The NUX dashboards with time filters and user filters
  • Much better than its competitor products for planning purposes
  • Formula not inundated and unable to use extensions line A+ for easier readability in new model experience
  • Very powerful and extremely efficient product for FP&A planning purposes
  • The NUX dashboards with time filters and user filters
  • Very effective data modeling capability using multi dimensions of data is needed
  • More users are now able to use Anaplan for FP&A and the forecast data is closer to the actual data
  • Sales ops team is able to forecast commissions for sales reps very closely
Anaplan is such
a wonderful and powerful product. The
NUX dashboards with time filters and user filters are much
better than competitor products for planning purposes. The
kind of professional services support we get at Okta from Anaplan is great. Our customer success manager has been very responsive and helpful. Great partnership! We are able to achieve anything needed for planning using Anaplan.

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 where complex levels of data modeling and multiple dimensioning of data is needed. For example, workforce planning (headcount planning for every intersection of cost center/department, country). Another example is cost center budget report (this reporting done by cost center, GL account, country, versions and currency (fx rate)). It is very less appropriate where data modeling and multidimensioning is not needed.

Anaplan Feature Ratings

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