Zero Code Cloud Native Planning & Forecasting Tool
Updated December 12, 2023

Zero Code Cloud Native Planning & Forecasting Tool

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

Overall Satisfaction with Anaplan

We use Anaplan for Financial Planning & Analysis [as well as] Customer Success & Collections. There are 25+ active models addressing different business use cases. To name a few, Capex forecasting, Opex forecasting, Headcount & Personal Spend forecasting, Balance Sheet forecasting, Cash flow forecasting, P&L forecasting, Collections forecasting, Management Reporting, etc.

Pros

  • Empowers business users to reduce dependency on IT teams
  • Cloud native product
  • Short implementation time
  • Excellent training content for self-paced online training
  • Zero code

Cons

  • Enable robotic process automation features
  • Sizing becomes an issue for newbie model builders
  • New user interface
  • Application lifecycle management
  • Zero code calculation logic build
  • User acceptance & adoption
  • Ease of use
  • Quick implementation time
Ease of use, intuitive design, business user friendly, quick implementation time

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

SAP BPC (Business Planning and Consolidation)
Well suited for Financial Planning & Analysis, Territory & Quota, Commissions, Collections, etc. Not so good for financial closing, costing, Bill of materials planning, Routing, etc.

Anaplan Feature Ratings

10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
7.0
Financial data consolidation
5
Journal entries and reports
5
Local and consolidated reporting
8
Detailed Audit Trails
10
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
10.0
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10
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
Report-Level Access Control
Not Rated
10.0
Responsive Design for Web Access
10
Dashboard / Report / Visualization Interactivity on Mobile
10

Using Anaplan

3000 - FP&A, Customer Support Group, Sales Finance
20 - Majority are Non-technical business users. A few on IT team with expertise in data integration
  • Budgeting
  • Forecasting
  • Sales Planning
  • T&Q
  • Automated Data Refresh (ADR) dashboard
  • Access provisioning automation workflow
  • ML based forecasting
  • Conversational Automation
  • Generative AI

Evaluating Anaplan and Competitors

Yes - SAP Business Planning & Consolidation (BPC)
  • Cloud Solutions
  • Ease of Use
Go with Anaplan again

Comments

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