Anaplan for Higher Ed - Highly Recommend!
Updated June 23, 2025

Anaplan for Higher Ed - Highly Recommend!

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

Overall Satisfaction with Anaplan

Anaplan addresses a wide range of issues from financial planning to demand planning to sales performance management. In my current role, I am focused on financial planning across different institutions, though I have also used it successfully for sales performance management. It is a fully connected planning platform, which allows users to enter details concurrently and see results in real time.

Pros

  • Integrated Planning
  • Flexible Building
  • End user experience

Cons

  • License Management for large user bases (1,000+)
  • Syncing only certain features instead of the full model
  • Reporting on App Administration
  • Flexibility
  • Ease of Use
  • Interconnectivity
  • Reduced turnaround time for planning
  • Stay up to date with real time changes
  • More visibility into planning numbers and workflows
Anaplan is easy for users to navigate. It has a wide variety of features that are easy for the end user to use. It is also easy for people to learn the backend system to make updates to existing models and create new models. The backend system mirrors Excel in some ways, so it's intuitive for people to pick up without needing to know how to code.
In a prior role, we also evaluated OneStream, but the end users chose Anaplan due to its flexibility and end user experience. Demos of both software systems were seen and selection was based on that.

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 most planning scenarios. I recommend its use for a wide variety of planning use cases - basically anything that is in spreadsheets can be built better in Anaplan. That being said, Anaplan is not a data warehouse. I would not recommend using it to store or translate large sets of data.

Anaplan Feature Ratings

9.6
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
8
5.0
Financial data consolidation
5
Journal entries and reports
5
Local and consolidated reporting
5
Detailed Audit Trails
5
9.7
Financial Statement Reporting
10
Management Reporting
9
Excel-based Reporting
10
10.0
Personalized dashboards
10
Color-coded scorecards
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
9.0
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
9
9.0
Customizable dashboards
9
Ad-hoc Reporting ()
Not Rated
8.5
Publish to PDF
9
Report Versioning
8
Data Discovery and Visualization ()
Not Rated
8.0
Role-Based Security Model
7
Report-Level Access Control
9
8.0
Responsive Design for Web Access
8
Mobile Application
8
Dashboard / Report / Visualization Interactivity on Mobile
8

Using Anaplan

50 - Sales
Delivery

Anaplan Training

  • Online Training
Anaplan provides free on-demand training on Anaplan Community that walks you through building your own model and updating formulas, building lists, building modules, etc.

Using Anaplan

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Budgeting and Forecasting
  • Long Range Planning
  • Grant Planning
  • Tuition Planning
  • Workforce Planning
  • N/A
Yes, but I don't use it

Comments

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