Anaplan as a Financial Modelling tool
Updated October 22, 2025

Anaplan as a Financial Modelling tool

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

Overall Satisfaction with Anaplan

My team uses Anaplan for supply chain planning in the retail space. The product address problems that are quite different among 15+ epics with scenario planning and multi-dimensionality. The tool helps to make forecasting much easier as the team has transitioned from MS Excel, will almost all options compatible to the ones offered in Excel. We started with North America supply chain and now planning to expand to the other regions, so that the supply chain can be handled in Anaplan across the board globally.

Pros

  • multi-dimensionality
  • time ranges
  • DISCO, if the team is following the best practices from an efficiency perspective

Cons

  • Show which pages are using the modules, so that if the modules are updated we know which pages to update/check.
  • Bring in updates for a revision tag, without bringing in any other updates on the dev side.
  • Export option for revision tags
  • Standardization/automation across global markets improved >50%
  • Efficiency in terms of team-work, communication improved >60%
  • Time taken for forecasting/budgeting reduced >50%
Because of the flexibility in planning/modeling that the tool offers. The tool has helped to budget/forecast/plan/report globally across all markets, thereby standardizing across the entire organization. Tool also offers integration via different means, which add value when it comes to a variety of data sources coming together into a single platform for financial modelling.

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 works well with scenario planning when it comes to financial modelling. With its multi-dimensionality, it gives the planners a lot flexibility with the combinations/decision specifically for them. New features on NUX really makes the tool very user interactive and user friendly. Tam provides good learning courses so that you don't need a coding experience to be a good Anaplanner.

Anaplan Feature Ratings

8.6
Long-term financial planning
8
Financial budgeting
9
Forecasting
9
Scenario modeling
10
Management reporting
7
7.8
Financial data consolidation
8
Journal entries and reports
7
Local and consolidated reporting
8
Detailed Audit Trails
8
7.7
Financial Statement Reporting
9
Management Reporting
7
Excel-based Reporting
7
8.3
Personalized dashboards
7
Color-coded scorecards
8
Cost and profitability analysis
9
Key Performance Indicator setting
9
8.7
Flat file integration
9
Excel data integration
8
Direct links to 3rd-party data sources
9
7.0
Customizable dashboards
7
Ad-hoc Reporting ()
Not Rated
8.0
Publish to PDF
8
Report Versioning
8
Data Discovery and Visualization ()
Not Rated
9.0
Role-Based Security Model
9
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

100 - Finance and Supply Chain teams for their month-end close, financial planning, budgeting and consolidation.
7 - People with decent model building skills, business knowledge and attitude to figure out things when something new comes up.
  • Supply chain
  • Retail
  • Consolidation
  • Using AXL for Reporting
  • PowerPoint, Google Sheet extensions
  • Automation using APIs
The tool is very flexible and configurable/scalable, so will fit the business needs in the near future

Comments

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