Great planning tool with strong customization capabilities.
July 01, 2025

Great planning tool with strong customization capabilities.

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

Overall Satisfaction with Anaplan

Using Anaplan Trade Promotion Management tool in the company at global scale. It facilitates forecasting of margins and profitability. It also provides seamless approval workflow.

Pros

  • Hierarchical setup
  • Scenario planning
  • Forecasting
  • Data modeling

Cons

  • More flexibility on UX designing.
  • Managing sparse data.
  • Event-based email notifications.
  • Workflow management.
  • Sped up the approval process.
  • Single source of truth for forecast across different users
  • Collaborative tool.
The features and functionality goes as far as one's imagination can go. However, we always experience workspace constraints and performance issues.

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?

I wasn't involved with the selection/purchase process

Did implementation of Anaplan go as expected?

Yes

Would you buy Anaplan again?

Yes

Anaplan is applicable if you want to perform high level what-if scenario planning. It is not applicable to be used by multiple users at the same time because it blocks the model every time another user performs an action in the app.

Anaplan Feature Ratings

8.6
Long-term financial planning
8
Financial budgeting
8
Forecasting
9
Scenario modeling
10
Management reporting
8
6.8
Financial data consolidation
5
Journal entries and reports
8
Local and consolidated reporting
7
Detailed Audit Trails
7
7.0
Financial Statement Reporting
7
Management Reporting
7
Excel-based Reporting
7
7.0
Personalized dashboards
7
Color-coded scorecards
7
Cost and profitability analysis
7
Key Performance Indicator setting
7
8.7
Flat file integration
10
Excel data integration
8
Direct links to 3rd-party data sources
8
8.0
Customizable dashboards
8
Ad-hoc Reporting ()
Not Rated
6.0
Publish to PDF
7
Report Versioning
5
Data Discovery and Visualization ()
Not Rated
10.0
Role-Based Security Model
10
Report-Level Access Control
10
5.0
Responsive Design for Web Access
5
Mobile Application
5
Dashboard / Report / Visualization Interactivity on Mobile
5

Comments

More Reviews of Anaplan

  1. Home
  2. Corporate Performance Management (CPM) Software
  3. Anaplan Reviews
  4. User Review of Anaplan