Anaplan Excellent for Sales Planning and Data Automation
July 15, 2025

Anaplan Excellent for Sales Planning and Data Automation

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

Overall Satisfaction with Anaplan

We use Anaplan for Sales Operations, primarily for revenue forecasting, but also for a variety of sales planning activities, such as quota planning, account clean-ups, in-year account movements, territory assignment changes, and sales performance evaluation. Anaplan serves a single source-of-truth for all these activities, providing users worldwide a single portal for their work, with views and data access governed by model administrators (preventing exposure to unauthorized data). Anaplan also provides a greatly flexible and agile platform, where tools can adapt to our ever-changing and deeply specific needs while having the capacity to undergo rapid iterations.

Pros

  • Agile development
  • Data security
  • Auditability
  • ETL
  • Multidimensional calculations

Cons

  • Real-time data streaming vs. batch processing
  • Front-end UX design
  • Anaplan has enabled a level of forecasting that would have been impossible in other tools or offline Excel files
  • Enables end users worldwide to work with datasets of at least 36M, enabling quality inputs by end users and allowing us to enforce data validations
  • Five Production models deployed globally are sourced from a singular Development environment, which creates easy standardization of model architecture and drives standard work
Anaplan has a fairly high barrier to entry when it comes to model building. Thankfully there is are robust online learning resources and a community to help get builders off the ground. Anaplan has also made it much easier to accomplish data engineering work using easy-to-use interfaces within the Anaplan environment, meaning model administrators do not need to know how to write in a scripting language to set up and automate data pipelines and scheduled jobs.

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 does very well in scenarios that require the exchange of multiple spreadsheets, where files have to be collected and collated from a number of stakeholders, where multiple source datasets need to be synthesized to perform a task, where versions of data files must be coordinated and kept up-to-date, and where large numbers of users need to interact with a dataset simultaneously. Anaplan is also well-suited to tasks or projects that require rapid iteration or are prone to changes in requirements.

Anaplan is not as well suited for situations that require robust reporting or dashboarding. While Anaplan has some reporting capabilities, dedicated BI tools (e.g. Tableau) will provide richer capabilities.

Anaplan Feature Ratings

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

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