Anaplan as a flexible planning tool
October 01, 2025

Anaplan as a flexible planning tool

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

Anaplan helps eliminate the offline files created by different teams during the financial planning process. The result is that users have one source of truth with the real-time view, so there are not multiple versions of different files flowing from one team/user to another. Another benefit is that the process is unified based on the previously defined and agreed logic, and everybody follows the same steps and calculations. This helps to build more precise and suitable plans based on the same sources in a predefined timeline.

Pros

  • Real-time collaboration
  • User friendly interface
  • Easy developoment
  • Flexibility
  • Scalability

Cons

  • Missing versioning
  • Lack of partial deployment
  • Multi-filtering
  • Long rollback times
  • Faster planning process
  • One source of truth
  • Real-time collaboration
  • In-house implementation and updates
  • More precise and transparent planning
Anaplan is a very flexible, scalable, and easy-to-use tool. Companies can use it to develop their processes in-house, which can help reduce costs, customize the solution, lower reaction times, and maintain control over the processes and logic. So, overall, the Anaplan tool can help improve various areas. However, it still lacks some essential functionalities that could enhance the experience on both the end-user's and developer's sides.

Do you think Anaplan delivers good value for the price?

Not sure

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 best suited for the planning process that require specific steps executed by different users/teams and at the same time real-time collaboration between these members. Specific scenarios for Anaplan are mainly Financial planning, Sales planning, Budgeting, Business simulations. Less appropriate are mainly the scenarios which require extremely high granularity or are just short-term or one-off analysis. The reason is the size of the model, impact on performance and time of the setup.

Anaplan Feature Ratings

8.8
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
9
Management reporting
5
Not Rated
Financial data consolidation
Not Rated
Journal entries and reports
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
5.0
Financial Statement Reporting
Not Rated
Management Reporting
5
Excel-based Reporting
5
5.7
Personalized dashboards
4
Color-coded scorecards
4
Cost and profitability analysis
9
Key Performance Indicator setting
Not Rated
8.0
Flat file integration
10
Excel data integration
Not Rated
Direct links to 3rd-party data sources
6
4.0
Customizable dashboards
4
Ad-hoc Reporting ()
Not Rated
Not Rated
Publish to PDF
Not Rated
Data Discovery and Visualization ()
Not Rated
9.0
Role-Based Security Model
9
Report-Level Access Control
9
Not Rated
Responsive Design for Web Access
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

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