Anaplan a great tool to get things done
December 03, 2025

Anaplan a great tool to get things done

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

Overall Satisfaction with Anaplan

My company uses Anaplan to achieve accurate workforce planning and forecasting. As a consultancy, we need to be able to plan for both current and future projects with the ability to move around resources with different skill sets and be adaptable when project extend or end early. This is not only important for staffing, but for also achieving and accurate financial forecast for our company. The flexibility of Anaplan allows our planning to be adaptable and accurate.

Pros

  • Flexibility: Any business case can be tackled in the tool (FPA, SPM, WFP)
  • Adaptability: You can align to changing business needs
  • Reporting: Different audiences (Exec board vs. boots on the ground planners) can get the reports they need

Cons

  • Long time to setup: When building from scratch, there is a learning curve
  • Sharing data between models can be difficult, even with ADO
  • Hierarchy structure needs clean data and can be very rigid
  • Has helped people update resource forecasts on time
  • Gives visibility to project managers on resource availability
  • Clear ownership of accounts and structure of territories for sales rep
Anaplan's usability is dependent on who is implementing the project and how clear business processes are at the beginning of the implementation. Complex business processes with many inputs and reviews will still be complicated in Anaplan; however, the UX is very flexible in how to help people through the process and there are also other items such as Workflow that can help people move through the system.
Anaplan is not a point solution. Instead of having multiple systems that each do one business process (and can only do that business process in one way), Anaplan can do many different business processes for multiple business units. Sales, Finance, HR and other parts of the business can go to one place to get their work done.

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

I've implemented a number of projects for Anaplan for Sales Performance Management use cases. It is obviously built for financial planning, but it allows for a lot of flexibility for territory and quota, ICM, sales forecasting, and other important use cases. Territory and Quota is very powerful in the tool as it organize complex assignment structures into hierarchies for easier analysis and reporting.

Anaplan Feature Ratings

9.2
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
7
Management reporting
9
10.0
Financial data consolidation
10
Journal entries and reports
10
Local and consolidated reporting
10
Detailed Audit Trails
10
10.0
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
9.3
Personalized dashboards
9
Color-coded scorecards
8
Cost and profitability analysis
10
Key Performance Indicator setting
10
6.0
Flat file integration
10
Excel data integration
5
Direct links to 3rd-party data sources
3
10.0
Customizable dashboards
10
Ad-hoc Reporting ()
Not Rated
8.0
Publish to PDF
10
Report Versioning
6
Data Discovery and Visualization ()
Not Rated
10.0
Role-Based Security Model
10
Report-Level Access Control
10
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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