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A product that does many use cases well! Flexible modeling for endless Oppritunity

  • By Financial Services
  • on 03/14/2025

What do you like best about the product?
I like Anaplan is flexible in it's modeling and does not hold you to 1 use case.
This is very valuable to bring to a firm and have endless growth with the tool.
The tool is relatively easy to learn and can be picked up my anyone.
What do you dislike about the product?
Some aspects of the developer experience could be improved. Knowing what line items are used for what actions could be improved. Also, cloudworks having a snowflake connection would help.
"Toastering" of the model when a bad formula is inputted is very aggravating for users.
What problems is the product solving and how is that benefiting you?
Anaplan real time design is very helpful for our business. They can input their assumptions and see in real time the impact of their plans. This makes it so the tool can always be used as a conversation piece.

Anaplan was able to help allocation use cases, where we didn't previously have a tool to help us with completing large allocations. Users can assign drivers and see the impact in real time, where user's can truly "integrate easily on creating their allocated financials.

Anaplan allows for data to be exported to Power BI, which is helpful for storing data and merging with other data sources in a data lake.


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