[ Anaplan Reviews ](https://www.g2.com/products/anaplan/reviews) [ Anaplan Reviews ](https://www.g2.com/products/anaplan/reviews) # Anaplan Features ##### ## Platform (18) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Mobility Is accessible from a mobile device and by users on the go. Reporting Provides analytics tools that reveal important business metrics and track progress. Dashboards Creates dashboards to track information like open positions, current headcount, and recruiting pipeline. Reward Structuring Define compensation packages and allowance plans within the system. Specify the various components of compensation, including base pay, bonuses, and equity. Structure compensation pools and hierarchies for continual planning. Event Management Coordinate new hire, transfer, promotion, and termination events within the system using rules to automatically facilitate the associated compensation adjustments. Workflow Automation Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. Compensation History Access employee compensation history and talent records when evaluating compensation adjustments to inform decision making. Automated Compliance Maintain compliance with corporate policies, state mandates, and federal regulations regarding compensation with built in compliance features, including automated identification and flagging of unapproved behaviors. Performance Management Integration Integrate employee performance data from a third-party performance management solution to supplement compensation history and establish pay-for-performance compensation structures. Embedded Analytics View budgetory allocations across the organization, compensation information related to individual employees or departments, and underlying compensation trends in analytics dashboards embedded in the system. Reporting Capabilities Create standard and ad-hoc reports of compensation data within the system. Trends and other graphical representations of data displayed by analytics dashboards can be included in reports. Compensation Data Management Easily import data into or export data from the system, and access employee compensation data quickly within the system. Create compensation hierarchies so that managers can access relevant team information. Internationalization Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. Show More ##### ## Workforce Management Platform Features (8) Labor Forecasting Predict the number and types of employees necessary to meet anticipated demand to control labor costs. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Absence & Leave Management Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform. Skills Management Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions. Succession Planning Identify high performing employees with potential to be promoted with minimal development. Workforce Analytics Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management. Mobile Shift Scheduling Managers and employees can create or claim available work shifts and receive notifications on their mobile device. Team Communication Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests. Show More ##### ## Incentives (4) Badges Assigns achievement badges to high-performing employees based on pre-determined standards. Triggers Automatically recognizes achievements that should be added to the leaderboard. Commission Calculator Helps users determine sales goals by calculating potential commission rates. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (4) Profiles Creates user profiles similar to social media pages that display private or public statuses and updates. Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Financial Insight (3) Budgeting Uses collected data to assist organizations in understanding what they can afford now, and in years to come. Forecasting Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. Planning Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. Show More ##### ## Data (4) Data Visualization Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. Data Analysis Scours data for actionable insights. Custom Reporting Allows users to customize their own reports according to business needs. Reporting Templates Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. Show More ##### ## Status Communication (4) Collaboration Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users. Version Control Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. Real-Time Data Updates Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. Scorecards Displays and shares company performance data to increase transparency across the board. Show More ##### ## Analytics (7) Forecasting - Supply Chain Planning Analyzes aggregated supply chain and shipping data to gain predictive insight Asset Tracking - Supply Chain Planning Monitors and tracks the physical status of goods and materials Data Collection - Supply Chain Planning Aggregates and centralizes data regarding product movement, materials management, and financial information Business Reporting - Supply Chain Planning Generates reports that identify KPIs and other relevant metrics Variance Analysis Project out as the year progresses to accommodate trends that affect key business drivers. Forecasts Comparison compare Income Statement, Balance Sheet, and Cash Flow for multiple periods Forward Looking Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data Show More ##### ## Warehouse Management (4) Sales and Operations Planning - Supply Chain Planning Provides comprehensive visibility and oversight into supply chain operations Production Planning - Supply Chain Planning Provides inventory scheduling and inventory management functionalities Workforce Management - Supply Chain Planning Provides employee scheduling and employee management functionalities Process Automation - Supply Chain Planning Automates the tracking and recording of activities within the entire supply chain lifecycle Show More ##### ## Collaborate (2) Optimization Plan and optimize resources effectively. Supply Chain Planning Create supply plans based on things such as predicted demand, capacity, and material availability Show More ##### ## Logistics (3) Warehouse Optimization Plan warehouse activity to execute adjustments to sales and inventory targets Inventory Targets Establish inventory targets based on changes to the sales plan Procurement Planning Ability to figure out what products to buy and when to buy them. Show More ##### ## Budget Creation (6) Data Import Import trial balance, monthly P&L, balance sheets, and other types of financial data Budget Hierarchies Define budget structure elements and how they are linked hierarchically Versioning Keeps track of all versions of a budget and allows users to compare versions Formulas Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues What-If Test the potential financial impact of business decisions on revenues and expenses Budget Periods Users can customize standard budget periods (3, 9, or 12 months) Show More ##### ## Budget Management (3) Consolidation Consolidate multiple budgets from different departments or business entities Adjustments Users with administrative access rights can modify budgets Workflows Workflows are used to define the steps required to alter budgets and who needs to approve changes Show More ##### ## Forecasting (5) Historical Data Forecasting is based on past transactions and historical financial or operational data Reforecast Ability to recreate forecasts to include new information that may impact budgets Forecast Types Support multiple types of forecasts such as balance sheet and cash flow forecasts Rolling Forecasts Used to review and update budgeting assumptions for a predefined period (usually one year) AI Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns Show More ##### ## Reconciliation (3) Consolidation Data from multiple systems can be centralized into a single repository Management Financial information can be imported from multiple sources such as spreadsheets, text files, or databases Accounting Match invoices, payments, and bank statement information Show More ##### ## Reporting (3) Report Types Provide multiple types of reports such as point-in-time snapshot reports, or year over year Standard Offers standard financial reports out of the box Custom Allows users to edit reports and to combine multiple reports Show More ##### ## Closing Process (3) Audit Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals. Journal Entries Adjusts journal entries in order to have an accurate balance sheet and income statement Distribution Financial statements and statistical reports (such as KPI) can be assembled into financial packages Show More ##### ## Financial Planning (3) Extended Planning Analysis that creates business plans outside of finance, including sales, marketing, or HR. Reporting Reports on departmental KPI metrics measured against targets. Integration Consolidates planning processes across an organization into a single solution. Show More ##### ## Resource Planning - Workforce Planning (4) Reconciliation Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting Headcount Planning Provides overview of planning and prediction for current and future employee headcount Reporting Outputs reports on headcount and budgeting analytics Expense Planning Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits Show More ##### ## Human Resources - Workforce Planning (4) Integrations & APIs Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS Compensation Bands Provides overview of salaray ranges in relation to job levels Org Chart Offers the ability to rearrange company hierarchy and employee details in a chart format Recruitment Workflows Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders Show More ##### ## Benchmarking and Equity - Compensation Management (3) Benchmarking Data Displays and compares pay equity information, comparing the parity of pay across demographics. Pay Equity Comes with native pay equity module or capabilities. Salary Bands Facilitates organizing workers into salary bands and comparing or contrasting across different levels in the organization. Show More ##### ## Sales Performance Features - Sales Planning (7) Account Scoring Provides ability to score accounts based on potential revenue to prioritize accordingly. Revenue Planning Provides ability to structure topline revenue goals. Account Segmentation Segment accounts based on ideal customer profile and business objectives. Sales Performance Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. Sales Forecasting Forecast sales data for sales teams, individual reps, territories, or products. Integrations Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. Scenario Modeling Abilty to create and run "what-if" scenario modeling to inform business decisions. Show More ##### ## Territory Management - Sales Planning (2) Territory Management Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. Territory Planning Define territories to ensure optimized market coverage and allocate resources appropriately. Show More ##### ## Quota & Capacity Management - Sales Planning (3) Quota Management Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. Capacity Management Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. Quota Planning Design quota targets based on factors such as account size, rep performance, and pipeline needs. Show More ##### ## Agentic AI - Sales Planning (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - FP&A (Financial Planning & Analysis) (2) Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Budgeting and Forecasting (3) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## AI - Financial Close (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Compliance Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation. Reconciliation Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies. Data Collection Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies. Analysis Generates AI-assisted financial reports and provides thorough analytical insights. 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Learn more about forecasting staffing needs, different prediction methods, and how to implement a unique strategy. [Shift Scheduling](/glossary/shift-scheduling) Shift scheduling is the process of creating work schedules to support company needs and employee satisfaction. Learn more about shift scheduling and how to create a successful process. [Compensation Statements](/glossary/compensation-statements) Compensation statements outline an employee’s compensation history, including all employer-provided benefits and rewards, throughout the fiscal year. Learn more about the elements included in a compensation statement and why it’s important to create one. [Compensation History](/glossary/compensation-history) Compensation history is the private information that some companies may choose to ask candidates for during the interview process. Learn about states where asking salary history is banned, the benefits of having this data, and more. 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