The Smart Business Platform™

Limited Scale &

Collaboration

No Audit &

Controls

Resource Intensive

Misaligned Plans No

Trust in Data

Siloed Operations

Global vs.Regional

Rigid

MARKETING

SALES

FINANCE

HR

IT

PRODUCTOPERATIONS

XLS

XLS

XLS

XLS XLS

XLS

XLS

XLS

XLS

XLS XLS

XLS XLS

XLS

XLS

XLS XLS

XLS

XLS

XLS

XLS

XLS XLS

XLS

XLS

XLS

XLS

XLS XLS

XLS

XLS

XLS

XLS

XLS XLS

XLS

XLS

XLS

XLS

XLS XLS

XLS

Sales Mkt HR Fin SC IT

XL XL XL XL XL XLPlan.

Trans./BI

Typical planning & decision landscape

$U

?

Q A$100bntax

$U

? Sales Mkt HR Fin SC IT

XL XL XL XL XL XLPlan.

Trans./BI

Planning & decisions with Anaplan

Anaplan Smart Business Platform

GrowthInnovationComplexity

Q AFINANCE

WORKFORCE

MARKETING

SALES

OPERATIONS

IT

CONNECTED,DATA-DRIVEN PLANS

Anaplan Smart business across the enterprise

Connection examples

Territory & Quota

Planning

Incentive

Compensation

Sales Forecasting

Planning, Budgeting & Forecasting

Financial

Consolidations

Finance

Corporate Strategic Planning

Supply Chain

Trade Promotion Planning

Account Segmentation

& Scoring

Deal Desk

Sales Capacity Planning

Sales Crediting

Marketing

Marketing Resource

Management

Marketing PerformanceManagement

Sales & Operations Planning

Demand Planning

Supply Planning

Inventory Management

Tax & Treasury

Workforce Planning

Headcount Planning

HRWorkforce

OptimizationCall Center

Planning

Sales

Sales Accruals

Example: Finance and Sales

Finance GoalsGrowth & ComplianceWhat Finance provides• Revenue/Sales targets • Headcount budgets• Compensation budgets• T&E / Opex budgets • Compensation accruals• Revenue forecast • Actual vs. plan results

Sales GoalsRevenue & EffectivenessWhat Sales provides• Headcount requirements• Detailed T&Q plan to achieve

targets • Sales forecasts • Compensation plan • Compensation forecasts

Sales• Territory & Quota Planning• Incentive Compensation • Sales Forecasting

Finance• Planning, Budgeting & Forecasting

No time for analysis

Suboptimal territories & quotas, not meeting targets

• Effort to prepare and consume spreadsheets• Time to resolves differences between sales plans and finance plans• Sales T&Q plans & forecasts are not from finance’s perspective (chart of accounts, revenue)

• Plans from Finance are too high level and not from a sales perspective (sales org, sales targets)• Difficult to keep plans in sync due to frequent changes and latency

ppt

xls xls

xls

Example challenges: Finance connected and Sales

Sales• Territory & Quota Planning• Incentive Compensation • Sales Forecasting

Finance• Planning, Budgeting & Forecasting

xls

Misunderstanding of hiring needs not aligned to financial targetsNo time for analysis, misaligned resourcesDelayed comp plans, overspend

Finance

Connect your plans Align faster Respond to

change faster

Share plans in real time

More timely headcount requests

and decisions

Inform sales of finance plan changes

and visa versa

Link plans for real-time updates of

changes

More granular sales forecasts

Accurate revenue forecasts

Keep your revenue plan in synch with sales T&Q, comp &

forecasts

Translate sales plans to finance (chart of accounts, revenue)

Translate finance plans to a sales

(targets, sales org, comp structures

On-time comp plans

Improve territory coverage & quota

alignment

Optimize spend & resources with the

sales plan & forecast dynamics

Example: Benefits of connecting Finance and Sales

Sales

Connected

Versatile

Foresight

Scale

Self-Service Anaplan

Smart Business Platform

Self-service componentsYour

Data

• xxx• yyy• zzz

YourHierarchies

140+Calculation Functions

Revenue - Cost

= Income

+,-,x,/, movingsum, if then else…

VisualModel Map

Language-likeFormulas

Real-time Calculation

engine

YourTime-

periods

UnlimitedModels

YourVersions

YourDashboard

s

Territory and Quota Planning

OPERATIONS

FINANCE

WORKRFORCE

SALES

Smart business for your enterprise

MARKETINGPlanning, Budgeting, and Forecasting

Financial ConsolidationReporting and Analysis

Corporate Strategic Planning

Tax and Treasury

Workforce Planning

Headcount and Payroll Planning

Onboarding

Workforce Optimization

Sales and Operations Planning

Demand Planning Supply PlanningProject Planning

Marketing Resource Management

Marketing Performance Management

Account Segmentation and

Scoring

Trade Promotion Planning

Sales AccrualsDeal Desk

ITAgile Implementation

Infrastructure Planning

Succession Planning

Incentive CompensationSales Forecasting

Journey of a multinational consumer goods company

Finance

IT, Marketing

Supply Chain

Sales

Demo

Q A

Looking for more information?Download our whitepapers (available in the right toolbar)

Visit our site: https://www.anaplan.com/platform/

Contact us for a personal demo: https://www.anaplan.com/request-demo/

For more customer case study information:https://www.anaplan.com/resources/#videoshttps://www.anaplan.com/resources/#case-studies