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