Finance

Planning, Budgeting, and Forecasting for SaaS

Anaplan
To manage the fast-paced nature of SaaS (software as a service), FP&A needs to jumpstart plans and configure changes to match the nuances of your business. With Anaplan’s Planning, Budgeting, and Forecasting for SaaS app, you can do just that—plan, model, analyze, and report across metrics that matter, including monthly recurring revenue (MRR), cost of customer acquisition (CAC), lifetime value (LTV), renewals, churn, and more.

Information

Business Function
FinancePlanning, Budgeting and Forecasting
Industry
OtherSoftware
App Last Updated
Size
800 MB
Language
English
Connects to
Revenue Planning (Anaplan App Hub), Sales Forecasting (Anaplan App Hub), S&OP (Anaplan App Hub), Consolidations (Anaplan App Hub), any Enterprise Resource Planning (ERP) system, any Customer Relationship Management (CRM) system, and any Human Capital Management (HCM) system, including Workday
Terms & Conditions

App stats

Modules
200
Roles
5
Formulas
1200+
Reports
50
Complexity
Master

Why Anaplan for Planning, Budgeting, and Forecasting for SaaS?

Get your planning and budgeting done faster, more accurately, and with less effort across your entire subscription-based and recurring revenue—drive P&L, from new customer acquisition to existing renewal and churn—all connected in one system. Leverage pre-configured, driver-based modeling, calculations, dashboards, and reports so you can start planning fast and configure on your own.
Build and compare scenarios that reflect your SaaS business (growth and MRR, cash and CAC, profitability and LTV). From aggressive to conservative, “what-ifs,” and more, create unlimited dimension lists and hierarchies and change them on-the-fly with a simple drag and drop. No coding or batch wait time is required with Anaplan’s Planning and Budgeting app. Plan by any time bucket, too—day, week, month, or year.
Plan and forecast for revenue or costs based on drivers that matter to your business. Anaplan’s app for FP&A can create one or multiple models that reflect nuances specific to SaaS, including cohorts, recurring revenue, churn, and CAC, to drive plans that truly represent the reality of your business.
Use Anaplan’s financial planning and analysis tool to create plans, models, or hierarchies using normal language formulas and spreadsheet-like “click-not-code” methods. Anaplan’s app for FP&A can plan, manage, and make immediate changes as opportunities and challenges arise—without dependence or burden on IT. With Anaplan, you have full control and responsibility so you can drive the results your company needs.

Features

What's new
General features
  • Enterprise cloud planning for financial planning and analysis, strategic and corporate plans, annual budgets, and forecasts
  • Business user–friendly for self-service modeling, planning and budgeting, and reporting
  • Flexible dimensions to create and modify lists and hierarchies as your business changes
  • Role-based, secure access for relevant insight, clear accountability, and informed decisions
  • Plain-language formulas (no coding) for fast, simple, and business user–owned plans
  • Top-down and bottom-up planning and budgeting to cascade, roll up, and aggregate plans fast and error-free
  • Connected financial planning and reporting—see impact across P&L, balance sheet, cash flow
  • Multi-currency support across plans, forecasts, reports, and dashboards
  • Integrated business planning across Finance, Sales, Supply Chain, HR, and Marketing, linking together all areas and all phases of planning and budgeting
Strategic planning
  • Long-range plans for any time window (e.g., one, three, five years)
  • Define and analyze strategic objectives, including bookings, run-rate, customer acquisition and churn
  • Dynamically cascade by key dimensions to align corporate plans and forecasts
  • Unlimited scenario planning to evaluate and compare impact before finalizing strategy
Planning and budgeting
  • Cascade plans top-down by any dimension (region, unit, department, product)
  • Build budgets bottom-up to align with plan targets
  • Line-item details, conditional formatting, alerts, notes, and complete audit trail
  • Flexible time buckets—day, week, month, period, quarter, year, and custom calendar
  • Automated breakback (historical, seasonal, 4-4-5, custom) for fast, accurate entry
  • Driver- and assumption-based planning for consistency and alignment organization-wide
  • Financial planning and analysis with fusion of plans, reports, and charts in one view for decision-impact visibility
Modeling, forecasting, and “what-if”
  • Unlimited “what-if” scenarios for proactive insight and better choices
  • Easily create complex models on-the-fly that answer complicated questions and span multiple areas of the business
  • Automate rolling forecasts using “copy version”
  • Cash flow forecasting to model cash-in-and-out impact of options before decisions are made
Revenue planning
  • Plan revenue with bookings driven by sales quotas that convert and align to revenue targets
  • Leverage subscription-based revenue templates for cohort and waterfall planning
  • Plan and track cohorts, comparing to others across analysis and revenue forecasting processes
  • Translate strategic revenue goals across multiple revenue streams (subscription, services, license, etc.)
Personnel, OPEX, and CAPEX planning
  • Headcount and payroll expense planning enables alignment of top-down FTE with departmental or regional plans at the role and individual levels
  • Include driver-based assumptions (tax [FUTA, SUTA], benefits [premiums], salary, etc.) for consistency and control of workforce planning details
  • Calculate OPEX using multiple input methods (specific driver calculations, historical extrapolation)
  • Model and review impact of capital spending on P&L, balance sheet, and cash flow
Reporting and dashboarding
  • Comprehensive all-in-one cloud budgeting and reporting
  • Complete financial reporting (P&L, balance sheet, cash flow) across plan, actual, and forecast
  • Pivot reports by any dimension (time, geography, product) for on-the-fly, no code, views
  • Role-based dashboards and KPIs for relevant, at-a-glance insight—maps, charts, waterfall, alerts
  • Quick report analysis to compare different versions, periods, years
  • Excel® add-in to support presentation formatting and XBRL tagging
  • Flexible offline sharing via Microsoft Office (Excel®, PowerPoint®) and Adobe PDF

What's new

February 27, 2016
  • Enhanced employee management modules with historical payroll cost calculations and links to HR systems
  • REQs (new positions in a cost center) modules to allow for more flexible customization and planning for new hires
  • Expanded FX rate options (e.g., spot, average, etc.) to allow for more currency planning scenarios
  • "What-if" capabilities
  • Additional dashboards and visualizations to manage alerts and admin settings (e.g., versions, organization controls, etc.), as well as showcase driver impacts (e.g., sales quotas) to the P&L
  • Overall improved structural performance for ease of use for admin, increased performance, reduced complexity

Terms and conditions

Anaplan

Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

Okay
© 2016 Anaplan, Inc. All rights reserved.

Existing customer

Sign in and select a workspace to instantly start using this app.

Sign in App Hub Privacy Policy

New to Anaplan?

You must have an Anaplan account to install this app.

Learn more
App Hub Privacy Policy

By clicking to proceed, you agree that Anaplan may collect data on your usage of the App and combine it with other information we have collected about you to improve services we offer you, and to improve the effectiveness of the App Hub. We may also contact you about your use of the App. Where an App is provided by a third party, we may share App usage data with that third party in which case that third party’s privacy policies will apply and this one will not. Please also see our Privacy Policy

OK