Anaplan FP&A Demo - Top Down and Bottoms Up Revenue Planning

Anaplan FP&A Demo - Top Down and Bottoms Up Revenue Planning

In this session, Mark Chisholm showcases the versatile capabilities of Anaplan as a comprehensive financial planning solution, seamlessly bridging top-down and bottom-up approaches to meet revenue targets. Discover how Anaplan facilitates the integration of finance with various departments, including sales, for enhanced collaboration and insights.

The full session is available, as well as small clips to help you learn more about the platform with ease. Mark will walk you through a real-life revenue planning process using Anaplan. He starts by discussing today's financial challenges and the ever-changing financial landscape, setting the stage for a comprehensive demonstration.

Full Video on Target Revenue Planning

The Anaplan Platform

The first step in this demo is an exploration of Anaplan's dashboards and an introduction to the platform. Anaplan is a cloud-based platform that can be accessed anywhere. These dashboards offer real-time insights and data visualization, enabling you to make informed financial decisions with collaboration. Learn how Anaplan's dashboard feature can empower you with the tools you need to navigate the intricate world of finance confidently.

Executive Scorecard, KPIs and Metrics

Understanding your organization's performance at a glance is crucial. Anaplan's executive scorecards provide a comprehensive overview of your company's performance, offering you valuable insights to guide your organization toward success.

Top-Down Revenue Planning:

Top-down revenue planning is a crucial aspect of financial management. In the video, you'll learn how to optimize your top-down revenue planning process with Anaplan's advanced tools. These tools ensure that your revenue forecasts are accurate and perfectly aligned with your strategic objectives.

Strategic Initiatives

Turning your business visions into tangible results is a challenge. Anaplan offers valuable support by helping you plan and execute your strategic initiatives effectively. Discover how this capability can take your business to the next level.

Bottoms-Up Planning

Involving your teams in the planning process is essential for organizational alignment. Anaplan's bottom-up planning capabilities empower your teams to contribute to the planning process, ensuring that their insights align with your organizational goals. We'll walk you through how to make the most of this feature.

Sales Capacity and Workforce Planning

Sales capacity and workforce planning can be complex. Anaplan simplifies these challenges by providing you with data-driven insights that allow you to make decisions that maximize efficiency and profitability.

Planning with Flexibility and Agility with Scenario Planning

In today's fast-paced world, adaptability is the key to success. Anaplan enables you to be agile in your financial planning, allowing you to adjust to changes with ease using scenario planning technology. We'll show you how to embrace flexibility and agility in your financial strategy.

Anaplan Plan IQ

Finally, the video will unveil the groundbreaking Anaplan Plan IQ. This intelligent feature takes your financial planning to the next level by utilizing AI and machine learning to provide actionable insights and recommendations. Discover how Plan IQ can revolutionize your financial planning process.

With Anaplan's versatile features, you'll not only navigate the complexities of your finance department with confidence, but also drive your organization toward success. If you're looking to embark on this transformative journey together, unlocking the true potential of your financial strategy, schedule a deeper dive into the FP&A capabilities of Anaplan, contact us at

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