September 15, 2015

1 min read

Tableau optimizes its sales planning strategy and performance with Anaplan enterprise planning cloud

Anaplan helps Tableau navigate its growth with a single planning platform built for unrivalled planning and modeling power

San Francisco, September 15, 2015 – Tableau, a global leader in rapid-fire, easy-to-use business analytics software, uses Anaplan, the enterprise planning cloud, to develop the plans and models necessary to align and optimize their sales performance.

Founded in 2003, Tableau is experiencing rapid growth, with $413 million in revenue in 2014 and currently employs over 2,400 worldwide. With the company’s recent growth, sales planning needed a more powerful planning technology to keep pace with the increasing complexity and size of the sales team. Plans were maintained in spreadsheets and vulnerable to issues such as file corruption and version control. Tableau turned to Anaplan’s enterprise planning cloud for the ability to collaboratively model and adjust their sales plans against real-time CRM data.

Wyatt Albertson, Senior Manager of Sales Strategy and Planning at Tableau, said, “In only 35 business days, we had Anaplan up and running. Our sales plan is no longer in a black box. Sales leaders have ownership over their forecasted positions, hiring plan, and strategies for quota coverage. Before Anaplan, anytime they had a question around these topics there was a call or e-mail.”

Building on the success of Anaplan for sales performance management, Tableau is looking to expand its use of Anaplan to FP&A for connected planning and modeling across functions.

“Anaplan gives us the ability to do integrated business planning across various functions in real time,” said Tom Gleason, Tableau’s Director of Financial Planning and Analysis.

“Anaplan looks forward to giving Tableau an intuitive platform by which they can meet the planning and modeling needs of the entire organization,” said Dennis Dresser, America’s Managing Director at Anaplan.

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About Anaplan

Anaplan is the enterprise planning cloud. Anaplan brings together an unrivaled planning and modeling engine, collaboration in the cloud, and a simple interface for business users. Anaplan customers can choose from over 100 pre-built planning apps from the Anaplan App Hub, or easily build their own apps. Anaplan is a privately held company, headquartered in San Francisco, CA with global offices on four continents. To learn more, visit Follow us on twitter: @anaplan