User Experience

Stay aligned in real-time. Collaborate and plan faster.

Enable seamless collaboration with an intuitive role-based user experience that makes it easy for every team to move from insight to action with confidence.

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Bring strategy to life through tailored, role-based experiences

Anaplan’s user experience offers in-context collaboration and live updates, so your team can anticipate change and get ahead.

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Execute faster with clarity, consistency, and control

Whether you’re building strategy, running budgets, or reacting to market changes, the Anaplan UX offers consistent, role-tailored views that reduce friction and boost adoption.

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Align decisions across teams

Create a shared planning experience that brings teams together and keeps decisions aligned across the business. By moving planning out of spreadsheets and into a single source of truth, Anaplan helps organizations act faster and reduce silos.

Dashboard interface showing a management report with revenue metrics, product performance table, and charts including revenue trends and gross margin analysis.

Move from insight to execution faster

Connect analysis directly to execution with in-context workflows, live updates, and task-driven experiences. Anaplan enables teams to respond in real time, turning plans into timely, coordinated action.

Application interface displaying a workflow diagram for pay review, including steps for calculating pay rises, reviewing proposals, approval decisions, and notification flow.

Increase adoption with minimal training

Make planning accessible to every role with experiences built for how people actually work. Clear navigation and visual components like charts and KPI cards make it easy to understand data and act — without extensive training.

Cost center summy dashboard displaying budget comparisons with bar and line charts, summary cards, and a table showing targets, forecasts, and variances.
Anaplan CoPlanner revenue summary dashboard with gross revenue by product family. A query response shows non-headcount R&D expenses for May 2025 along with relevant suggested report sources.

Get to the right answers, right now

Get context-rich answers on critical business drivers without searching through models or dashboards. Powering Anaplan’s intelligent role-based agents, CoPlanner equips your teams with the power of better decision-making.
Anaplan CoPlanner interface displaying a chart of top 10 customers by initial baseline plan for FY24. A user query requests adding an orange threshold line and renaming the chart title to 'Our Customers – IBP'.

Stay productive anywhere

Access AI-powered insights from desktop or mobile. CoPlanner adapts to how and where you work, keeping planning momentum and enabling rapid responses even when you’re on the go.
Anaplan CoPlanner dashboard titled 'Supply Chain Summary' showing demand opportunities, supply risks, and service level charts. A side panel highlights a demand plan query with a revenue forecast of $255.2 billion for FY25.

See the why behind every insight

Trust every answer with full transparency. CoPlanner shows the source data, model, and timestamp behind each insight, and links you to related dashboards so you can validate accuracy, audit decisions, and act with confidence.
Anaplan CoPlanner performance summary dashboard with charts for revenue pacing, booking volume, and variance analysis. A query response explains revenue variance in France for Q4 2024 by price, volume, and mix.

Turn questions into action faster

Ask in plain language and turn complex planning data into clear visualizations, executive summaries, and reports. Get multi-department insights that keep your teams aligned and focused on shared outcomes.

How it works

Image of a laptop displaying a detailed analytics dashboard for production planning, with charts and graphs showing demand fulfillment, resource capacity, and financial overviews. The scene is set against a neutral wall with natural light and soft shadows.

Work simultaneously in Anaplan, with updates reflected instantly across shared plans. Teams can stay aligned in real-time, so decisions can be made with confidence.

Turn complexity into clarity with intuitive visuals like geo-maps, networks, and org charts — helping your teams explore scenarios, test assumptions, and understand impact before you act.

Pull current data, embed rich visuals, and add narrative context, so your reports support decision-making and maintain audit-ready transparency.

Bring Anaplan reporting into familiar tools like Microsoft Excel and PowerPoint leveraging Anaplan XL Reporting which supports highly formatted outputs for external and regulatory reporting.

Use Anaplan across desktop and mobile devices to review plans, stay informed, and act on the go. A consistent experience helps maintain productivity wherever work happens.

Featured resources

Learn more about Anaplan’s user experience

Interactive Anaplan dashboard UI displaying trend graphs, bar charts, and performance alerts in a blue-themed interface.
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Anaplan user experience overview

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Anaplan Mobile overview

Three colleagues collaborating around a laptop in a modern office, representing teamwork and in-context communication.
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Collaboration features within the Anaplan UX

Discover a better, more intuitive way to plan

Organizations leverage Anaplan’s UX to seamlessly connect people, data, and plans. Shouldn’t you?

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A smartphone displaying a production planning dashboard, showing demand fulfillment and resource capacity data visualized through bar and donut charts. The phone is placed on a sunlit concrete surface.