UX improvements to simplify user interaction with the CPM Platform
Author: Federica Grieco, May 2024
1. Anaplan Geo-Mapping

Anaplan Geo-Mapping is an intuitive tool that provides clear and immediate real-time visualizations within Anaplan. Its maps are flexible and adaptable, allowing you to get the visualization you need to analyze and act more effectively.
Through interactive mapping present directly in UX, using the data present in the underlying model, Anaplan Geo-Mapping offers greater visualization capabilities to present data and insights in different use scenarios, especially in sales planning.
Main advantages:
Perform more effective, agile and impactful sales planning
Motivate and focus salespeople to improve productivity and achieve goals
Analyze performance to improve planning
Anaplan has enhanced Geo-Mapping by adding three new postal boundaries, up to and including a minimum level of detail such as postal code.
To learn more, please click here.
2. Management Reporting
With the new reporting functionality, you can now create slides and reports even more efficiently and quickly. Simply duplicate an existing slide and, with a few simple steps, set a specific size for each of them. This means you no longer need to manually recreate each slide from scratch, saving valuable time. Furthermore, setting a size for each slide ensures consistency and uniformity in the data analysis presented in the report, simplifying understanding and improving the user experience. This modification can be conveniently made from the "Edit design" screen, accessible only to Page Builders, giving them greater control and flexibility in customizing reports.
Similarly, you can create "cascade" slides, allowing for quick and easy creation of linked slides based on one or more dimensions in the source slide.
You can create multiple slides by selecting one or more dimensions on which you want to report. For example, to create a set of slides based on various Countries.
The key elements in the cascade slides are:
Source Slide: This is the original slide that the linked slides are based on. Any changes you make to the source slide, such as a layout change, a tab change, or any new tab addition, will be reflected in all linked slides.
Linked Slides: These are child slides linked to the source slide based on the selected size. For example, if you select a "Country" dimension, you can create linked slides based on data from the source slide for one or more countries.
3. Export of reports to PDF
To improve the efficiency of exporting company reports, the option that allows you to select the desired sheet format (A3, A4, A5..) is now available. This new feature gives users greater flexibility in creating reports, allowing them to adapt the sheet format to their specific needs. By choosing the appropriate sheet format, users can optimize data presentation and ensure clear, professional viewing of reports. Additionally, this sheet formatting option helps streamline the export process, allowing users to generate efficient, well-structured reports based on project or business requirements.
Join the Community to always be updated on news!
What makes Anaplan truly special is its strong connection with the Community and the attention dedicated to user needs. The constant commitment to releasing the features most requested and voted for by the community demonstrates the importance that Anaplan attributes to the feedback of its users. This approach keeps the platform up-to-date and cutting-edge, giving users the tools and features they need to address ever-changing business challenges. To stay up to date on the latest news and to be an active part of the Anaplan community, I invite you to visit the following link: Community Anaplan.
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