Role-filtered dashboards for Anaplan sales teams

Anaplan is powerful enough that the people who configure it and the people who use it daily are almost never the same person. A sales rep logs in to check their quota attainment or comp forecast and lands on a page where row names aren't frozen when scrolling, filters duplicate each other with no clear difference between them, and the path to any specific metric requires clicking through multiple layers. One complaint describes this exactly: 'row names are not frozen when adding information, making it hard to track the data.' Another: 'too many filters, with several serving the same function.' These aren't feature requests — they're descriptions of a product configured for its administrators, not its daily users.

The gap persists because Anaplan sells to finance and operations teams who need maximum configurability. Those teams build out the models, and they're comfortable in complex interfaces. But the outputs — comp statements, attainment dashboards, quota tracking — get consumed by salespeople who open the product once a week and expect it to behave like a simple SaaS app. The vendor can't constrain the interface without angering the power users who drove the purchase. So they leave it open, and the reps suffer.

What's missing is a read-optimized front-end built specifically for sales reps that pulls from Anaplan's existing data model but renders only what a rep actually needs: their number, their trend, their forecast gap, and their comp. No frozen-row issues because there are no rows to freeze — just cards. No duplicate filters because there's no filter UI at all. The old interface stays intact for the people who need it; reps just stop seeing it.

This is a business because sales reps asking their managers 'what's my number?' is a recurring weekly cost. Managers spend time on navigation support instead of deal coaching. And every quarter close, when reps are checking attainment constantly, the confusion spikes — which is exactly when accurate information matters most.

What to build

Build a read-only web app that authenticates via Anaplan's existing SSO, pulls rep-level quota, attainment, and comp data through the Anaplan API, and renders it as a three-card mobile-friendly view — no configuration required from the rep, only a one-time mapping setup from the admin.

Where to start

Target RevOps teams at companies where Anaplan was bought for finance but then extended to sales comp — those teams already feel the tension between what Anaplan can do and what sales reps will tolerate, and they're the ones getting pinged on Slack every Monday morning.

The hard part

Anaplan's data model varies wildly between customers because it's fully configurable — so the mapping layer between a customer's Anaplan model and your simplified rep view will require custom work for every new account, making the first ten customers expensive to onboard.

How it makes money

Per rep per month, billed to the company, with a one-time implementation fee that covers the Anaplan model mapping — expansion revenue as rep headcount grows.