Input, workflow, and reporting pages

Separating your pages into functions will help your users navigate through their workflow more effectively.  Divide your pages into data input pages, workflow and analysis pages, and reporting pages.

Anaplan's best practice recommends that modules each have a purpose: either the input of data, the calculation and analysis of data, or reporting. It's good practice to design your pages in the same way. Having purpose-specific pages makes them less complicated, which means they're easier to design and faster to build. 

When you design your app, support your end-to-end process by linking purpose-specific modules with purpose-specific pages. 

You can display grids on worksheets for users to enter data — you can even select which cells they can edit. You can also create forms for data entry into worksheets. Or you can create action buttons for importing and exporting data. 

For small amounts of data, you could use a grid card on a board, and permit users to amend only those cells they should have access to.

Worksheets were invented for workflow purposes. Their design ensures that analysts have all the tools they need to reorder data and reveal new insights. The data in workflow pages is the result of the calculations in the source workflow modules.  Cards in the Insights panel will reveal the results of applying new values in speculative scenarios.

This is the main objective of boards: so many card types to choose from, so many KPIs to display, so many images to choose from. Show restraint! A clear board helps users in their tasks. With the comprehensive range of display options, you'll surely find ways to present related data in appropriate forms and convey your message rapidly. 

Remember to keep terminology and the use of color consistent across all your boards to help users quickly see patterns.