5 (1 review)

SalesUp Data Management for Creatio

The low-code product for managing data, plan-fact data analysis, forecasting, planning and tracking employees KPI's with the capability to build models online, visualize the results automatically, form and upload reports.
    Description
    Product description

    Sales'Up Data Management for Creatio is a multi-purpose planning and data management tool in the form of a separate section of the system. The product allows you to visualize data in a tree view for flexible plan-fact analysis and managing data.

    Use cases:

    • Maintaining a budget at the level of the entire company with the ability to store and compare versions when relocating or changing the amount of funds;
    • Strategic planning of medium and large sales departments (with the possibility of planning from the bottom up and vice versa);
    • Comparison of planned and factual values of the company's sales with the possibility of detailing to a business unit or an individual employee;
    • Calculation of employees’ KPI online

    Key features:

    • Work with individual user periods;
    • Use of advanced mathematical formulas and logical operators;
    • Export plan versions to Excel format with an ability to instantly edit the structure;
    • Detailed logging for quick debugging of customized planning reports;
    • Working with static grid filters by roles (permissions for records, columns);
    • Forecasting: implementation of offsets when selecting from other planning and connection with the current period;
    • Drag&Drop data tree structure editor;
    • Adding calculated indicators manually and the ability to return to the old values;
    • Highlighting strings of levels and cells depending on the values;
    • Various formatting options that can be combined (background / text color, bold / italic text, text size);
    • Adding and editing profiles for an individual employee within the framework of unified planning: selection of displayed levels and columns, setting access rights to the profile;
    • Adding and editing period profiles or using system default one (without filtering), for the current period;
    • Planning output as a page element using a widget
    • Presentation of data in a monthly, quarterly, semi-annual, annual report;
    • Customization of the hierarchical structure with the ability to change the levels’ sequence, including objects that are not directly related to each other;
    • Detailed filtering of levels and values of columns when constructing reports;
    • Possibility to filter the constructed planning grid to analyze the specific data you need.
    • Advanced filtering panel on the planning report with the ability to save and share filters with other users;
    • Built-in dashboard panel on the planning report;
    • Opportunity to combine work with data from different planning reports (for example, when it is necessary to take data from a column of one report to another);
    • Data collection from planning in system objects;
    • Data monitoring: the ability to send notifications to users when specified conditions are met on the report;
    • Possibility to configure automatic start of the process of object formation by timer.
    • Setting up notifications about the creation of monitoring reports by external means: business processes, Multichannel notifications for Creatio, etc.
    • Possibility to create a custom object (report) of any structure and customize its generation. At the same time, it is possible to add reference or numeric fields to the object to fill in with the values ​​of the levels and indicators of the grid.
    • Possibility to automatically distribute values ​​on lower levels, according to the user's selection;
    • Settings for filling the fields of generated records - correspondence between the object column and the planning data values ​​(constants, periods, levels, indicators)
    • The ability to view the raw data on the basis of which the value of the indicator was calculated.
    • The ability to open a section with data with a pre-configured filter according to which the value was calculated.
    • The ability to view the raw data on the basis of which the value of the indicator was calculated.
    • The ability to open a section with data with a pre-configured filter according to which the value was calculated.
    • Ability to hide data labels in dashboards with a large amount of data, when they overlap each other and do not look attractive
    • Ability to integrate external applications with Data Management. For example, take data from the BI system
    • Ability to disable Lazyload for small plans that don't need it.
    Languages
    Price
    SalesUp Data Management for Creatio cloud / on-site subscription
    $ 16.900
    / year

    The cost of the product is indicated for the company without limitation on the number of users.

    As you make the first purchase or extend the product license, our experts will lend you 8 hours of consultation and help with setting up the product.

    The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

    Terms & Conditions

    Support is available for this application.
    Support conditions

    Support is provided by a developer within the “Basic”, “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

    The company-developer provides migration packages for new versions for free for On-Site solutions. The migration is performed by the customer independently or with the involvement of the developer on a paid basis.

    Support contacts
    Email
    care@salesup-it.com
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.16.4 and up
    DBMS
    PostgreSQL
    MS SQL
    Platform
    .NET Framework
    Deployment options
    Cloud
    On-site
    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Guides and manuals

    There are two ways to install the application:

    1. Automatically - by specifying the site address and clicking the "Install" button
    2. Manually - by downloading the archive with packages and installing by the applications installation wizard.

    To request SalesUp demo licenses for 14 days:

    1. Go to the "SalesUp License Manager" in the system designer.
    2. Click the "Request licenses" button.
    3. In the modal window that appears, select the product, fill in the company name, email for communication and click the "submit" button.

    A temporary license of Sales'Up for 14 days will be installed independently.

    What's new?
    Version 3.8
    1. DM 360
      Ability to display planning levels in column format. Control over the order of column levels.
      For example, delivery conditions or budget items are not in a hierarchy but in the columns of the planning grid.
    2. Tabular View
      Ability to display planning in the form of a flat table, similar to Excel. There is no hierarchy, and all levels are displayed in different columns of the same row.
    3. Dynamic Structure
      Ability to combine the previous points and customize the display format for each of the levels.
      For example, at the first level, display all derivatives from the counterparty, and then in the hierarchy, provide detailed information down to the products.
    4. Planning Permissions Configuration
      Configuration of permissions for planning operations in the new interface. The ability to configure permissions separately for each planning.
      For instance, by default, the Managers group cannot add new entries to the hierarchy grids of all planning, but they can do so for a specific planning.
    5. Custom Actions
      Ability to configure individual buttons in the grid and set up additional logic or initiate business processes from them.
      For example, one button can trigger Update, Calculation, Record Generation, and for each of the generated records, a business process can be launched.
    6. Safari Support
    Version 3.7

    Product packages conversion to assembly packages

    Version 3.7.0

    Drilldown planning cells

    • The ability to view the raw data on the basis of which the value of the indicator was calculated.
    • The ability to open a section with data with a pre-configured filter according to which the value was calculated. For example, view the list of orders or shipments based on which the sales fact cell was calculated.

    Editing of simple values only

    • The ability to configure access to data record only in simple lines, while grouping lines are blocked. For example, the ability to enter planning data only by a specific customer and by a specific product, without the ability to enter values at the customer level with automatic downward distribution.

    Rights to edit periods

    • The ability to configure editing rights for certain periods separately for each column, in terms of different roles. For example, users (all or with a certain role) can edit only future and current periods (or only the next 3).

    Additional level columns

    • The ability to display additional columns for the records of each level in addition to the name, the ability to export them to Excel, search for them when importing from Excel.For example, for a product, display the Code, export it to a file. When importing, the column with the level is not mandatory, the system will search for the record of the level by code, or when there are several records with the same name, but a different code.

    Comments

    • Ability to add comments to certain cells of the planning grid. Displaying the author and the time the comment was added. Conducting a dialogue between users in a certain cell. Linking comments to system objects.

    Hiding dashboard data labels

    • Ability to hide data labels in dashboards with a large amount of data, when they overlap each other and do not look attractive

    Launch planning processes from the section

    • The ability to run the main planning processes (Update, Calculation and others) from the section line for faster data updating.
    • Automatic update of planning status in the section

    Disable Lazyload

    • Ability to disable Lazyload for small plans that don't need it.

    Fixing some bugs

    • Including copying profile periods

    API to communicate with planning data has been added

    • Ability to integrate external applications with Data Management. For example, take data from the BI system.
    Developed by
    Support
    Cost
    Compatibility