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.
Pricing
Terms & Conditions
Support
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.
Installation
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.
There are two ways to install the application:
- Automatically - by specifying the site address and clicking the "Install" button
- Manually - by downloading the archive with packages and installing by the applications installation wizard.
To request SalesUp demo licenses for 14 days:
- Go to the "SalesUp License Manager" in the system designer.
- Click the "Request licenses" button.
- 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.
Feedback
Leave your feedback about the solution to its developer and Marketplace team
What's new
Product packages conversion to assembly packages
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.
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.