SalesUp Data Management for Creatio
Bestsellers
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.
Overview
Product overview
Product description
Sales'Up Data Management for Creatio is a multifunctional tool for planning, budgeting, and performance management at all levels of a company. It enables users to work with financial and quantitative targets, compare planned and actual results, build complex models using advanced formulas and logic, and perform real-time calculations on large volumes of data. The solution supports custom reporting periods, flexible formatting, role-based filtering, and user profile customization.
This product is especially valuable for teams that require a transparent strategic planning process, precise budget control, and real-time data analysis. A convenient drag-and-drop data structure editor, Excel export, detailed change logging, and access via widgets make it easy to tailor the solution to each user's needs, transforming it into a powerful decision-making platform based on relevant data built on the Creatio foundation.
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 analyse 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.
- 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.
Key Features
Data processing automation
Powerful instrument for visualizing and managing data in a tree view.
Pricing
Monthly
Annual
Standard
$
1,408.33 / month
billed annually
Description (Formatted)
The cost of the product is indicated for the company without limitation on the number of users.
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Setup guide
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.
Resources
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.
Versions
Versions history
Version
Compatibility
Release date
3.11.1
7.16.4 and up
Release summary
1. Comments.
Extended comment functionality, along with a separate panel where you can view all comments from all plans. When clicking on a comment, the system automatically opens the corresponding plan, row, and cell, and displays the comment.
2. Sorting.
One-click ability to sort the table not only by name (as before) but also by the value of any metric in any column.
3. Formula in a cell.
The ability to enter a formula into a cell, similar to Excel. The system automatically calculates the formula and saves the result in the cell while preserving the entered formula.
4. Expand all for a row.
A new action available in every table row that expands all hierarchy branches downwards without the need to expand the entire table or click multiple times on arrows.
5. Default profiles.
The ability to set a default profile and default period profile by role so that each user immediately sees the data in the format they need.
6. Export of related columns.
When generating a report, you can include columns that are not configured in the planning table but are pulled from object levels, such as the counterparty code or a link to a product’s online page.
7. Export optimization.
Previously, generating reports with hundreds of thousands of rows heavily loaded the system. Now everything works stably and correctly without negatively affecting system performance. 8. Grid settings.
All settings are completely moved to the grid:
The planning section and page in Freedom UI.
Extended comment functionality, along with a separate panel where you can view all comments from all plans. When clicking on a comment, the system automatically opens the corresponding plan, row, and cell, and displays the comment.
2. Sorting.
One-click ability to sort the table not only by name (as before) but also by the value of any metric in any column.
3. Formula in a cell.
The ability to enter a formula into a cell, similar to Excel. The system automatically calculates the formula and saves the result in the cell while preserving the entered formula.
4. Expand all for a row.
A new action available in every table row that expands all hierarchy branches downwards without the need to expand the entire table or click multiple times on arrows.
5. Default profiles.
The ability to set a default profile and default period profile by role so that each user immediately sees the data in the format they need.
6. Export of related columns.
When generating a report, you can include columns that are not configured in the planning table but are pulled from object levels, such as the counterparty code or a link to a product’s online page.
7. Export optimization.
Previously, generating reports with hundreds of thousands of rows heavily loaded the system. Now everything works stably and correctly without negatively affecting system performance. 8. Grid settings.
All settings are completely moved to the grid:
- Periods
- Records rights
- Indicators rights
- Logs
The planning section and page in Freedom UI.
3.10.0
7.16.4 and up
Release summary
1. Optional levels
The ability to make one or more editable levels in the planning hierarchy optional (not required). For a planning slice where the responsible manager plans sales by product by account (structure: Contact → Account → Product), each of the levels is mandatory. However, by setting the level as optional, it ceases to be mandatory.
This way, cases are covered:
Provides the ability to add several formulas with filtering in one column. Lines that match the formula filters will be calculated using separate formulas (taking into account the priority of the formula), and lines that do not fit the filters will be calculated using the standard formula. Additionally, for a multi-formula, filtering is available to group those records for which the multi-formula should be applied.
3. Planning level relationships
A checkbox "Calculate when adding a record" has been added for the calculated indicator. After activating the checkbox, when manually adding records, you do not need to perform a calculation action to pull the value into the grid, the value will be pulled automatically.
6. Remainder value for the indicator
For the "Editable" indicator type, an additional setting "Save value as remainder" has been added. When you activate the checkbox, the "<Remainder>" level appears on the planning grid (not available for editing).
7. Text and boolean indicators
A new feature that allows you to save the configured conditional formatting of the planning slice by default for all users.
9. Access rights
The ability to make one or more editable levels in the planning hierarchy optional (not required). For a planning slice where the responsible manager plans sales by product by account (structure: Contact → Account → Product), each of the levels is mandatory. However, by setting the level as optional, it ceases to be mandatory.
This way, cases are covered:
- The manager plans to sell a product for a certain amount, but may not specify to whom the product will be sold;
- The manager plans sales for the next month by account for a certain amount, but does not specify which product will be sold for this amount;
- The manager plans sales for a certain amount, but does not specify to which account and which product will sell for this amount.
Provides the ability to add several formulas with filtering in one column. Lines that match the formula filters will be calculated using separate formulas (taking into account the priority of the formula), and lines that do not fit the filters will be calculated using the standard formula. Additionally, for a multi-formula, filtering is available to group those records for which the multi-formula should be applied.
3. Planning level relationships
- The "Planning level connections" block has been added and the interface of the level settings menu has been changed.
- Added the "Use for import" action - helps to use the configured level connections to import a planning slice into an excel file.
- Added the "Add record" function to quickly add a record for any planning level.
- Added the "Add record (extended)" function to add a child record for the selected planning level.
A checkbox "Calculate when adding a record" has been added for the calculated indicator. After activating the checkbox, when manually adding records, you do not need to perform a calculation action to pull the value into the grid, the value will be pulled automatically.
6. Remainder value for the indicator
For the "Editable" indicator type, an additional setting "Save value as remainder" has been added. When you activate the checkbox, the "<Remainder>" level appears on the planning grid (not available for editing).
7. Text and boolean indicators
- The text types of indicators "Text" and "Text (long)" allow you to add text values to the planning slice and display the added text as a comment.
- The "Boolean" indicator type is displayed in the slice as a checkbox.
A new feature that allows you to save the configured conditional formatting of the planning slice by default for all users.
9. Access rights
- Added consideration of the configured rights when importing data to excel.
- The "Rights" detail has been replaced by an extended "Editing" filter, which allows you to flexibly configure the conditions for editing records for users and roles depending on the configured conditions.
- Added the "Change only" function - when you restart the generation of objects, the existing records that the system finds by mapping levels and constants will be updated, and in the existing ones, the numerical columns from the planning indicators will be changed.
- Added a validation mechanism for generating planning objects - By setting up validation conditions, if a validation condition is found when generating an object, the planning object will not be generated.
- Added the ability to start object generation only for selected records.
- The ability to configure constants as parameters when generating objects has been added, which allows you to edit additional values of constants when generating objects and make them mandatory, otherwise the object will not be generated.
- Added the ability to recalculate columns with actual values after generating objects.
3.8
7.16.4 and up
Release summary
- 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. - 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. - 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. - 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. - 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. - Safari Support
3.7
7.16.4 and up
Release summary
Product packages conversion to assembly packages
3.7.0
Release summary
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.
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.
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.