Marketplace page: https://marketplace.creatio.com/app/salesup-budget-management-creatio

Sales'Up Budget Management for Creatio is a solution that improves the efficiency of product and marketing activities management, controls the performance of budget utilization through automation of trade marketing activities planning processes, and provides tools for analyzing performance indicators across business units, networks, and distributors.

Contents:

1. Utilization options
2. Product capabilities
3. Notes and Restrictions
4. Installation and setup of the product
   • Product installation
   • Adding, editing and deleting the product from “Products” section
   • Setting up the "Budget Article" section
   • Creating Budget Sub-article
   • Setting up the "Contracts" section
   • Setting up the cost objects
   • Setting up the "Planned Costs" section
   • Setting up the "Actual Costs" section
   • Configuration of the “Budgets” section
   • Adding a manual Budget
   • Adding an automatic budget
   • Relocation of funds
5. Contact us

Utilization options

Budget Management product is a tool that allows for managing the budget and costs in a simple and convenient Creatio interface.

The functionality will be useful for companies as a convenient tool for controlling company costs. With it, you will be able to track the current state of your budget and flexibly manage spending limits within the company.

Product capabilities

• Budget management by categories and subcategories
• Planning and tracking of costs against any system objects (e.g., sales, marketing campaigns, projects, or other system objects)
• Automatic calculation of monthly costs by categories
• Consideration of commercial conditions and sales plans when budgeting
• Version control for budgets
• Ability to reallocate funds between budgets, categories, subcategories, and periods
• Automatic creation of planned and actual costs in budgeting objects