Marketplace page: https://marketplace.creatio.com/app/salesup-data-management-creatio
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, all built on the Creatio foundation.
The product works exclusively with numerical data. There is no way to work with text (in the planning register, only the titles of entries), dates, times, images, etc. are displayed during the planning settings.
The product is compatible with all products on the Creatio platform version 7.16.4 and above. Features for the on-site solution: for convenient and quick construction of the report in Planning, it is recommended to make sure that there is free RAM on the program server. For example, to build a report for 3 million calculation items (1 item = 1 calculation field) you need to have at least 8 GB of RAM.
You can find the installation instruction at this link: