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.

Contents:

  1. Use cases
  2. Notes and restrictions
  3. Technical requirements
  4. Product installation
  5. General settings
  6. Levels setup
  7. Optional Levels
  8. Indicators configuration
  9. Displaying the report
  10. Profiles
  11. Periods
  12. Rights
  13. Managing report data
  14. Graphic reports
  15. Planning version