● Unlimited number of analytical contexts
● Ability to plan for any time periods
● Data presentation in increments ranging from a day to a calendar year
● Ability to establish an individual hierarchical plan structure
● Unlimited levels and columns in a report
● Configuring custom logic for report calculations using personalized tools
● Working with historical data
● Maintaining version histories of plans, calculations, and actual values, with the ability to compare them
● Cumulative totals for the entire planning period
● Create and instantly view dashboards based on reported data
● Import/export data to Excel (instant adjustment of the structure of the uploaded document during export)
● Two types of editing rights: for columns and for records
● Highlight rows of levels and cells depending on the values
● User-friendly drag-and-drop tree structure editor
● Linking a profile to an employee with the ability to maintain individual reporting
● Ranking all planned indicators based on specified rules
● Choosing the type of planning column based on the desired value display (integer or fractional numbers with 2, 3, 4, or 8 digits
● Adjustments and automatic recalculations of the plan when necessary
● Reordering columns and setting their preferred widths
● Manual filling of grid rows: individual records, records by advanced filter, records from a section group
● Detailed error notifications during manual construction of calculation columns and deltas
● Quick access to basic planning operations within the grid
● Manual removal of the grid or its individual elements (and distribution of rights to this action)
● Period profiles are pre-configured grid display to choose from: by default (without filtering), for the current period, customized by the user, and the ability to instantly switch between them
● Displaying planning as a separate page element using a widget
● Planned and factual sales figures by amounts, units and other indicators
● Calculating bonuses for managers based on the company's specific calculation logic
● Maintaining a free budget for the company
● Sales planning based on historical data for previous periods
● Basic sales recalculation (FMCG)
- Different data sources
Sales data is stored across various systems, making it challenging to quickly generate summary reports for high-level analysis or view client interaction histories in terms of sales volumes.
Solution: The system includes all necessary tools for integration with external systems, including API access and manual data import from Excel.
1
2
3
4
1
Different data sources
Sales history analysis
KPI system
Оnline analytics
Book a demo showcase right now!
Leave a request and we will reach out to you shortly.
Name*
Company*
Email*
Phone number*
SEND