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Data Management
● Calculation of planned indicators based on historical data in the system
● Creating data reports without time limits
● Unlimited hierarchy levels and calculation columns
● Capability for bottom-up and top-down planning
● Construction of graphs according to the constructed plans
● Data import and export in Excel format
Key features
Data Management is a turnkey tool for flexible planning and comprehensive reporting. It allows you to visualize data in a tree view for subsequent flexible plan-fact analysis.
● 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
Use cases
Planning is a multi-purpose tool that a company can use for any task that requires detailed reporting or complex calculations. If you do not see your task in the list below, do not hesitate to contact us and we will tell you how this module can be used in your case.
Issues and solutions
1. 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.
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Different data sources
Sales history analysis
KPI system
Оnline analytics
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