Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance the functionality of your FP&A spreadsheets with our Corporate Performance Management software, which seamlessly integrates with Microsoft Excel. Streamline your data organization and automate repetitive tasks to improve both your operational and financial planning processes. Our user-friendly interface allows you to construct cubes, each capable of containing various dimensions, dimension members, and measures. You can easily link Excel cells to any cell within a cube. Thanks to our contemporary Microsoft add-in, you can effortlessly upload and download data from the cloud directly to your spreadsheet templates. Utilize Pivot tables and other business intelligence tools to explore your data in any way you prefer. Additionally, our workflow manager enables the creation of intricate tasks and the attachment of templates, facilitating task completion and approval without cumbersome manual intervention. Tailor alerts and notifications to keep users informed about essential updates. If you find yourself frequently exchanging Excel files or relying on a Corporate Performance Management system only to revert to Excel for formatting, it may be time to consider PivotXL for a more efficient solution. With PivotXL, you can transform your data management experience and significantly increase productivity.
Description
Up by CTS serves as an insightful business intelligence platform designed to monitor financial performance and support informed decision-making through comprehensive result analysis. Understanding both your organization and your customers is crucial, as businesses can sometimes become misled by their own expertise, failing to analyze situations from their clients' perspectives. To address this challenge, we have crafted a holistic 360° discovery approach that emphasizes the on-ground realities of your organization. The initial step in this process is the creation of a robust business strategy, which serves as the cornerstone for all subsequent actions. It is this carefully devised strategy that will enable your project to distinguish itself and thrive in the competitive landscape. Our focus spans four key strategic areas: enhancing commercial performance, effective marketing, innovative project conceptualization, and fostering customer loyalty. Engaging in training at Concept To Success not only elevates the quality of your professional development but also ensures that you are equipped with the necessary skills and knowledge to excel. Ultimately, the synergy between strategic insight and practical training paves the way for sustainable growth and success.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
HealthPlotter
Founded
2013
Country
United States
Website
www.pivotxl.com
Vendor Details
Company Name
Concept To Success
Founded
2020
Country
France
Website
www.ctsconseil.fr
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
Yes
Project Accounting
Yes
Purchase Orders
No
Tax Management
Yes
Budgeting
"What If" Scenarios
Yes
Asset Planning
No
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
Yes
Version Control
Yes
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
Yes
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
No
Qualitative Analysis
Yes
Quantitative Analysis
No
Scorecarding
No
Strategic Planning
No
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Reporting
Customizable Dashboard
No
Data Source Connectors
Yes
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
No
OLAP
Yes
Report Export
No
Sales Reports
Yes
Scheduled / Automated Reports
Yes
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
No
Balance Sheet
Yes
Capital Asset Planning
No
Cash Management
Yes
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
Yes
Project Budgeting
No
Run Rate Tracking
No
Version Control
No
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
Yes
Profitability Analysis
No
Strategic Planning
Yes
Trend / Problem Indicators
No
Visual Analytics
Yes
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
No
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
Yes
Decision Support
Application Development
No
Budgeting & Forecasting
Yes
Data Analysis
Yes
Decision Tree Analysis
No
Monte Carlo Simulation
No
Performance Metrics
Yes
Rules-Based Workflow
No
Sensitivity Analysis
No
Thematic Mapping
No
Version Control
No
Predictive Analytics
AI / Machine Learning
No
Benchmarking
No
Data Blending
Yes
Data Mining
Yes
Demand Forecasting
No
For Education
No
For Healthcare
No
Modeling & Simulation
No
Sentiment Analysis
No
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
Yes
OLAP
No
Report Export
No
Sales Reports
Yes
Scheduled / Automated Reports
Yes