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What is Up by CTS?

Up by CTS acts as a valuable business intelligence tool aimed at tracking financial success and facilitating well-informed decisions through detailed analysis of results. It's vital to grasp both your organization and your clientele, as businesses can occasionally be misguided by their own expertise, neglecting to view situations from the perspective of their customers. To tackle this issue, we have developed a comprehensive 360° discovery approach that highlights the real-world conditions of your organization. The first step in this framework involves formulating a solid business strategy, which acts as the foundation for all future initiatives. This thoughtfully constructed strategy is what will allow your project to stand out and flourish amid competition. Our focus encompasses four principal strategic domains: boosting commercial effectiveness, implementing impactful marketing strategies, fostering innovative project ideas, and building customer loyalty. Participating in training at Concept To Success not only enhances your professional growth but also ensures you acquire the essential skills and knowledge needed to thrive. Additionally, the combination of strategic foresight and hands-on training creates a pathway toward enduring development and achievement. This holistic approach ensures that organizations remain adaptable and responsive to the shifting demands of the market.

What is PivotXL?

Elevate the capabilities of your financial planning and analysis spreadsheets by incorporating our Corporate Performance Management software, which offers seamless integration with Microsoft Excel. Enhance your data organization and automate tedious tasks to optimize both operational and financial planning workflows. The intuitive interface allows for the creation of cubes, which can encompass various dimensions, dimension members, and measures, making data management more structured. You can effortlessly link Excel cells to any cell within a cube, ensuring a smooth flow of information. Our innovative Microsoft add-in enables the straightforward uploading and downloading of data from the cloud directly into your spreadsheet templates. Leverage Pivot tables alongside other business intelligence tools to analyze your data in diverse ways that suit your needs. Furthermore, the built-in workflow manager allows for the crafting of complex tasks and the attachment of templates, streamlining task completion and approval processes without the hassle of manual steps. Customize alerts and notifications to keep users updated on critical information. If you often find yourself sending Excel files back and forth or depending on a Corporate Performance Management system only to return to Excel for formatting needs, it may be the perfect opportunity to explore PivotXL for a more streamlined approach. By utilizing PivotXL, you can revolutionize your data management practices and achieve a significant boost in productivity while ensuring your team works more efficiently together.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Excel

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Concept To Success

Date Founded

2020

Company Location

France

Company Website

www.ctsconseil.fr

Company Facts

Organization Name

HealthPlotter

Date Founded

2013

Company Location

United States

Company Website

www.pivotxl.com

Categories and Features

Budgeting

Balance Sheet
Cash Management
Forecasting
Profit / Loss Statement

Business Intelligence

Dashboard
Key Performance Indicators
Performance Metrics
Predictive Analytics
Strategic Planning
Visual Analytics

Business Process Management

Visual Workflow Management

Decision Support

Budgeting & Forecasting
Data Analysis
Performance Metrics

Performance Marketing

Not specified

Predictive Analytics

Data Blending
Data Mining

Reporting

Marketing Reports
Sales Reports
Scheduled / Automated Reports

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Fixed Asset Management
Payroll Management
Project Accounting
Tax Management

Budgeting

"What If" Scenarios
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Intelligence

Ad Hoc Reports
Dashboard
Key Performance Indicators
Performance Metrics
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Qualitative Analysis

Finance

Not specified

Financial Close

Not specified

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Data Source Connectors
Financial Reports
Forecasting
OLAP
Sales Reports
Scheduled / Automated Reports

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