Syntech Pivot 1.3: Multiple Views for Advanced Analytics in Freedom UI
The SYNTECH team is pleased to announce the release of Syntech Pivot for Creatio (v. 1.3).
Based on feedback from the Creatio community and Marketplace users, the primary requirement was the ability to switch between different data perspectives without manually reconfiguring the component each time. In version 1.3, we have implemented a comprehensive solution to address this need.
New in Version 1.3: Multiple Views
The headline feature of this release is the Multiple Views functionality. A single Pivot component on a Freedom UI page can now store and manage multiple saved report configurations.
Business Value: Previously, to monitor different KPIs-such as revenue by region versus revenue by product category - users had to either add multiple components to the page or constantly rebuild the existing one. Now, you can define several views within one widget and switch between them using intuitive tabs.
Key Features of Syntech Pivot
- No-Code Constructor: Build complex pivot tables using a drag-and-drop interface. Rows, columns, values, and filters are configured in seconds.
- Data Drill-down: Clicking any cell in the table immediately opens the list of source records that comprise that specific value.
- Contextual Filtering: The component automatically synchronizes with the Freedom UI page filters where it is placed, ensuring real-time data accuracy.
- 9 Visualization Types: Convert tabular data into bar charts, pie charts, or line graphs with a single click.
- Calculated Columns: Create custom formulas within the Pivot tool to calculate margins, percentages of goal achievement, and other specific business metrics.
Common Use Cases
- Sales Leadership: Track the pipeline by stage, owner, and product type in one window by switching views.
- Financial Departments: Analyze expenses and income across different time periods and cost centers.
- HR Management: Aggregate reports on training, recruitment, and employee productivity.
Technical Specifications
- Compatibility: Creatio 8.3.1 and higher (Freedom UI).
- Availability: Available for download via the Creatio Marketplace.
Our goal is to make professional analytics native to the CRM environment, eliminating the need for external BI systems for day-to-day reporting. Syntech Pivot ensures that working with data in Creatio is fast, transparent, and flexible.
Get the update on the Marketplace: Syntech Pivot for Creatio
We look forward to hearing your feedback and use cases in the comments. For feature suggestions or implementation questions, please contact our team at support@syntech.digital.