Initial setup overview

SPE administrators must complete these steps before proceeding with the rest of the business setup process:

• Configure the application parameters to ensure SPE aligns with the structure and preferences of the organization.
• Perform the data mapping to prepare your application to retrieve essential data from external sources.
• Perform the data import to get data from external sources and set them up automatically in SPE.
• Set up the organization on the Organization tab to align with the structure of your organization.
• Set up the period on the Period tab to align with the period of your organization.
• Publish the data to Data Lake to enable your organization to use the data for reporting purposes.
• Grant access to the application to users in the organization.