Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Operational reporting, task automation, and uploads for Microsoft Dynamics can be efficiently managed inside Excel. Manual tasks such as bulk uploads, distributing reports, and entering data again into Microsoft Dynamics consume valuable time, are prone to errors, and create undue stress for your finance team on a monthly basis. The process of identifying and rectifying reconciliation discrepancies is labor-intensive and can lead to significant issues with data integrity. Without proper visibility into your ERP and other data sources, gaining a comprehensive understanding of your financial status and closing the month can be quite challenging. The standard reporting tools that come with Microsoft Dynamics often necessitate substantial IT support, resulting in delays in report generation and creating bottlenecks for your IT department. However, with Atlas, you can effortlessly create and disseminate real-time reports without needing IT’s assistance, as it seamlessly integrates live data from Microsoft Dynamics and other sources, empowering you to generate precise financial and operational reports efficiently. This not only enhances productivity but also allows your finance team to focus on more strategic tasks, ultimately driving better decision-making for your organization.
Description
Seamlessly connect with your existing Excel setup without the need for migration or extensive training. Within mere minutes, you can craft tailored dashboards and queries. The Self Service Analytics feature empowers users to access essential data independently, eliminating reliance on IT support. Meanwhile, IT is responsible for governance and oversight, ensuring data usage and infrastructure security are up to par, which allows teams to concentrate on enhancing data quality and ensuring timely delivery. Clear Analytics compiles information from multiple sources and utilizes Microsoft’s Power BI capabilities to help you organize, filter, model, and visualize your data insights effectively. Additionally, Clear Analytics can directly publish datasets to the Power BI portal, enhancing accessibility. You can continue leveraging Excel while effortlessly obtaining precise data as needed, eliminating the hassles of searching through emails for different data versions. By equipping all users with the ability to act as their own data analysts, overall productivity soars, facilitating effortless collaboration. This approach not only streamlines access to company data for various departments but also alleviates the burden on analysts, allowing them to focus on more impactful projects. Ultimately, this solution fosters an environment where data-driven decisions can be made swiftly and efficiently.
API Access
Has API
No
API Access
Has API
No
Integrations
Desktop.com
No
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft Power BI
Yes
Integrations
Desktop.com
Yes
Microsoft Dynamics 365
No
Microsoft Excel
No
Microsoft Power BI
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$39.99 one-time payment
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
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
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
insightsoftware
Founded
2018
Country
United States
Website
www.globesoftware.com
Vendor Details
Company Name
Clear Analytics
Founded
1999
Country
United States
Website
www.clearanalyticsbi.com
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
Yes
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
No
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
No
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Data Cleansing
Address/ZIP Code Cleaning
No
Charting
Yes
Data Consolidation / ETL
No
Data Mapping
No
Multi Data Format Support
No
Phone/Email Validation
No
Raw Data Ingestion
No
Sample Testing
No
Validation / Matching / Reconciliation
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
Yes
Marketing Reports
No
OLAP
No
Report Export
Yes
Sales Reports
No
Scheduled / Automated Reports
No
Risk Management
Alerts/Notifications
No
Auditing
No
Business Process Control
No
Compliance Management
No
Corrective Actions (CAPA)
No
Dashboard
No
Exceptions Management
No
IT Risk Management
No
Internal Controls Management
No
Legal Risk Management
No
Mobile Access
No
Operational Risk Management
No
Predictive Analytics
No
Reputation Risk Management
No
Response Management
No
Risk Assessment
No