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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Dashbreeze is a no-code dashboard builder and business intelligence (BI) platform that helps businesses turn data into interactive dashboards, KPI reports, and actionable business analytics. Connect your data sources, organize and transform your data, create custom metrics and visualizations, and share professional dashboards without complex BI software or SQL. Dashbreeze supports Stripe, Google Analytics 4, Notion, Airtable, PostgreSQL, MySQL, Microsoft SQL Server, Google Sheets, Excel, CSV, JSON, and Parquet, allowing teams to bring data from multiple sources into a single analytics workspace. Create dashboards for SaaS analytics, sales performance, revenue tracking, marketing analytics, financial reporting, ecommerce analytics, product analytics, and operations. Monitor important KPIs with customizable KPI cards, gauges, charts, and data tables. Use interactive filters and data transformations to explore your data and build reports around the metrics that matter to your business. Dashbreeze also provides automatic data updates, helping keep connected dashboards and reports current as your underlying data changes. Share dashboards with your team, clients, or stakeholders through published, shareable dashboards. Built for startups, SaaS companies, agencies, marketers, founders, finance teams, product teams, and small businesses, Dashbreeze provides a simpler alternative to traditional business intelligence and reporting tools. Whether you need a KPI dashboard, business analytics dashboard, sales report, marketing dashboard, SaaS metrics dashboard, or data visualization tool, Dashbreeze helps you turn your business data into dashboards worth sharing.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Airtable
Google Analytics
Google Sheets
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
MySQL
Notion
PostgreSQL
SQL Server
Stripe

Integrations

Airtable
Google Analytics
Google Sheets
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
MySQL
Notion
PostgreSQL
SQL Server
Stripe

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

insightsoftware

Founded

2018

Country

United States

Website

www.globesoftware.com

Vendor Details

Company Name

Dashbreeze

Founded

2024

Country

Brazil

Website

www.dashbreeze.com

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Product Features

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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