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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Elevate your EPM reporting from being mundane to providing engaging insights for C-level executives. Is your current EPM reporting tailored specifically for the finance sector? EPM systems primarily focus on data input and processing rather than effective reporting. Many EPM solutions were originally developed to collect and consolidate data, not to generate comprehensive reports. The built-in reporting features are often too restrictive and lack the flexibility required to adapt to rapidly evolving business demands. Consequently, finance teams struggle to access the crucial data they need to perform their roles efficiently. Standard reporting tools often fall short as they are not specifically designed for finance. Meanwhile, relying on BI tools does not resolve the issue; these tools were not intended to handle multi-dimensional EPM data, which can leave you relying on specialized technical skills. This reliance can create bottlenecks and lead to frustrating delays, trapping you in a loop of static reporting. Many EPM users find themselves resorting to exporting data into spreadsheets to meet their reporting demands—a method that is slow and susceptible to errors, ultimately resulting in inconsistent reports. This approach prevents decision-makers from utilizing dynamic, actionable data, forcing them to rely on basic, outdated information. Moreover, the quest for more responsive and insightful data solutions has never been more critical in today's fast-paced business environment.

Description

Integrate your data seamlessly from sources like NetSuite and Salesforce, along with various other pre-existing data repositories. Zone's sophisticated ETL capabilities consolidate all your information into a powerful data warehouse solution, complemented by pre-built data models. Harness the power of Power BI with its extensive reporting features, including over 50 pre-designed reports and dashboards crafted by experienced former CFOs and COOs. Regardless of your industry or specific business challenges, ZoneReporting ensures you can begin deriving value from day one. This includes crucial insights like demand forecasting, inventory management, product-level profitability, and the ability to promise or sell products effectively. Additionally, we provide insights on SaaS metrics, churn predictions, and sales support management with seamless Salesforce integrations. Enhance your project management with tools for utilization forecasting, Gantt chart visualizations, and assessment of customer profitability. Furthermore, our offerings encompass comprehensive financial reporting, expense analysis, budget comparisons, and actionable cash flow insights, ensuring a holistic view of your organizational performance. With these tools at your disposal, you can drive informed decision-making from the outset.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google AdMob No 
Google Analytics No 
Microsoft Excel No 
Microsoft Power BI No 
NetSuite No 
OneStream Yes 
Salesforce No 
ZoneApprovals No 
ZoneBilling No 
ZoneCapture No 
ZonePayments No 
ZoneReconcile No 

Integrations

Google AdMob Yes 
Google Analytics Yes 
Microsoft Excel Yes 
Microsoft Power BI Yes 
NetSuite Yes 
OneStream No 
Salesforce Yes 
ZoneApprovals Yes 
ZoneBilling Yes 
ZoneCapture Yes 
ZonePayments Yes 
ZoneReconcile Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
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

1993

Country

United States

Website

www.insightsoftware.com

Vendor Details

Company Name

Zone & Company

Country

United States

Website

www.zoneandco.com/zonereporting

Product Features

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive No 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes No 
Visual Analytics No 
Widgets Yes 

Product Features

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

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 

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