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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Meetings that center on your organization's performance often lack sufficient preparation time. With FIN Reporter, users gain comprehensive control over reports, metrics, peer comparisons, time periods, and visuals, allowing for tailored content suitable for any meeting context. To ensure your meeting content aligns perfectly with its focus and goals, leverage unique data to craft presentations that foster agreement and adapt to any time constraints. You can analyze your institution's performance against both peer benchmarks and independent trends, honing in on the specific metrics that are most relevant for the discussion at hand. By creating compelling meeting materials that inspire action, you can make a significant impact. The platform offers UBPR or FPR report formats, more than 50 pre-configured FIN reports, and user-friendly features for metric exploration. Additionally, the ability to toggle peer groups and adjust time spans, coupled with options for profit, growth, risk, and offering reports, enhances the capacity to view both multi-metric and single-metric reports. This versatility ensures that every meeting is not only informative but also strategically valuable.

Description

Gain insights into essential metrics like LTV/CAC, magic number, and payback period to evaluate the effectiveness of your sales team in driving revenue growth. Tailor your customer data analysis by any attribute to identify which segments to prioritize for acquisition and which customer accounts merit further investment for growth. Effortlessly categorize data to assess customer performance based on their selected plans or products, allowing you to concentrate on the business areas that yield the highest returns. By integrating your systems with Subscript, we only utilize the necessary components to ensure the product operates seamlessly for you, maintaining full transparency regarding the data we access. We securely store crucial information to facilitate rapid report generation, providing you with diverse analytical options. Subscript continuously tracks updates in your data, offering you a real-time perspective on your business activities, thus enabling better decision-making and strategy formulation. This proactive approach allows you to remain agile and responsive to changing market conditions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
NetSuite No 
QuickBooks Online No 
Salesforce No 
Stripe No 
Xero No 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
NetSuite Yes 
QuickBooks Online Yes 
Salesforce Yes 
Stripe Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

FI Navigator

Founded

2011

Country

United States

Website

fi-navigator.com/performance-reporting

Vendor Details

Company Name

Subscript

Country

United States

Website

www.subscript.com

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting No 
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 No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Alternatives

Alternatives

IDOS Reviews

IDOS

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