Best Dashboard Software for Microsoft Dynamics 365

Dealtale stands out as the pioneering No-Code platform for data exploration. We recognize the challenges and inefficiencies that arise from juggling numerous complex digital tools, which is why we developed a solution that seamlessly integrates and organizes data for analysis, offering teams an incredibly straightforward interface to obtain quick insights without the need for coding, managing data silos, or dealing with outdated data frameworks, data science, or engineering concerns. This innovative platform empowers marketing, sales, and customer success teams to conduct extensive analyses of customer journeys. Our unique technology aggregates every customer interaction across various channels including social media, paid ads, websites, emails, and meetings into a centralized customer data hub, enabling the formulation of data-driven, customer-focused revenue strategies. By utilizing advanced predictive modeling, organizations can enhance their ROI and revenue by identifying the optimal allocations for their marketing expenditures. Furthermore, connecting a multitude of business applications, such as CRM systems, marketing automation tools, websites, and advertising platforms, to Dealtale is a straightforward process that enriches data accessibility and usability. Ultimately, Dealtale not only simplifies data exploration but also fosters a deeper understanding of customer behavior and preferences.

Transform your clients into success narratives with integrated intelligence that includes advanced analytics, intuitive dashboards, and beyond. Bold BI is meticulously crafted as an embedded platform, ensuring that there are no trade-offs or shortcuts in its functionality. Traditional requirements, such as the need to consolidate all your data into a specific data store or cube, can complicate your application unnecessarily in today’s environment. Some solutions necessitate the creation of intricate systems for data integration while also ensuring that the embedded BI data store remains aligned with your data sources. However, with Bold BI, you can seamlessly connect to a multitude of data sources as well as any data warehouse that suits your needs. Choose single-tenant mode for a shared data model or opt for multi-tenant mode to keep a unified source for dashboards while distributing them across various tenants. Bold BI is built to handle both conventional and unique situations effortlessly. You can embed Bold BI directly within your application code through its robust JavaScript APIs, making it a versatile choice for developers. This flexibility ensures that whatever your data requirements may be, Bold BI is equipped to meet them effectively.

5X is a comprehensive data management platform that consolidates all the necessary tools for centralizing, cleaning, modeling, and analyzing your data. With its user-friendly design, 5X seamlessly integrates with more than 500 data sources, allowing for smooth and continuous data flow across various systems through both pre-built and custom connectors. The platform features a wide array of functions, including ingestion, data warehousing, modeling, orchestration, and business intelligence, all presented within an intuitive interface. It efficiently manages diverse data movements from SaaS applications, databases, ERPs, and files, ensuring that data is automatically and securely transferred to data warehouses and lakes. Security is a top priority for 5X, as it encrypts data at the source and identifies personally identifiable information, applying encryption at the column level to safeguard sensitive data. Additionally, the platform is engineered to lower the total cost of ownership by 30% when compared to developing a custom solution, thereby boosting productivity through a single interface that enables the construction of complete data pipelines from start to finish. This makes 5X an ideal choice for businesses aiming to streamline their data processes effectively.

Plecto, a business performance platform, is ideal for mid-market companies and enterprises that need real-time information about their sales, marketing, and finance performance. It integrates all company data into adaptable dashboards that can be viewed on TV's, mobile devices, or desktops. Plecto can be used by all employees of a company, from the CEO to the management to the commercial staff. It allows them all to work from the same data and produce the same results.

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and other management users.

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

iDashboards helps you move beyond the burden of spreadsheets and blend data from multiple sources into dynamic, custom dashboards.

Brainbase Assist enables businesses to oversee every aspect of licensing, partnership, or sponsorship agreements seamlessly within a unified platform. - Gain valuable insights by monitoring crucial metrics such as total sales, royalties, availability of rights, forthcoming events, and notifications, among others. - Evaluate performance across various partners, products, categories, territories, and distribution channels, allowing you to identify potential issues before they escalate into significant problems. - Design tailored, custom dashboards and produce reports that focus on the metrics that matter most to your organization. - Manage, view, and track sales reports and royalty performance conveniently from one location. - Reduce the risk of human error with fully automated calculations for sales and royalties that adhere to the specified contract terms, ensuring accuracy and efficiency in your operations. - This comprehensive tool streamlines the management of agreements, enhancing overall organizational effectiveness.

Alchem-e offers an engaging, visually appealing dashboard that facilitates command and control over operations while enabling quick automation of processes; it also boasts an advanced workflow management system that monitors activities, streamlines tasks, safeguards data, and equips individuals with essential tools and insights for enhanced performance in their roles. This solution is particularly ideal for in-house printing operations, service providers, and marketing firms. With its visually stunning user interface and powerful analytical tools, it enables efficient management of document production and distribution. Custom modules are available to help you keep a finger on the pulse of your operations while maintaining seamless communication with clients. Furthermore, for your enterprise production needs, the platform delivers metrics that offer concise, aggregated views of critical KPIs, such as operational efficiency, multi-channel distribution, service-level management, and sales and financial outcomes, ensuring comprehensive oversight of your business performance. Ultimately, Alchem-e stands out as a vital tool for organizations seeking to enhance productivity and strengthen their operational frameworks.

CorralData is an AI-powered, full service platform that radically streamlines analyzing and unifying data from multiple sources. With CorralData, you can access an on-call human data team and industry-leading AI tools to fuel remarkable, data-driven results easily and cost-effectively. No coding, SQL, or engineering resources required. Looking to streamline your data sources? With over 450 pre-built data connectors, we help you unify your datasets easily. Our top-tier, U.S.-based support team will guide you every step of the way. Then, chat with your data using natural language AI queries to begin instantly and securely unlocking powerful data insights. Or work directly with our human data team to generate the insight you need. The platform includes everything you need to start using data to drive results in one simple, month-to-month subscription—stunning data visualization tools, built-in chat, custom reporting, and access to human experts. Schedule a free demo or start a free trial and see how simple and easy AI-powered data analysis can be.

Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel.

Monitoring and visualization of real-time operations, including KPIs and dashboards. Also includes trends, analytics, hierarchy, alerts, and analytics. All data sources (industrial and IoT, business, and external) are gathered. It displays data in real-time on any device, without the need to move it.

Jet Analytics empowers business users to effortlessly create visually appealing reports and dashboards within Excel or Microsoft Power BI. With the ability to access your dashboards via the web or mobile devices, you can easily detect trends, identify anomalies, and resolve issues from any location. Transform corporate business intelligence into a seamless experience with pre-built cubes, a comprehensive data warehouse, and a vast array of dashboard and report templates tailored for Microsoft Dynamics. By utilizing Jet Analytics, you will start obtaining valuable insights from your very first day. Implementing a system of record that incorporates historical data alongside various data sources ensures that everyone operates from a consistent set of information and shared "truth" when generating reports. This reliable data fosters a unified approach that can significantly enhance revenue generation across the organization. Furthermore, the intuitive design of Jet Analytics allows users of all skill levels to make informed decisions, thereby driving business growth more effectively.

TIMi allows companies to use their corporate data to generate new ideas and make crucial business decisions more quickly and easily than ever before. The heart of TIMi’s Integrated Platform. TIMi's ultimate real time AUTO-ML engine. 3D VR segmentation, visualization. Unlimited self service business Intelligence. TIMi is a faster solution than any other to perform the 2 most critical analytical tasks: data cleaning, feature engineering, creation KPIs, and predictive modeling. TIMi is an ethical solution. There is no lock-in, just excellence. We guarantee you work in complete serenity, without unexpected costs. TIMi's unique software infrastructure allows for maximum flexibility during the exploration phase, and high reliability during the production phase. TIMi allows your analysts to test even the most crazy ideas.

iVision Plus Cisco wallboards enhance agent performance by delivering real-time performance data through innovative and engaging designs. With iVision Plus, you can access dynamic Cisco contact center wallboards that showcase real-time statistics and metrics for both individual and team achievements. Say goodbye to outdated, boxy wallboard designs, and embrace the impactful aesthetics of NextGen wallboards. The gamification features of iVision wallboards inspire agents to elevate their work. These HTML5 wallboards ensure a superior user experience and are responsive across devices. Additionally, the call center wallboard software enables the establishment of KPI thresholds, allowing for performance oversight and immediate response to any breaches, even when you are not actively monitoring. By providing digital signage in real-time to all internal employees, overall efficiency and productivity will see significant improvements, as staff will no longer need to spend excessive time collecting operational insights. Ultimately, this streamlined access to information helps foster a more engaged and informed workforce.

Excessive time is wasted in the manual gathering and computation of data, resulting in insufficient time for thorough analysis that could inform effective decision-making. The planning cycles are cumbersome and inefficient, often failing to merge departmental operational strategies with financial objectives, which undermines precise planning and forecasting efforts. IDL Designer accelerates these planning cycles and enhances accuracy in reporting and analysis by seamlessly incorporating operational planning within your financial performance management framework. By merging operational and financial plans, you can create a consolidated group plan and evaluate it against actual results to identify and analyze variances, all within a single platform. This comprehensive approach is why IDL continues to lead the market in financial performance management solutions, ensuring organizations can make informed decisions swiftly. Moreover, the ability to streamline these processes empowers teams to focus on strategic initiatives rather than getting bogged down in tedious data management tasks.