Best Reporting Software for Salesforce - Page 2

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

Scoop is the best thing that has happened to data since spreadsheets. Instantly unlock all your business data. Scoop allows you to combine and analyze data anywhere for better decisions. You can forget about all the resources and tools you need to get answers from your data. Scoop lets you do everything from data collection, spreadsheet analysis and visual data stories in one platform. Data from your business applications can be automatically collected and blended together. Scoop allows any application to push data, without requiring pre-built connectors and custom APIs. Create master datasets for analytics, visualizations and more, using your spreadsheets. Scoop automatically updates your data. From scooping up data from applications to prepping data in spreadsheets, to analyzing and presenting visual data stories. No data team or technical setup is required. Blend data from multiple sources to create beautiful data stories using live, shareable data.

Discover essential sales and service insights using Salesforce Einstein Analytics, an advanced data visualization and self-service Business Intelligence (BI) tool. Previously referred to as Salesforce Analytics Cloud, Einstein Analytics offers a comprehensive solution that leverages Artificial Intelligence (AI) to assist business professionals in examining vast amounts of data across various sectors such as sales, service, and marketing. This capability allows organizations to make informed decisions quickly and effectively. By harnessing the power of AI, users can uncover trends and patterns that facilitate strategic planning and operational enhancements.

Chartio is a cloud-based business analytics platform for small and medium-sized businesses. It allows you to track and analyze critical business data. The entire organization can use it - from founders to business executives, product managers and business managers. Chartio offers cloud-based data exploration, stunning charts, and interactive dashboards that help teams turn data into actionable insight. Chartio is the top-ranked self-service business intelligence program for SMBs.

Style Intelligence from InetSoft is a complete business intelligence platform that empowers companies with the ability to analyze, monitor, report and collaborate on business and operational data coming from different sources in real-time. Its top features include a data mashup Data Block architecture and professional atomic block modeling tool. There is also a database write-back option. Style Intelligence is robust and easy-to-use. It offers granular security, multitenancy support, multiple integrations, and is fully scalable.

Yellowfin is the only analytics suite that successfully combines action based dashboards with industry-leading automated analysis and data storytelling. By delivering the best analytical experience, Yellowfin provides your users with unique ways to engage with and act on their data, and addresses the needs of data analysts, business users, customers and developers who want to build, deploy or use amazing analytical experiences. Analytics for software companies: Integrate and embed analytics with a difference into your app, your way • Replace legacy or home grown reporting tools • Embed a modern self-service analytics suite • Deliver an exceptional customer experience Analytics for enterprise: Get more value from your data in new and innovative ways • Migrate from spreadsheets to a modern analytics platform • Replace legacy BI applications • Embed analytics into operational workflows Analytical Application Builders: Leverage your domain expertise to create data products that delight • Create unique data driven applications • Close the loop on analytics • Deliver insights as a service

Datameer is your go-to data tool for exploring, preparing, visualizing, and cataloging Snowflake insights. From exploring raw datasets to driving business decisions – an all-in-one tool.

ClicData is the first cloud-based 100% cloud-based Business Intelligence software and data management software. Our data warehouse makes it easy to combine, transform, and merge data from any source. You can create interactive dashboards that are self-updated and shareable with your manager, team, or customers in multiple ways. Email delivery schedule, export, or dynamic dashboards via LiveLinks. ClicData automates everything, including data connection, data refresh, management, and scheduling routines.

Toucan, a customer-facing platform for analytics, empowers organizations to drive engagement and provide the best possible end-user experience. Toucan makes it simple, from data connections to the distribution and sharing of insights wherever they are needed. Toucan analytics are 3x more popular than the industry average. With hundreds of connectors, users can connect to any cloud-based or stored data. Data readiness features make data preparation easy for business people. They can perform tasks that would normally require an expert. Visualization can be described as "data storytelling", where every chart is accompanied with context, collaboration and annotation to help users understand the "why" behind their data. Finally, deployment and management are easy with one-touch deployment, from staging to production, easy embedding and publishing to any device.

Utilize office TV screens to share insights and updates through Slack or set up automated email notifications for your clients without needing prior experience or IT assistance. Octoboard is a completely self-service platform that gathers, visualizes, and refreshes data for more than 18,000 business clients, whether in the cloud or on-site. The adage "what gets measured gets done" rings true; by quantifying your business objectives, you can effectively communicate performance goals. In mere seconds, you can craft stunning, shareable dashboards and reports. Octoboard automatically aggregates information from all your cloud applications, ensuring data consistency while saving you valuable time on visualization, sharing, and reporting. You can efficiently manage your devices, including office TVs and monitors, directly through the Octoboard interface. Gain insights into your data and assert control over various metrics, from live website traffic and lead generation to customer retention and support tickets. Moreover, you can integrate Sales, Marketing, Support, and DevOps metrics alongside real-time events to create a comprehensive view of your business performance. This holistic approach empowers teams to make informed decisions based on real-time data.

Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.

Watershed can be used to standardize and collect data from your learning ecosystem. This will allow you to automate reporting, reduce scrap and provide a single source for truth. Watershed's Learning Record Store (LRS), which collects data via xAPI and proprietary connectors, as well as a data conversion engine, eliminates the need to access siloed systems data. The learning analytics capabilities provide robust reporting options that include enterprise integration, data security, and scalability.

Hurree is more than a dashboard platform, it is the beating heart of your data ecosystem. Our goal is to transform the way businesses centralize, visualize, and collaborate on their data. At Hurree, we've simplified your analytics process, fostering collaboration, and delivering impactful results all within a single, intuitive platform. Say goodbye to countless hours spent piecing together data from various tools and platforms. Hurree centralizes your data, providing up-to-date insights with dynamic and customizable dashboards. From Meta and TikTok to Salesforce and HubSpot, we empower you to be your own data analyst and navigate your data ecosystem. But that's not all. With our powerful AI assistant, Riva, we've added an extra layer of AI capabilities to your dashboards. Features like predictive analytics, chatbot capabilities, and summarized outputs make Riva a true data partner, offering actionable insights like never before. Join us on our mission to empower businesses with data-driven insights, fostering a data-driven culture within teams, and making strategic decisions easier. Harness the power of machine learning to bring your data to life with Riva by Hurree.

Harness the synergy of automation paired with a personal touch to achieve comprehensive oversight of your data and gain insight into your operations. With Coupler.io, you can seamlessly access, comprehend, and act upon your data through a robust suite of tools and specialized services. Our offerings range from tailored integrations and insightful dashboards to streamlined workflows that enhance and automate everyday tasks, ensuring our data experts tailor solutions specifically for your business's growth. Coupler.io is meticulously crafted to meet all your data-related requirements, offering everything from dependable data automation solutions to exceptional data analytics services. With nearly 15 years of expertise in SaaS, workflow automation, and data analytics, Coupler.io stands as a trusted ally for your organization's success and progress. In an increasingly data-driven world, having the right partner can make all the difference in achieving your business objectives.

AnswerRocket, a U.S.-based software firm, has been at the forefront of search-driven data discovery analytics through natural language technology since its inception in 2013. Their innovative solutions equip businesses with the necessary intelligence and analytics to thrive in a data-centric market. With a sophisticated and expertly designed platform, they provide a comprehensive understanding of data analysis and distribution within an organization, ultimately granting companies a competitive edge. This distinct advantage empowers businesses to make informed decisions and stay ahead in today's fast-paced economy.

DBxtra offers a cloud-driven solution for business intelligence, reporting, and dashboards, enabling companies to develop and share interactive web reports and dashboards effortlessly. Users are not required to possess any SQL, programming, or web technology skills to effectively create, implement, and oversee ad-hoc reports using DBxtra. The platform comprehensively addresses all reporting requirements. Additionally, potential users can experience DBxtra through a complimentary 30-day trial. This allows businesses to explore its features and functionalities without any commitment.

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.

EMAsphere, a SaaS performance management platform, automates your forecasting and reporting processes. Our 50+ connectors allow you to automatically collect your operational and financial data and transform it into pre-configured, customizable KPIs or dashboards. The platform also offers expertise features, such as analytical views, management consolidations, cash flow monitoring, budgets, and forecasts. You can now concentrate on analysis and not on handling errors.

Arria NLG Studio is an innovative AI solution crafted by Arria NLG, designed to cater to both large enterprises and small to medium-sized businesses. This powerful platform enables organizations to mimic the human ability to analyze and articulate data insights in a manner that is easily comprehensible. The software is adept at producing insights in various forms, such as financial analysis, trend identification, problem-solving, and forecasting future events. Leveraging Arria's proprietary natural language generation technology, the company has developed several SaaS solutions that deliver industry-specific reports filled with pertinent information in mere seconds. This represents a significant advancement in the realm of business intelligence and data reporting. Additionally, Arria NLG Studio provides API accessibility, ensuring seamless integration with a wide range of software platforms, making it a versatile tool for any organization looking to enhance its data communication capabilities.

Cyberscience is an international software company that offers Cyberquery, a Business Intelligence suite. Cyberquery is available in both SaaS as well as traditional licensing models. Cyberquery's most valuable features include an intuitive UI, analytics, drills, data visualizations, dashboards and automated content distribution. Cyberscience is different from other vendors in the BI market by offering live phone support and email support. The support team averages 15 years of industry experience. Cyberscience's support team responds to customer queries within minutes. They also score highly in satisfaction surveys.

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.

No per-connection charges for setting up all the automated connections that you need. No per-connection fees for all the automated connections that you need. No technical expertise is required to set up and scale your cloud data warehouse or processing operations. Conversionomics allows you to make mistakes and ask hard questions about your data. You have the power to do whatever you want with your data. Conversionomics creates complex SQL to combine source data with lookups and table relationships. You can use preset joins and common SQL, or create your own SQL to customize your query. Conversionomics is a data aggregation tool with a simple interface that makes it quick and easy to create data API sources. You can create interactive dashboards and reports from these sources using our templates and your favorite data visualization tools.

You can easily create both the current reports and a new format without any issues. The process of developing reports is straightforward, thanks to the ability to utilize Excel within your existing PC setup. This eliminates the need to remember design tools or outsource design work, ultimately saving both time and money. With over 200 available templates, starting from scratch is unnecessary. Additionally, you can convert files into PDF and Excel formats, turning physical reports into electronic versions. Sharing report data across various platforms is also a breeze. Moreover, making corrections and revisions post-output is simple and efficient. You have the option to print, set allocations, and configure security settings for PDF files, as well as perform pivot analysis on Excel documents. This flexibility allows for effective use in a variety of business situations. Furthermore, if Fleekform collaborates with Fleekdrive, it can enhance the management and storage of generated reports significantly. By designating Fleekdrive as the storage location for report outputs, you can facilitate report sharing, streamline workflows, and automate processes effectively. This integration not only improves efficiency but also ensures that all reports are easily accessible and organized.

Better Reports provides immediate access to your information, enabling you to make more informed choices. You can select from a vast array of built-in reports and metrics tailored for each connector. Dive deeper into your data by crafting personalized reports with pivot tables or engaging visual charts. Set up automated schedules for daily, weekly, or monthly report deliveries straight to your inbox or Google Sheets. You can segment and filter using any field, as each connector leverages all available APIs to display every entity and field. The BRQL syntax has been specifically crafted for optimal reporting and analytics. Once you create your custom metrics, you can effortlessly reuse them across various reports. Additionally, you can establish distinct spaces for each team, while implementing detailed permissions for every member, ensuring everyone has the right access. This comprehensive approach guarantees that your reporting needs are met while fostering collaboration among different teams.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.