How Much Time Do You Spend Waiting Around for Numbers?

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Manual Processes are Impacting Your Sales

You’re wasting too much time trying to compile market information yourself or waiting for someone to do it for you. It’s reducing your effectiveness and your ability to bring in more sales.

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You Weren't Hired to Write Reports

Your lack of technical skills in a complex reporting environment makes you reliant on IT for reports, dashboards, and valuable data to help you close more deals and drive revenue.

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You Can’t Access the Data You Need

From gathering customer data to tracking goals, salespeople are collecting and using data at every possible minute. Using your data effectively can be challenging if you can’t access that data from wherever you are.

Easily Create, Visualize, and Share Your Sales Reports and Dashboards from Anywhere

Reach Your Sales Goals Faster

Know instantly which product line to focus your sales and marketing efforts on to reach that target revenue increase while still maintaining a minimum profit margin. With insightsoftware’s reporting and analytics solutions, sales team members know where they stand any time of the quarter, month, week. or day, and managers can know where to look for improvement.

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Create Your Own Sales Reports and Dashboards

Flexible dashboards play a huge role in managing day-to-day operations, measuring performance, and adapting quickly to changing conditions. Easily pull numbers to identify trends of customers who “bought X also bought Y” to quickly adapt marketing focus, increase engagement, and widen the customer net.

Salesmarketing Reportsdashboard

Unlock Customer Insights

Which customers are the most profitable? It’s essential to understand your customers to identify where efforts should go and gauge how your business is doing. Lifetime value. Sales by customer. Profitability by customer. Make sure you’re spending quality time with who and what matters to drive your best bottom line.

Salesmarketing Customerinsight

Integrates with:

Oracle

SAP

Deltek

  • Ajera
  • ComputerEase
  • CostPoint
  • Maconomy
  • VantagePoint
  • Vision
  • Vision Cloud

Viewpoint

  • Spectrum
  • Vista

MRI Software

  • Commercial Management
  • Financials
  • Horizon
  • Horizon CRE
  • Qube Horizon
  • Residential Management

Epicor

  • CMS
  • Enterprise
  • ERP E10
  • ERP E9
  • iScala
  • iSolutions
  • Prophet 21
  • Vantage

Infor

  • CloudSuite Financials
  • CloudSuite Industrial (SyteLine)
  • Distribution SX.e
  • Lawson
  • M3
  • System21

Sage

  • AccPac
  • ERP MAS
  • Sage100

Other

  • 24SevenOffice
  • A+
  • AARO
  • AccountEdge
  • Accounting CS
  • Accountmate
  • Acumatica
  • Alere
  • Anaplan
  • Aptean
  • Assist
  • ASW
  • Aurora (Sys21)
  • Axion
  • Axis
  • BAAN
  • Banner
  • Blackbaud
  • BlueLink
  • Book Works
  • BPCS
  • Cayenta
  • CCH
  • CDK Global
  • CedAr e-financials
  • CGI Advantage
  • Clarus
  • CMiC
  • CMS (Solarsoft)
  • Coda
  • Coins
  • Colleague
  • CPSI
  • CSC CorpTax
  • Custom
  • CYMA
  • DAC
  • Data Warehouse
  • Datatel
  • Davisware Global Edge
  • Davisware S2K
  • Deacom
  • DPN
  • e5
  • eCMS
  • Eden (Tyler Tech)
  • Emphasys
  • Entrata
  • Etail
  • Expandable
  • FAMIS
  • Famous Software
  • Fern
  • FinancialForce
  • FireStream
  • FIS
  • FiServ
  • Flexi
  • Fortnox
  • Foundation
  • Fourth Shift
  • Friedman
  • Full Circle
  • GEMS
  • Harris Data (AS/400)
  • HCS
  • HMS
  • IBM Cognos TM1
  • IBS
  • IBS-DW
  • In-House Developed
  • Incode
  • INFINIUM
  • Intacct
  • IQMS
  • iSuite
  • Jack Henry
  • Jenzabar
  • JobBOSS
  • Jonas Construction
  • M1
  • Macola
  • MACPAC
  • Made2Manage
  • MAM
  • MAM Autopart
  • Manman
  • Mapics
  • McLeod
  • MEDITECH
  • MFG Pro
  • MicrosOpera
  • MIP
  • Mitchell Humphrey
  • Movex
  • MRI
  • MSGovern
  • Munis (Tyler Tech)
  • New World Systems
  • Onesite
  • Onestream XF
  • Open Systems
  • PDI
  • Penta
  • PeopleSoft
  • Plexxis
  • PowerOffice
  • PRMS
  • Pro Contractor
  • ProLaw
  • Q360
  • QAD
  • QlikSense
  • Quantum
  • Qube Horizon
  • QuickBooks Desktop Premier
  • QuickBooks Desktop Pro
  • Quickbooks Enterprise
  • QuickBooks Online
  • Quorum
  • RealPage
  • REST API
  • Retalix
  • Ross
  • SmartStream
  • Spokane
  • Springbrook
  • Standalone DB with ODBC/DSN connection
  • Standalone IBM DB
  • Standalone Oracle DB
  • Standalone SQL DB
  • SUN
  • Sunguard
  • SunSystems
  • Sys21
  • SysPro
  • SyteLine
  • TAM (Applied Systems)
  • Thomson Reuters Tax
  • Timberline
  • TIMELINE
  • Traverse
  • TripleTex
  • Unit4
  • Unit4 Agresso
  • Unit4 Business World
  • Unit4 Coda
  • USL Financials
  • Vadim
  • VAI-System 2000
  • Vantage
  • Vertex
  • Visma
  • Winshuttle
  • Wolters Kluwer CCH Tagetik
  • WorkDay
  • Xero
  • xLedger
  • Xperia
  • Yardi
  • Yardi-SaaS
Top 10 Best Practices

Top 10 Best Practices for Reporting in Excel

From financial statements to annual reports, accurate reporting is essential to the livelihood of your business. Microsoft Excel is one of the most widely used analysis tools, and most businesses use it to manage their data and create reports.

In this whitepaper, insightsoftware gives you 10 easy ways to improve your reporting practices in Excel.

You will learn,

  • How to make your reports more interactive
  • Tune your reports for performance
  • Increase report usability through these tried and true techniques

Complete the form now and a copy of this resource will be delivered to your email.

Work with the #1 Reporting and Dashboard Vendor for ERPs and EPMs

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“The savings across the business, from a BI perspective, is too large to realistically calculate. The whole organization is using Jet.”

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