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monday.com

monday.com is an award-winning work and project management platform that helps teams of all sizes plan, prioritize, manage, and execute their work more effectively. The platform offers solutions for a wide range of use-cases such...Read more about monday.com

CXO Software

Your organization depends on your team to deliver the actionable C-Level insights from your EPM data that it needs. If you are stuck with static reports, BI tools that don’t innately understand the hierarchies and dimensions of fi...Read more about CXO Software

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Asana

Asana helps teams orchestrate their work at scale—from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located or how many different d...Read more about Asana

Cluvio

Cluvio is a cloud-based business intelligence and analytics solution that enables businesses to analyze data through a dashboard. The solution helps in running queries, filtering results, and displaying data via graphs and charts....Read more about Cluvio

4.50 (74 reviews)

Izenda Business Intelligence

Izenda is a business intelligence (BI) platform that enables real-time data exploration and report creation. It is suited for software vendors and development teams in enterprises that need to embed BI and analytics functionality ...Read more about Izenda Business Intelligence

4.42 (31 reviews)

BOARD

Board is the Intelligent Planning Platform that offers smarter planning, actionable insights and better outcomes for more than 2,000 companies worldwide. Board allows leading enterprises to discover crucial insights which drive bu...Read more about BOARD

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TruOI

With the TruOI Platform, you’re not only able to only see how your company is performing in real-time, but the platform also initiates automated system activity based on pre-programmed performance to keep your organization on trac...Read more about TruOI

4.55 (40 reviews)

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Sisense

Sisense goes beyond traditional business intelligence by providing organizations with the ability to infuse analytics everywhere, embedded in both customer and employee applications and workflows. Sisense customers are breaking th...Read more about Sisense

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Phocas Software

Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Our software brings together organizations’ most useful data from an ERP and other business systems and presents it in a ...Read more about Phocas Software

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Pentaho

Pentaho is a business intelligence system designed to help companies make data-driven decisions, with a platform for data integration and analytics. The platform includes extract, transform, and load (ETL), big data analytics, vis...Read more about Pentaho

4.29 (43 reviews)

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MicroStrategy Analytics

The MicroStrategy analytics platform is a cloud-based and on-premise self-service business intelligence platform that supports both data mining and visualization. The platform can be implemented on a gradual and as-needed basis, s...Read more about MicroStrategy Analytics

4.33 (58 reviews)

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Logi Analytics

Logi Analytics is a business intelligence (BI) platform that provides self-service analytics tools for businesses. It can be embedded directly into the applications that employees use every day. Key features include a dashboard, d...Read more about Logi Analytics

4.17 (41 reviews)

1 recommendations

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Exago BI

Exago BI is a web-based solution that’s designed to be embedded in web-based applications. Embedding Exago BI allows SaaS companies of all sizes to provide their customers with self-service ad hoc, operational reporting, and inter...Read more about Exago BI

4.61 (59 reviews)

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Domo

Domo transforms business by putting data to work for everyone. Domo’s low-code data app platform goes beyond traditional business intelligence and analytics to enable anyone to create data apps to power any action in their busines...Read more about Domo

4.22 (203 reviews)

4 recommendations

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Qlik Sense

Qlik Sense is a business intelligence (BI) and visual analytics platform that supports a range of analytic use cases. Built on Qlik’s unique Associative Engine, it supports a full range of users and use-cases across the life-cycle...Read more about Qlik Sense

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Necto

Panorama Necto is a business intelligence (BI) suite that is designed to work in tandem with any data source—OLAP, spreadsheets, relational and in-memory. Necto suits midsize and enterprise-level companies across all major in...Read more about Necto

4.26 (40 reviews)

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CRM Analytics

FrontRunners 2022

Salesforce Analytics Cloud, also known as Wave Analytics, is a cloud-based business intelligence (BI) system that provides an interactive platform to access and share business trends. The software provides data insights and helps ...Read more about CRM Analytics

4.25 (66 reviews)

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Chartio

Chartio is a cloud-based business intelligence solution that provides founders, business teams, data analysts and product teams in an organization tools to manage day-to-day business operations. Chartio's tools provide users ...Read more about Chartio

4.46 (40 reviews)

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DecisionPoint

DecisionPoint For Excel is a business intelligence solution for small and midsized businesses that work on microsoft excel. It allows users to create interactive dashboards directly from data stored in Excel spreadsheets. Use...Read more about DecisionPoint

3.88 (12 reviews)

Style Intelligence

InetSoft Style Intelligence is a business intelligence software platform that allows users to create dashboards, visual analyses and reports via a data mashup engine—a tool that integrates data in real time from multiple sources. ...Read more about Style Intelligence

4.55 (42 reviews)

2 recommendations

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Buyers Guide

Last Updated: November 18, 2022

As more companies realize the benefits of implementing business intelligence software, there has been an increase in the number of vendors offering dashboard software. Dashboard solutions provide a visual overview of organizations' data and analytics in an interactive dashboard that displays key performance metrics (KPIs) in various charts, graphs and animations. These visuals help illustrate business trends and insights so users can better understand company performance and make faster, more informed and accurate decisions. 

Before deciding on the right dashboard software for your organization, however, it's important to understand more about what it is and the benefits it can provide. To that end, we've put together this helpful guide that breaks down everything you need to know.

Here's what we'll cover:

What Is Dashboard Software?
Common Features of Dashboard Software
Benefits of Dashboard Software Applications
What Type of Buyer Are You?

What Is Dashboard Software?

Key performance indicators (KPIs) are useful metrics for companies to benchmark progress. But without visibility into these metrics, fires may be burning without any signs of smoke or alarms to alert you to the problem. Dashboard software connects data from throughout the organization, consolidates that information into digestible visualizations and helps decision-makers come to more intelligent conclusions.

Of the hundreds of conversations we’ve had with buyers, there are several recurring themes we hear during our calls. Most buyers are typically using homegrown solutions, disparate analytics tools with limited connectivity or even spreadsheet programs such as Microsoft Excel.

Common reasons these buyers are researching dashboard software include:

  • The organization has outgrown its existing reporting technology and is looking for something more advanced and flexible.
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  • Current reporting systems cannot successfully compute the amount of data the organization collections.
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  • Existing analytics technology has become slow, cumbersome and inaccurate to the point that using it has become a chore.
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  • Regular reporting has become tedious, and the organization would prefer automatic, real-time reporting.
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  • Business users need access to analytics and reports, but the current technology is only usable by IT staff.

There are a number of applications on the market with a wide range of features, functionality and prices that can successfully address the above pain points. This guide will help explain the benefits that can be realized with dashboard software, the top features and functionality offered and common buyer scenarios to be aware of.

Common Features of Dashboard Software

KPI visibility Allows users to access key performance metrics from a single dashboard. Also gives them the ability to create department-specific dashboards, or create reports for executives so they can access the most important metrics instantly.
Interactive dashboards Enables users to quickly create new dashboards and reports from a set of regular data sources. You can also define how users can click on any metric to drill-down further for additional information.
Timeframe comparison Gives the ability to compare key metrics over time so users can quickly identify trends and areas for improvement.
Customizable permissions Enables the definition of multiple permission levels to customize which dashboards and reports different employees can access.
Alerts and notifications Alerts can be configured to notify users of immediate changes in performance. These notifications can be sent to an email address, or notify users directly within the application.
Web accessibility Many BI dashboards are Web-based, meaning they are accessible from any device with a Web browser. Users can log in from anywhere to access their dashboards and reports.
Native mobile apps As smartphone and tablet devices have increased in both popularity and functionality, vendors have invested in the development of beautiful, fast mobile apps. Many vendors now offer native solutions for Apple iPhone, iPad and Android devices.
Data integration Dashboard users can pull data from their own database, other business applications or a variety of other sources. The dashboard then becomes a central analytical tool for the entire organization.

Benefits of Dashboard Software Applications

Dashboard software offers organizations a host of benefits. The top three benefits that can be realized with dashboard software applications include:

Increased visibility of key metrics. Interactive reports and scorecards mean users can quickly slice-and-dice data in interesting ways. Anyone with access to the dashboard software can review historical KPIs to inform future decisions.

Customizable reports (without IT assistance). In the past, IT professionals were likely the only team members with technical capability to build new, customized analytics reports. Today, dashboard solutions make it easy for less-technical workers to build powerful reports tailored to their needs.

Real-time access to data. Data can be integrated from a variety of sources, providing dashboard users access to key business metrics in real time. Dashboard software users only need to log-in and select a few parameters to quickly obtain up-to-date analytics. And once a new dashboard is built, the report will update in real-time, reducing the time spent crunching numbers and leaving more time for the analyst to analyze trends.

What Type of Buyer Are You?

As you begin your research for a new dashboard software solution, it's important to know what type of buyer you are so you can make the best decision for your organization. Consider if you fall into any of the following categories, as these different buyer types will require specific functionality in their dashboard applications.

Department managers and business users. Many dashboard software providers offer pre-built, department-specific scorecards and reports to help business users quickly find the most important metrics. These dashboard applications are often built into or built on top of popular customer relationship management (CRM), human resources (HR) suites and many other business applications.

Corporate executives. Executives need the ability to track KPIs from a bird’s-eye view, but should still be able to drill-down and investigate specific metrics. These buyers will often need dashboards that can be highly customized, with a back-end infrastructure that can support data integration from a large number of systems and databases.

Software vendors. Analytics functionality is a common feature in many business software applications. Vendors can choose to embed dashboard software directly within its own application, or provide the functionality via another means, such as a custom portal. Customer service solution vendor Zendesk, for example, offers dashboard functionality by embedding the GoodData business intelligence platform.