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Description
Operational reporting, task automation, and uploads for Microsoft Dynamics can be efficiently managed inside Excel. Manual tasks such as bulk uploads, distributing reports, and entering data again into Microsoft Dynamics consume valuable time, are prone to errors, and create undue stress for your finance team on a monthly basis. The process of identifying and rectifying reconciliation discrepancies is labor-intensive and can lead to significant issues with data integrity. Without proper visibility into your ERP and other data sources, gaining a comprehensive understanding of your financial status and closing the month can be quite challenging. The standard reporting tools that come with Microsoft Dynamics often necessitate substantial IT support, resulting in delays in report generation and creating bottlenecks for your IT department. However, with Atlas, you can effortlessly create and disseminate real-time reports without needing IT’s assistance, as it seamlessly integrates live data from Microsoft Dynamics and other sources, empowering you to generate precise financial and operational reports efficiently. This not only enhances productivity but also allows your finance team to focus on more strategic tasks, ultimately driving better decision-making for your organization.
Description
Dashbreeze is a no-code dashboard builder and business intelligence (BI) platform that helps businesses turn data into interactive dashboards, KPI reports, and actionable business analytics. Connect your data sources, organize and transform your data, create custom metrics and visualizations, and share professional dashboards without complex BI software or SQL.
Dashbreeze supports Stripe, Google Analytics 4, Notion, Airtable, PostgreSQL, MySQL, Microsoft SQL Server, Google Sheets, Excel, CSV, JSON, and Parquet, allowing teams to bring data from multiple sources into a single analytics workspace.
Create dashboards for SaaS analytics, sales performance, revenue tracking, marketing analytics, financial reporting, ecommerce analytics, product analytics, and operations. Monitor important KPIs with customizable KPI cards, gauges, charts, and data tables. Use interactive filters and data transformations to explore your data and build reports around the metrics that matter to your business.
Dashbreeze also provides automatic data updates, helping keep connected dashboards and reports current as your underlying data changes. Share dashboards with your team, clients, or stakeholders through published, shareable dashboards.
Built for startups, SaaS companies, agencies, marketers, founders, finance teams, product teams, and small businesses, Dashbreeze provides a simpler alternative to traditional business intelligence and reporting tools.
Whether you need a KPI dashboard, business analytics dashboard, sales report, marketing dashboard, SaaS metrics dashboard, or data visualization tool, Dashbreeze helps you turn your business data into dashboards worth sharing.
API Access
Has API
No
API Access
Has API
No
Integrations
Airtable
No
Google Analytics
No
Google Sheets
No
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft Power BI
Yes
MySQL
No
Notion
No
PostgreSQL
No
SQL Server
No
Integrations
Airtable
Yes
Google Analytics
Yes
Google Sheets
Yes
Microsoft Dynamics 365
No
Microsoft Excel
No
Microsoft Power BI
No
MySQL
Yes
Notion
Yes
PostgreSQL
Yes
SQL Server
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$29
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
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
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
insightsoftware
Founded
2018
Country
United States
Website
www.globesoftware.com
Vendor Details
Company Name
Dashbreeze
Founded
2024
Country
Brazil
Website
www.dashbreeze.com
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
Yes
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No
Product Features
Dashboard
Annotations
No
Data Source Integrations
Yes
Functions / Calculations
No
Interactive
Yes
KPIs
No
OLAP
No
Private Dashboards
Yes
Public Dashboards
Yes
Scorecards
No
Themes
Yes
Visual Analytics
Yes
Widgets
No
Data Visualization
Analytics
No
Content Management
No
Dashboard Creation
Yes
Filtered Views
No
OLAP
No
Relational Display
No
Simulation Models
No
Visual Discovery
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
No
Marketing Reports
Yes
OLAP
No
Report Export
No
Sales Reports
Yes
Scheduled / Automated Reports
Yes
