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Actiondesk has proven to be an invaluable tool for users when it comes to working with data and collaborating with their teams. The …
Starting at $500 per month
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What is Actiondesk?
Actiondesk is a spreadsheet interface that allows users to centralize, transform, and analyze data from various sources. According to the vendor, this versatile tool is suitable for businesses of all sizes, including small startups and large enterprises. It is used by sales teams, marketing teams, SaaS...
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Basic
$500
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Actiondesk?
Actiondesk is a spreadsheet interface that allows users to centralize, transform, and analyze data from various sources. According to the vendor, this versatile tool is suitable for businesses of all sizes, including small startups and large enterprises. It is used by sales teams, marketing teams, SaaS companies, ecommerce brands, and agencies to gather insights, make data-driven decisions, and efficiently build reports.
Key Features
Connect to Salesforce and other data sources: Users can import data live into a table from various sources, including Salesforce, without the need for CSV exports. The vendor states that users can connect their Salesforce account to Actiondesk and directly import data from their Salesforce database.
Build reports like Google Sheets: Actiondesk provides a familiar spreadsheet environment where users can perform basic formulas, build pivot tables, create charts and graphs, and build dashboards. Users can view, explore, and filter their Salesforce data in a spreadsheet interface similar to Google Sheets or Excel, according to the vendor.
Slack and email digest: Users can automate report deliveries over Slack or Email to ensure everyone stays updated with the latest data. According to the vendor, users can set up regular report deliveries according to their preferences.
Blend data from multiple sources: Actiondesk allows users to import data from multiple sources, including Salesforce, and consolidate it into a single, unified spreadsheet report. Users can perform lookups to retrieve related data and combine it with their Salesforce data for analysis and reporting, according to the vendor.
Live SQL access: Users have access to live SQL queries directly within the spreadsheet interface. According to the vendor, users can perform SQL queries to retrieve specific data and insights.
Automated data refresh: Actiondesk automatically refreshes imported data from external sources, ensuring that reports and analyses are always up to date, according to the vendor. Users can rely on Actiondesk to keep their data fresh and accurate.
Easy collaboration and sharing: Actiondesk allows for easy collaboration and sharing of reports and data. Users can invite team members to collaborate on reports in real-time, according to the vendor.
Customizable dashboards: Users can create customizable dashboards with charts, graphs, and visualizations. According to the vendor, users can design dashboards that suit their specific reporting needs.
Data transformation and cleaning: Actiondesk offers data transformation and cleaning capabilities. Users can clean and manipulate data within the spreadsheet interface, according to the vendor.
Scheduled data imports: Users can schedule regular data imports from external sources to ensure data is always up to date. According to the vendor, users can set up automated imports according to their preferred frequency.
Actiondesk Features
- Supported: Ad hoc Reporting
- Supported: Dashboard
- Supported: Data Connectors
- Supported: Drag & Drop
- Supported: Key Performance Indicators
- Supported: Profitability Analysis
- Supported: Publishing/Sharing
- Supported: Real Time Analytics
- Supported: Real Time Data
- Supported: Real Time Reporting
- Supported: Scorecards
- Supported: Strategic Planning
- Supported: Trend Analysis
- Supported: Trend/Problem Indicators
- Supported: Visual Analytics
Actiondesk Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Actiondesk has proven to be an invaluable tool for users when it comes to working with data and collaborating with their teams. The software's user-friendly interface and fast reporting capabilities allow users to quickly review and analyze data, providing them with immediate insights. Additionally, the ability to integrate information from Company SharePoint has facilitated the smooth creation of weekly briefings for users to present to their bosses.
One of the standout features of Actiondesk is its seamless integration with multiple data sources, including Stripe, HubSpot, and SQL databases. Users have praised the software for its ability to connect with these diverse sources, allowing them to consolidate and analyze data from various platforms effortlessly.
For users who have struggled in the past with working with data, Actiondesk has been a game-changer. It has become a go-to solution that saves time and effort compared to using tools like Google Data Studio or Google Sheets. By connecting their Postgres database, users can easily perform analysis and build reports within the familiar spreadsheet-like environment of Actiondesk. This flexibility empowers users to experiment, run small-scale analyses, and access key business data from their PostgreSQL database in real-time.
Overall, Actiondesk offers users a sense of control over their data through its intuitive interface, powerful integration capabilities, and efficient reporting functionalities. It has become an indispensable tool for those seeking to streamline their data workflows and make informed decisions based on accurate insights.
Valuable Tool for Data Collection and Analysis: Users have found Actiondesk to be a valuable tool for data collection and analysis. Its ease of use and ability to be accessed anywhere make it convenient for users to gather and analyze their data effectively.
Powerful Real-Time Data Processing: Actiondesk's feature of being a live site allows users to pull real-time data from their server, which is highly appreciated by reviewers. This capability has proven powerful for data collection, processing, and analysis, providing users with accurate and up-to-date insights.
User-Friendly Interface with Multiple Data Sources Integration: Reviewers commend the carefully developed interface of Actiondesk, which efficiently presents graphical representations of data. Moreover, the ability to incorporate multiple data sources into one place greatly benefits users in calculating sales data from various sources like PostgreSQL, Stripe, and Sheets. They find this feature especially useful as it solves the problem of consolidating information from different platforms.
Graphical Representation: Some users have expressed dissatisfaction with the graphical representation in Actiondesk, stating that it falls short compared to other applications.
Performance Issues: Several reviewers have reported experiencing lagging and unexpected shut downs while using Actiondesk, which can be frustrating during important tasks.
Limited Integrations: A common concern among users is the limited number of integrations available in Actiondesk, unless one uses a data warehouse. This restriction may hinder their ability to seamlessly connect with other tools and platforms.