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Top Rated
214 Ratings

Adaptive Insights, a Workday company

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Top Rated
214 Ratings
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Score 8.6 out of 101
65 Ratings
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Score 9.1 out of 101

Likelihood to Recommend

Adaptive Insights, a Workday company

It is very helpful for budgeting and reporting. I love how easy it is to automate reports and presentations. It can be more difficult to plan specific activities. It feels more high-level than activity-level. It shows totals rather than individual transactions (either past or future transactions).
Mark McConkie profile photo

InsightSquared Sales Analytics

-Explain your sales environment-What data is most important for your team to see on a regular basis?-What metrics is the sales team being graded on?-What tools do you currently have in place that can feed into InsightSquared? You need to make sure you already have a sales environment that is set and InsightSquared will basically report on it's performance.
Mona Trabelsi profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
InsightSquared Sales Analytics
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
InsightSquared Sales Analytics
Customizable dashboards
Adaptive Insights, a Workday company
10.0
InsightSquared Sales Analytics
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
InsightSquared Sales Analytics

Ad-hoc Reporting

Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics
Drill-down analysis
Adaptive Insights, a Workday company
9.0
InsightSquared Sales Analytics
Formatting capabilities
Adaptive Insights, a Workday company
7.0
InsightSquared Sales Analytics
Integration with R or other statistical packages
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics
Report sharing and collaboration
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics
Publish to PDF
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics
Report Versioning
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics

Data Discovery and Visualization

Adaptive Insights, a Workday company
7.7
InsightSquared Sales Analytics
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights, a Workday company
7.0
InsightSquared Sales Analytics
Location Analytics / Geographic Visualization
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics
Predictive Analytics
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics

Access Control and Security

Adaptive Insights, a Workday company
9.0
InsightSquared Sales Analytics
Multi-User Support (named login)
Adaptive Insights, a Workday company
9.0
InsightSquared Sales Analytics
Role-Based Security Model
Adaptive Insights, a Workday company
9.0
InsightSquared Sales Analytics
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights, a Workday company
9.0
InsightSquared Sales Analytics

Mobile Capabilities

Adaptive Insights, a Workday company
8.5
InsightSquared Sales Analytics
Responsive Design for Web Access
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics
Dedicated iOS Application
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics
Dedicated Android Application
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights, a Workday company
10.0
InsightSquared Sales Analytics

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.5
InsightSquared Sales Analytics
Long-term financial planning
Adaptive Insights, a Workday company
8.8
InsightSquared Sales Analytics
Financial budgeting
Adaptive Insights, a Workday company
8.7
InsightSquared Sales Analytics
Forecasting
Adaptive Insights, a Workday company
9.0
InsightSquared Sales Analytics
Scenario modeling
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics
Management reporting
Adaptive Insights, a Workday company
8.0
InsightSquared Sales Analytics

Consolidation and Close

Adaptive Insights, a Workday company
7.5
InsightSquared Sales Analytics
Financial data consolidation
Adaptive Insights, a Workday company
7.9
InsightSquared Sales Analytics
Journal entries and reports
Adaptive Insights, a Workday company
5.7
InsightSquared Sales Analytics
Multi-currency management
Adaptive Insights, a Workday company
7.4
InsightSquared Sales Analytics
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
InsightSquared Sales Analytics
Minority Ownership
Adaptive Insights, a Workday company
6.9
InsightSquared Sales Analytics
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
InsightSquared Sales Analytics
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
InsightSquared Sales Analytics

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
8.1
InsightSquared Sales Analytics
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
InsightSquared Sales Analytics
Management Reporting
Adaptive Insights, a Workday company
8.4
InsightSquared Sales Analytics
Excel-based Reporting
Adaptive Insights, a Workday company
8.2
InsightSquared Sales Analytics
Automated board and financial reporting
Adaptive Insights, a Workday company
8.3
InsightSquared Sales Analytics
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.8
InsightSquared Sales Analytics

Analytics

Adaptive Insights, a Workday company
7.5
InsightSquared Sales Analytics
Personalized dashboards
Adaptive Insights, a Workday company
7.3
InsightSquared Sales Analytics
Color-coded scorecards
Adaptive Insights, a Workday company
6.8
InsightSquared Sales Analytics
KPIs
Adaptive Insights, a Workday company
7.8
InsightSquared Sales Analytics
Cost and profitability analysis
Adaptive Insights, a Workday company
7.9
InsightSquared Sales Analytics
Key Performance Indicator setting
Adaptive Insights, a Workday company
7.8
InsightSquared Sales Analytics
Benchmarking with external data
Adaptive Insights, a Workday company
7.3
InsightSquared Sales Analytics

Integration

Adaptive Insights, a Workday company
8.4
InsightSquared Sales Analytics
Flat file integration
Adaptive Insights, a Workday company
8.1
InsightSquared Sales Analytics
Excel data integration
Adaptive Insights, a Workday company
8.6
InsightSquared Sales Analytics
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.6
InsightSquared Sales Analytics

Pros

Adaptive Insights, a Workday company

  • I love how easy it is to track software and general amortizations in Adaptive. The software has been an issue with my past employers, but it flows very easily here in Adaptive.
  • We also use Adaptive's OfficeConnect for easy reporting. It has helped us automate our reporting as we work with internal departments. We have the reports built, and the software and can refresh all of them simultaneously, reducing generation time and giving us more time for analysis.
  • We are building out more operational metrics now. We are starting to track sales opportunities across different business segments to see the correlation between spending activities and opportunity generation. This helps us set better targets in the future. This paired with OfficeConnect also makes it very easy to track and report on operational metrics in addition to financial metrics.
Mark McConkie profile photo

InsightSquared Sales Analytics

  • The suite of reports offered are excellent! It allows us to analyze our lead and opportunity data in ways that are not possible with native Salesforce analytics functionality.
  • The user interface is aesthetically pleasing and easy to use. This is not a given for many applications and increases the likelihood of adoption.
  • InsightSquared has excellent customer service. With enterprise edition, we have a designated customer support person to answer any of our questions and ensure that we are happy with our overall implementation.
Meghan Butler profile photo

Cons

Adaptive Insights, a Workday company

  • The layout of the various reporting options could be displayed in a more user-friendlier way. It's a bit difficult to locate where to find the reports.
  • I'm finding that the drill down feature from the monthly financials section is not as convenient as it should be.
  • The exporting to Excel or PDF format is a bit off - it's time consuming to manipulate the excel to a regular paper size.
Jessalyn Ka profile photo

InsightSquared Sales Analytics

  • I'd love to see the user interface available in other languages, especially Spanish.
  • As an administrator, I would like to be able to make more customizations myself. I believe this is on their roadmap.
  • When I create a new user in Salesforce, I would like to be able to force InsightSquared to update and immediately enable the new user rather than wait for the normally scheduled update to appear in their system. Right now, it takes about a day for the new user to appear in InsightSquared.
Meghan Butler profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.6
Based on 32 answers
We have renewed this a number of times. It fits our business model and it is now an integral part of our organization.
Harry Vasels profile photo

InsightSquared Sales Analytics

InsightSquared Sales Analytics 8.5
Based on 25 answers
The product fully meets our needs, and the price point is within our budget
Josh Costello profile photo

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.5
Based on 76 answers
Building complex reports is still difficult to do when using dimension or level attributes. Formulas are still a challenge.
Daniel Killpack profile photo

InsightSquared Sales Analytics

InsightSquared Sales Analytics 8.2
Based on 2 answers
lots of data available and very easy to change filters. it is very intuitive. The dashboards are great quick indications of where you, the team and and the company
Kerstin Barthelmes profile photo

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 9 answers
We can access Adaptive anytime 24/7 from any computer or laptop pc or Mac. They are committed to keep this product up to date and relevant
Harry Vasels profile photo

InsightSquared Sales Analytics

InsightSquared Sales Analytics 8.4
Based on 3 answers
Every time I go to use InsightSquared it has been available and fully functional
Alex Unruh profile photo

Performance

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo

InsightSquared Sales Analytics

InsightSquared Sales Analytics 9.1
Based on 1 answer
No answer on this topic is available.

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 6.8
Based on 11 answers
Support requests are always handled promptly and resolved favourably.Many user support requests arise during initial deployment and use and often represent questions relating to best methods or how to approach their particular situation, which we gladly assist with as we provide the appropriate skills transfer training and assistance.As clients become more knowledgeable in working with the product suite then they tend not to ask many questions.
Greg Clarke profile photo

InsightSquared Sales Analytics

No score
No answers yet
No answers on this topic

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 6 answers
Training receives the highest rating due to the availability of Webex training from an expert at Adaptive, with several sessions tailored to specific features including personnel, capital, formulas, reporting, etc
Andrew Rosenberg profile photo

InsightSquared Sales Analytics

No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 13 answers
Implementing the software was easy, and utilizing the implementer should be used for best practices and reviewing plan structures, etc.
Andrew Rosenberg profile photo

InsightSquared Sales Analytics

InsightSquared Sales Analytics 9.1
Based on 1 answer
No answer on this topic is available.

Alternatives Considered

Adaptive Insights, a Workday company

My decision came down to Adaptive vs Host Analytics. Host made the claim that because their sheets were just like excel, you wouldn't need to learn any new commands. Rather, I thought that was a downside. I didn't want another glorified version of excel, I was looking for something different, something new. Adaptive had that. They were also far more willing to work with a nonprofit and become a partner, rather than just a vendor.
Daniel Killpack profile photo

InsightSquared Sales Analytics

I'm unfamiliar with competitor products
Henry Hayes profile photo

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo

InsightSquared Sales Analytics

InsightSquared Sales Analytics 8.2
Based on 1 answer
No answer on this topic is available.

Return on Investment

Adaptive Insights, a Workday company

  • We've completely eliminated Excel in the budget cycle. I no longer have to consolidate 90 spreadsheets to get the organizational budget. Last minute changes are saved in Adaptive. With the audit feature, I can know who made what change and whether or not it was approved at the top level.
  • KPI dashboards have lowered expenses as users have real-time information on their expense ratio for major events. We've been able to lower costs, increase gross revenue and net revenue all at the same time.
Daniel Killpack profile photo

InsightSquared Sales Analytics

No answers on this topic

Pricing Details

Adaptive Insights, a Workday company

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  per seat, per installation

Adaptive Insights, a Workday company Editions & Modules

Adaptive Insights, a Workday company
Additional Pricing Details

InsightSquared Sales Analytics

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

InsightSquared Sales Analytics Editions & Modules

InsightSquared Sales Analytics
Modules
Financial Data (QuickBooks)
Contact Us
Support Data (Zendesk)
$502
Telephony Data (Synety)
$102
2. Per User per Month
Additional Pricing Details

Add comparison