Likelihood to Recommend Chartio is a great tool for building presentable dashboards. It can export, you can add read-only access, and it has permissions levels by dashboard for users. There are other data analysis tools that help to analyze the data, but few allow for such a nice presentation
Kyle Epps Sr. Manager, Business Operations and Technology
Read full review CongaGrid is well suited to any data hygiene application as you can review, filter, select and apply changes across multiple fields. It is also well suited to any process where a user wishes to view data, then take action on one or multiple records within the list. It alleviates the need to set up custom report types, as cross-object filtering and reporting can be done through CongaGrid. Anything that you might wish to do using a spreadsheet with macros & cell or row or column formatting can be done in
Salesforce using CongaGrid. For simple analysis of data,
Salesforce reports and dashboards are usually more effective with abilities to chart data.
Jack Borland Senior Manager, Salesforce & Marketing Automation Operations
Read full review Pros Direct linkage to our databases. Abstracts away the visualization layer so we can focus on the data and the queries. Host of graphs and tools that permits all types of data visualizations. Haven't quite used this yet, but there is a new embedding feature that will be very helpful so that we can embed the charts into a company central dash. Read full review Allows recruiters to service candidates within a radius of a desired city/location Allows recruiters to see multiple fields/information on multiple candidates at once Allows for easier ranking/sorting by salary, years of experience, etc Read full review Cons There is not a last full month date range option. You can still get the range that you need, but the dashboards will have to be manually updated to exclusively display one whole month. When building a chart, the area which displays your tables and fields is finite. You can't adjust the size to make it easier to see. They do allow a mouse-over to see the entire name of your table/field, but I would prefer to adjust the width. Once you modify a query in the Custom Query tab, there doesn't seem to be a way to go back to using the U.I. Read full review Sometimes Conga goes slower when using it at a high volume Being able to pull more data through LinkedIn and Indeed Job match function Read full review Likelihood to Renew Great customer support: You will receive an answer by email usually within 20-30 minutes. Not only that but our CSMs for Chartio go out of their way to help, they have even created charts for some of the less experienced users that wanted an example to work from. We have had nothing but great experiences with this team.
Read full review Usability I really like using Chartio. I use it on a daily basis for pulling data from different sources and combining data (the explore tab was a great idea for this use). I think I would give it 8/10 because there needs to be more documentation or maybe blog posts about things people are doing with it. I only have my own ideas about what to do /how to graph things. I know there are some articles, but it would be awesome to have a section on the neat dashboards people are building or how they show data in different ways. Another complaint is how much time it takes to load. I know our databases aren't set up precisely for Chartio and I have been creating data stores. But the data stores have so many more limitations that adds a whole new layer of frustration. Love the product, keep up the good work and the fast fixes.
Read full review Support Rating In general, Conga is a strong company with a depth of talent in its support team. However, when new releases occur, the changes can be somewhat jarring to users as the interface does not offer the ability to hide or show messages related to the changes - all users get the same messaging from Conga around changes to their tool.
Jack Borland Senior Manager, Salesforce & Marketing Automation Operations
Read full review Online Training I use self learning materials. Pretty helpful. I find myself having to go back to the "drilldown" instructions though, and have a hard time finding hidden variables on a dashboard, so perhaps there is room for intuitive improvements (or maybe I'm just being lazy)
Read full review Alternatives Considered Chartio so far has been the easiest BI tool to setup and has also been the most affordable. There are some other, great, BI tools out there but they were a bit to heavy handed for what we needed. Also - despite the high cost per user in Chartio, the other tools were still more expensive.
Read full review I've only used
Salesforce before and am now using Conga ActionGrid. Although
Salesforce is great, it is only used to log candidate information and then log actions that have been performed. With Conga ActionGrid, we are able to log more specific details about candidates, activities and follow up items. Conga ActionGrid provides more tools that would benefit many departments
Read full review Scalability Chartio has worked well as our datawarehouse has rapidly expanded, and the usability/performance hasn't seemed to have suffered. What we haven't yet realized is additional savings from additional users. We have some dashboard needs for users who truly just view of a few charts, and the licensing structure hasn't yet been structured in a way that would support that type of approach...having 50 "core" licenses, and then potentially several hundred view only licenses for partners that would use the application infrequently.
Read full review Return on Investment It has benefited us positively, as I stated earlier- it allows us to filter down results of 65,000+ candidates to a search of 1-100 candidates. Read full review ScreenShots Chartio (discontinued) Screenshots