Chartio (discontinued) vs. Revenyze

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

Great customer service and support with an easy to use interface and easy to understand. The integration is seamless and much easier to use compared to some competitors products. Having customizable dashboards to handle reporting makes easier work for the team and they are able to understand their objectives more easily. We found that the dashboards and reporting also make sure that our client touch points are correct and ensures that we are offering the best service experience. I do feel that a con for Revenyze would be the gap in packages/plans available. I believe there should be a slight increase in the offering on Pro, leave Scale as it is and introduce a slightly more entry level package that offers what Pro currently does. This offers a greater plan dynamic to the mid-size enterprises who are working on updating their B2B and CRM packages which as we all know can be an incredibly costly exercise.

Incentivized

• 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.

• Interactive and Visual reporting using Dashboards
• Hels us to understand the touch points of our clients journey and where we need to apply action
• Using task and action plans ensures that the sales team don't miss key steps in the sales process

Incentivized

• 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.

• There should be additional plan options, only having Pro or Scale could be challenging to some start up mid-size companies
• Again because the plans are quite pricing, there should possible be a trial version
• Additional data rows and sources on the Pro plan would be helpful

Incentivized

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.

Incentivized

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.

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)

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.

Incentivized

We love using HubSpot, we only have some minor niggles that introducing Revenyze solved. Together the two work in harmony ensuring the best action and tasks as well as understanding for our revenue team. The integration if you are using HubSpot already is seamless and easy to implement. The two compliment each other and you will really see the impact that using both software solutions has on your bottom line.

Incentivized

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.

• Our team target productivity is up by 40% on the previous quarter
• Integration between marketing and sales is seamless, both teams now speak the same language
• We have increased our lead nurturing by around 30%, ensuring that leads don't slip through task gaps

Incentivized