Board vs. Tableau CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Board
Score 7.9 out of 10
Enterprise companies (1,001+ employees)
BOARD is a business decision-making platform for organizations of any size. BOARD hosts several business modeling, planning, and analysis all in one cloud-based platform.N/A
Tableau CRM
Score 8.3 out of 10
N/A
Tableau CRM (formerly Einstein Analytics) from Salesforce is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
$125
per month
Pricing
BoardTableau CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
BoardTableau CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
BoardTableau CRM
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Board
6.6
94 Ratings
19% below category average
Tableau CRM
8.5
46 Ratings
4% above category average
Pixel Perfect reports6.681 Ratings8.639 Ratings
Customizable dashboards6.694 Ratings7.646 Ratings
Report Formatting Templates6.687 Ratings9.244 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Board
6.6
99 Ratings
22% below category average
Tableau CRM
8.0
47 Ratings
1% below category average
Drill-down analysis6.697 Ratings7.746 Ratings
Formatting capabilities5.895 Ratings8.446 Ratings
Integration with R or other statistical packages6.667 Ratings6.835 Ratings
Report sharing and collaboration7.490 Ratings9.044 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Board
7.0
91 Ratings
15% below category average
Tableau CRM
8.5
45 Ratings
2% above category average
Publish to Web6.680 Ratings9.335 Ratings
Publish to PDF7.488 Ratings8.942 Ratings
Report Versioning6.681 Ratings8.541 Ratings
Report Delivery Scheduling7.479 Ratings8.038 Ratings
Delivery to Remote Servers00 Ratings7.732 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Board
7.2
74 Ratings
5% below category average
Tableau CRM
8.4
43 Ratings
4% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)6.673 Ratings8.640 Ratings
Location Analytics / Geographic Visualization7.467 Ratings8.938 Ratings
Predictive Analytics7.465 Ratings7.540 Ratings
Pattern Recognition and Data Mining7.31 Ratings00 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Board
7.4
75 Ratings
16% below category average
Tableau CRM
8.4
46 Ratings
2% below category average
Multi-User Support (named login)7.473 Ratings8.744 Ratings
Role-Based Security Model7.470 Ratings8.144 Ratings
Multiple Access Permission Levels (Create, Read, Delete)6.673 Ratings8.140 Ratings
Single Sign-On (SSO)8.170 Ratings8.639 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Board
6.6
78 Ratings
19% below category average
Tableau CRM
6.6
43 Ratings
19% below category average
Responsive Design for Web Access5.873 Ratings7.341 Ratings
Mobile Application5.758 Ratings6.032 Ratings
Dashboard / Report / Visualization Interactivity on Mobile5.869 Ratings7.237 Ratings
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
Board
7.4
80 Ratings
11% below category average
Tableau CRM
-
Ratings
Long-term financial planning7.375 Ratings00 Ratings
Financial budgeting7.479 Ratings00 Ratings
Forecasting6.676 Ratings00 Ratings
Scenario modeling8.272 Ratings00 Ratings
Management reporting7.478 Ratings00 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
Board
7.1
75 Ratings
12% below category average
Tableau CRM
-
Ratings
Financial data consolidation8.171 Ratings00 Ratings
Journal entries and reports6.472 Ratings00 Ratings
Multi-currency management7.462 Ratings00 Ratings
Intercompany Eliminations7.463 Ratings00 Ratings
Minority Ownership7.457 Ratings00 Ratings
Local and consolidated reporting6.669 Ratings00 Ratings
Detailed Audit Trails6.566 Ratings00 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
Board
6.9
78 Ratings
17% below category average
Tableau CRM
-
Ratings
Financial Statement Reporting7.373 Ratings00 Ratings
Management Reporting6.677 Ratings00 Ratings
Excel-based Reporting6.674 Ratings00 Ratings
Automated board and financial reporting7.471 Ratings00 Ratings
XBRL support for regulatory filing6.551 Ratings00 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
Board
7.3
80 Ratings
10% below category average
Tableau CRM
-
Ratings
Personalized dashboards7.479 Ratings00 Ratings
Color-coded scorecards7.475 Ratings00 Ratings
KPIs6.677 Ratings00 Ratings
Cost and profitability analysis7.473 Ratings00 Ratings
Key Performance Indicator setting7.472 Ratings00 Ratings
Benchmarking with external data7.363 Ratings00 Ratings
Integration
Comparison of Integration features of Product A and Product B
Board
7.3
78 Ratings
13% below category average
Tableau CRM
-
Ratings
Flat file integration7.377 Ratings00 Ratings
Excel data integration7.476 Ratings00 Ratings
Direct links to 3rd-party data sources7.372 Ratings00 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Board
-
Ratings
Tableau CRM
7.3
31 Ratings
8% below category average
REST API00 Ratings7.329 Ratings
Javascript API00 Ratings7.927 Ratings
iFrames00 Ratings6.923 Ratings
Java API00 Ratings7.926 Ratings
Themeable User Interface (UI)00 Ratings8.526 Ratings
Customizable Platform (Open Source)00 Ratings5.125 Ratings
Best Alternatives
BoardTableau CRM
Small Businesses
IBM Planning Analytics
IBM Planning Analytics
Score 8.3 out of 10
BrightGauge
BrightGauge
Score 8.9 out of 10
Medium-sized Companies
Centage
Centage
Score 9.6 out of 10
Reveal
Reveal
Score 9.9 out of 10
Enterprises
Anaplan
Anaplan
Score 8.7 out of 10
Jaspersoft Community Edition
Jaspersoft Community Edition
Score 9.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
BoardTableau CRM
Likelihood to Recommend
6.6
(100 ratings)
7.0
(47 ratings)
Likelihood to Renew
9.1
(7 ratings)
-
(0 ratings)
Usability
7.7
(5 ratings)
7.6
(6 ratings)
Availability
9.1
(1 ratings)
-
(0 ratings)
Performance
9.1
(1 ratings)
-
(0 ratings)
Support Rating
8.0
(3 ratings)
7.7
(6 ratings)
In-Person Training
7.3
(2 ratings)
-
(0 ratings)
Implementation Rating
7.2
(3 ratings)
6.0
(1 ratings)
Configurability
9.1
(1 ratings)
-
(0 ratings)
Ease of integration
9.1
(1 ratings)
-
(0 ratings)
Product Scalability
9.1
(1 ratings)
-
(0 ratings)
Vendor post-sale
9.1
(1 ratings)
-
(0 ratings)
Vendor pre-sale
9.1
(1 ratings)
-
(0 ratings)
User Testimonials
BoardTableau CRM
Likelihood to Recommend
Board International
Board is a useful tool with a great set of features. We migrated from human apps to board and we find it relatively fast in search results and better-managed threads and forums. There are some areas, such as UI and interactions which could be improved but overall a great product. The learning section is also pretty good.
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Salesforce
If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.
Read full review
Pros
Board International
  • The user interface is intuitive and easy to navigate
  • You don't need programming knowledge to create dashboards which is a great flex for non-technical users
  • You can seamlessly convert large, raw, and complex data to meaningful reports to visualize better and plan to act accordingly
  • The financial forecasting that Board provides post-analysis is truly reliable
Read full review
Salesforce
  • Interactive Dashboards, it [consists] of wide variety of charts
  • Data from different sources can be easily integrated with it
  • Security, it provides easy way to secure and share the information with the users
  • Support actions like opening hyperlink etc
  • Almost everything can be done from configuration
  • Data can easily be managed from dataflow.
Read full review
Cons
Board International
  • Board BI tool has a steep learning curve and can be challenging for a new user to reach to board's full capacity.
  • We have to use a windows scheduler to schedule data import tasks; it would be great if Board could provide its own scheduler.
Read full review
Salesforce
  • Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
  • Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
  • Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
  • More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
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Likelihood to Renew
Board International
Board is a fantastic product for swift BI solution delivery when compared with its peers. Ease of use, support and integration with Microsoft Office Addin open a wide horizon of opportunities for further enhancements to solutions. Easy bespoke app development capabilities make it a winner for us. BOARD is just like a white canvas, it lets you explore your creative side while designing and delivering a solution
Read full review
Salesforce
No answers on this topic
Usability
Board International
From a user perspective, Board is quite simple to use. You
can evaluate the presentation of the data, the navigation, the configuration of
the users, the selection of the data etc ... It would have a better rating if
it were even more intuitive as regards the construction of a project, starting
from the database, to the info-cubes, to entities, to data acquisition
procedures from other servers.
Read full review
Salesforce
Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.
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Performance
Board International
very fast and no integration problems
Read full review
Salesforce
No answers on this topic
Support Rating
Board International
The only time I needed assistance was due to a problem in
the prints: the colors of the brochures as they were on the screen were not
reproduced in the print, but a series of standard colors were reproduced. This
fact made colored numbers on a colored background illegible. From the
assistance they confirmed that it was a problem of version 10.2 that occurred
when leaving the brochures with the default colors proposed by Board. To obtain
the desired colors, they had to be personalized ... I didn't like the solution
very much and the technician who recommended it didn't like me either, but they
would have solved the problem with the following versions. In any case, the
assistance was quick and effective even if not exactly efficient.
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Salesforce
I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread
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In-Person Training
Board International
Board is fairly simple and straight forward. Advance training on workflows and procedures is a good one but the training content only touches through the interesting areas. training content needs to cover a few areas more in-depth
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Salesforce
No answers on this topic
Implementation Rating
Board International
The problem of user profiling in our context is certainly
quite complex. The complexity is given by the fact that the company is divided
territorially into logistic points of sale, but at the same time they are
virtually divided into divisions (or specific implementation areas) and points
of sale of competence. The same operator can have access to data at different
logistic sales points, sales points of competence and divisions.
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Salesforce
An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
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Alternatives Considered
Board International
Board has been more complete when compared to Anaplan. Although I didn't participate in the buying decision of any of those products I have used both and by far Board just has more features. It's more than a CPM, it's BI and CPM put together. If I had to make a choice now it would be Board.
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Salesforce
Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
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Return on Investment
Board International
  • Board facilitates proactive decision making - it gives all the insights of the company's needs, which includes predictive analytics and manipulation of data to make different types of reports.
  • Easy to use for non-programmer and integration with other software is seamless. It has [the] ability to handle large amounts of data.
  • It facilitates advanced decision-making.
Read full review
Salesforce
  • Absolutely a must-have tool if you are working on saving project
  • Create a centralized database to track project target across region
  • Easily create chart to showcase data / performance
Read full review
ScreenShots

Board Screenshots

Screenshot of PlanningScreenshot of Sales PlanningScreenshot of ProfitabilityScreenshot of GeomapScreenshot of ForecastScreenshot of Financial Plan