Conga Grid vs. Microsoft Power BI

If a user has to perform a specific update over many records, don't use a List view... use Grid. It allows users to quickly track their work, set additional formatting preferences and avoid constantly tracking work outside of Salesforce which leads data discrepencies and errors.

Incentivized

Microsoft Power BI is great for sales tracking, financial reporting, and real-time operations monitoring. It integrates data from multiple sources, creating interactive dashboards for better decision-making. However, it's less ideal for real-time big data processing, offline access, or when deep customization is needed. It works best for structured reporting but struggles with highly complex data models.

Incentivized

• 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

Incentivized

• It is great at taking in large amounts of data and housing it all.
• Microsoft Power BI is so user friendly and it's dashboards are very easy on the eye.
• The ease of sharing dashboards makes it great for use across a large company.

Incentivized

• Sometimes Conga goes slower when using it at a high volume
• Being able to pull more data through LinkedIn and Indeed
• Job match function

Incentivized

• It would be easier for users could Microsoft Power BI and Excel used the same programming languages.
• Would like to see the online version of Microsoft Power BI be as powerful as the desktop version.
• Publishing a Microsoft Power BI file online and then having to save the file is somewhat redundant.
• Would like to export each page or chart as an image.

Incentivized

Microsoft Power BI is an excellent and scalable tool. It has a learning curve, but once you get past that, the sky is the limit and you can build from the most simple to the most complex dashboards. I have built everything from simple reports with only a few data points to complex reports with many pages and advanced filtering.

It could be easier to create views or there could be additional training with step by step examples in conga community

Incentivized

Takes a little bit to get used to it. Not natively intuitive but fairly straight forward to pick up. Also docking it a few points because you can create a really clean, simple UI in Claude very quickly that's faster than building all of this yourself in Microsoft Power BI.

Incentivized

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.

Incentivized

It is a fantastic tool, you can do almost everything related with data and reports, it is a perfect substitutive of Power Point and Excel with a high evolution and flexibility, and also it is very friendly and easy to share. I think all companies should have Power BI (or other BI tool) in their software package and if they are in the MS Suite, for sure Power BI should be the one due to all the benefits of the MS ecosystem.

Incentivized

It was integrated with our erp easily and was accessible on cloud.

Incentivized

CongaGrid is native to Salesforce and takes advantage of the Salesforce Lightning experience to provide a strong, full-featured solution for cross-object data access and manipulation. The upgrades are seamless, occurring without requiring administrator application of the changes. Embedding Excel-like functionality directly within Salesforce opens up a host of use cases for accessing and manipulating Salesforce data.

Incentivized

All others apps are enablers and Microsoft Power BI is the visual that end user sees which often adds more value to the end user to make strategic decisions from this. All are equally great but Microsoft Power BI is the end result

Incentivized

• 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.

Incentivized

• We're still early in the adoption process at this company, but we've illustrated how bad data keeps us from being more productive. ~25% of a team's work week was dedicated to effectively cleaning up entries, but it was always seen as a normal to them.

Incentivized