Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. It helps users to find and manage the information and insights needed with fewer clicks and less screen switching. Conga Grid helps its users to save time, improve data quality, get a clear view into needed data, and create a more productive workplace in Salesforce to drive growth across the organization. Using…
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Microsoft Power BI Embedded
Score 8.0 out of 10
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A solution from Microsoft to provide customer-facing reports, dashboards, and analytics in applications by using and branding Power BI as one's own. Designed to reduce developer resources by automating the monitoring, management, and deployment of analytics, while getting full control of Power BI features and intelligent analytics.
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Conga Grid
Microsoft Power BI Embedded
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Conga Grid
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Free/Freemium Version
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Premium Consulting/Integration Services
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Community Pulse
Conga Grid
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Features
Conga Grid
Microsoft Power BI Embedded
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Conga Grid
7.0
3 Ratings
11% below category average
Microsoft Power BI Embedded
7.3
1 Ratings
7% below category average
Report sharing and collaboration
7.03 Ratings
9.01 Ratings
Drill-down analysis
00 Ratings
7.01 Ratings
Formatting capabilities
00 Ratings
6.01 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
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.
This product is very convenient to use and implement and is considered a "de facto" standard in the Business Intelligence sphere. First of all, it contains numerous features in terms of visualization, data provisioning, data source integration which makes it a perfect tool for the development of BI analytics. Secondly, it provides great capabilities for the development of data markets for the whole development team. Thirdly, the sharing capabilities of dashboards that are updated in a real-time manner provides great incentives for end-users
A specific strength of Conga is the ability to easily produce cross-object displays where you can take information like open Opportunities and layer on information such as Activities, Orders, Opportunity Products with all related information being accessible when individual lines are selected. The reading pane functionality is a huge timesaver for reps working lists of records.
Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list. At the same time, you can select other records, and do the mass update or mass create of tasks that are relevant for them.
Similar to how Excel has VBA, Microsoft Power BI uses PowerQuery (M/DAX). Though DAX is similar to Excel in terms of how it is written, I just think it's something that would be difficult for new users to figure out.
Something I would like to see done differently in Microsoft Power BI is the ability to have presets for sorting/arranging of visualizations. Though it is nice to arrange the dashboard freely, it would also be nice to have preset arrangements based on visualizations (for those of us bad at making dashboards look appealing).
With Microsoft Power BI, it is hard to show others your dashboard using the free platform (unless you show them from your computer/account). This can cause issues if your firm is trialing Microsoft Power BI before purchase.
It's easy to use for what is presented in the reports that have been developed and presented. It's not so easy to customize those reports, "make them your own" and save them for later reuse.
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.
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
I haven’t used any other software that can be compared to this and that is a good thing as this means that this software is the best one on the market. Tough other apps may exist we only use Microsoft Power BI because it is simply the best app out there.