Dundas BI is a business intelligence and data visualization software that includes customizable dashboards, reporting, and visual data analytics. Dundas BI can be integrated into users’ existing business applications and its visualization and reporting tools can be customized to their needs.
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Revenyze
Score 8.0 out of 10
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Revenyze is a B2B revenue intelligence platform aimed to help middle-sized businesses сreate a single source of truth for all revenue-related data and immediately get powerful dashboards to reveal hidden insights without the need for a dedicated data analyst. The solution helps to put an end to manual reporting, bring real visibility to the entire sales process.
For all the scenarios I have so far worked on or I am currently working on, Dundas BI has proved to be more than adequate and apt to handle all of those. It is a very easy-to-use tool with quick shortcuts enabling you to prepare ad-hoc reports or dashboards in a matter of minutes.
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.
Project organization from Development to Production, you get a production and development license but I think the best way to do it is with DEV and Prod project in the Production box. Use the development box for testing updates and really crazy things. With the Dev and Prod projects on the same box, you just publish from Dev to Prod and you are done. Users only have access to the Prod projects so no one can mess up what you are working on.
Security - If you have a hierarchy (subsidiaries, divisions, department, teams) and you want each group to see only their data, then Security hierarchies are for you!
Dependent filters! What's this you ask? Here is an example of how it can be used, in your company you have departments and who works for what department is in your database. You make a dashboard that has a department filter (only show these departments), a managers filter, and employee filter. Not every manager or employee is in multiple departments usually only one. With dependent filters you can say that the manager and employee filter are dependent on what is selected in the departments filter so when you go to filter them they only show the managers or employees that are part of that department, and you can even it do so employees are not only dependent on department but on manager as well. Then it gets even better as it can be done in reverse as well so when you select a manager then go to the department it only shows the departments he works for (there are better situations where this is more useful).
It is scriptable! From calculate columns, null replacements, button actions, load actions, hover over events there a way to do what you want.
They are constantly improving and listens to your suggestions.
Not too many cons for how we use the application. It really is easy and powerful. Very powerful.
Licensing is one thing that could be looked into. It is simple, but a little confusing. For example, if I get a license today, but a new release comes out tomorrow, it seems that the license doesn't work with the new release. Maybe that is by design, but it would be nice to clearly understand.
We are still in the implementation phase, but so far we are finding it to be easy to use and learn. The eLearning courses that they have made available for free, as well as User Forums and other training videos have made even difficult concepts easier to understand.
We have bi-weekly calls with our Success Manager, as well as access to support as needed. Any question that I have had, multiple people have been willing and able to jump on a call to talk me through it, or send an email with the solution
Per dollar spent, it offers the widest range of features of the tools that we evaluated. It offers lots of options for how to configure your environment, though they are not always intuitive to figure out. Having an ETL layer was a must have for us, as well as the ability to host to secure HIPAA compliance. It is not a replacement for ad hoc reporting, but does a great job of creating parameterized reports and dashboards that look great.
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.
