Epicor Grow vs. Spreadsheet Server

Grow.com is well suited if you have a lot of data or client data to manage. If you do not have tons of data, there are other options out there that are a bit more simple and easy to use and a better price.

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Spreadsheet Server is a set it and forget it type of thing. However, if you are wanting to change up the data you get on a regular basis, this may not be the product for you.

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• I love the fact that you have a team of developers who can help me build metrics or fix metrics that I do not create properly. I had to learn SQL in order to really build the metrics that mattered, which was a lot of fun, but resulted in many broken metrics. The vendor's team was great in responding to me requests for help!
• Really, really appreciate the fact that Grow has SQL formulas to reference when building metrics. Again, as a novice, this accelerated my ability to learn and not have to leave your site and resources and stay within the Grow web properties.
• Great account managers who check in regularly and are willing to help out whenever needed.

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• It's easy to use and learn how to create new spreadsheets.
• Spreadsheet Server makes it easy to create custom financial statements for your company. It is a great tool to use with Vista by Viewpoint.
• We can create custom graphs and KPI's in Spreadsheet Server.

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• There are basic labeling issues with some of the graph types. Wish there was more customizability here, especially on complex graphs.
• Could help more with analysis of data and trends, but that's going into full-fledged BI territory.
• The functionality of being able to snapshot data isn't quite there.

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• The only issue that we came across, is that not all of our companies have the same financial structure as each other. So the GLs we use for one report, would not necessarily work for all the other companies. We did not want to create separate reports for each company either. We did find a workaround in that we created a lookup tab with GLs to use for each category for each company, then used v-lookup to pull those GLs over. This workaround worked great, but it would have been nice to have something built in to cover this.

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Very easy to use and user friendly.

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This tool is definitely a little bit difficult to be able to figure out at first, but after some time of learning you can definitely pick it up. I do wish there were more resources online that would be able to help speed up the learning process

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Easy to use and flexible.

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The support team is very helpful and in every situation we have needed help in, they have been able to assist. So I have had a good experience with them

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Customer Relations reaches out to me periodically.

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Grow doesn't have as many advanced analytics features and other capabilities as some other 'dashboard' platforms on the market. Simply, if you want a tool for internal use only that has high-level analytics capabilities (regressions, completely custom visualizations, modeling), Grow probably isn't the platform for you. To put it another way, if you have a team of data engineers and scientists doing complex analysis, Grow might not make the most sense. However, if you understand the value of data/visualization/dashboards, but lack some of those skillsets in your company, Grow might be the perfect fit. Not only is it incredibly scalable and reasonably priced compared to other market solutions, but their transform capabilities really stand out. They have many native data transformations that mimic SQL coding of a dataset, without requiring any knowledge of SQL. They've converted these transformations to easy-to-use tools in the platform, which are perfect for the less-technical user.

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Vista did not offer reporting that met our needs. We were not able to easily customize the standard reports to fit our company needs. We are able to create different reports depending on management's needs and level. It is easy to create reports for auditors as well in Spreadsheet Server.

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• Made it so much easier and faster to access data across tools
• Lessened the time exporting and uploading data to excel/sheets for analysis
• Made data and metrics more easily accessible to others in our orgs

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• Allows us quick access to cash flow statements which assist in decision making
• Provides accurate reporting for our banking needs
• Provides accurate information to our insurance and bonding vendors

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info