Likelihood to Recommend InsightSquared has been a great tool for quick reference dashboards for the whole organization and teams within the sales org. It presents a standardized individual dashboard for all the reps on the team. It doesn't fare well when trying to deep dive things like campaign and lead source inquiries, as well as activities associated with that opportunity.
Read full review We can recommend this software without hesitation, as it has the ability to generate reports and data analysis, as well as process the data automatically, which saves time. It is ideal for small and medium-sized companies that wish to improve their services in the business world
Luis Alcalá Senior Manager, HR Planning & Talent Management
Read full review Pros The dashboard is amazing: easily customize your view so you can view all the data that is most relevant to you at a glance Sales metrics: see how you are comparing to your peers, from every possible angle. InsightSquared gathers all the data you need to know, want to know, and didn't even know you wanted! Predictive statistics and the likelihood of a deal to fail or succeed is quite useful in a sales environment where time efficiency is key. Need to know what deals to focus on? You can see exactly what deals need more TLC, which ones are likely to close, and which ones to stop wasting time on. Read full review Yellowfin’s Storyboard, Timeline and Collaborative tools make it easy to share data and insights across an organisation. Strong Operational and Executive Dashboards that reflect the business KPIs and can send out prompts to people within the business based on rules. Yellowfin makes it incredibly easy to create dynamic reports and dashboards which incorporate maps through locational intelligence functionality. Yellowfin is a single license and all access is via a web browser making it perfect for both on-premise and cloud deployment. Mobile apps are also available. User roles and source filtering allows Admin/IT to offer different functions/views by user group/role. Mobile BI applications to support any device .. API connectors ( YF 7.2 on the way in Mar16 ) for a range of third-party Web-based applications, data sources, Enterprises CRM/ERP apps & open data platform apps, including Salesforce, Google Analytics, Twitter, Youtube , Zoho CRM, XE.com & more coming to make endusers to integrate their applications for better benefits Yellowfin Integration with Predictive analytical and Big Data processing tools like R, UDF, Spark to build rich applications for end users Read full review Cons I know this is something they have in process, but I would love to be able to customize reports myself. The support team is always super responsive and makes sure that we're taken care of. But, it would be great to just be able to log in and change the small things myself. I recently downloaded the InsightSquared app to my phone, and I'd like to see more functionality there. Currently. You are only able to see dashboards that have a already been created. Read full review The ability to predefine a colour for a specific graph as a selection option dynamically. The ability to customise the label of a chart, especially with respect to performance related reporting graphs we need an increase in dynamic charting options to meet our more specialised requirements. Read full review Likelihood to Renew InsightSquared has been hugely beneficial to us, and to me in particular as someone outside of our sales team to gain insight into how our sales team and company is performing and how our overall health is. They offer fantastic customer support and have a great community to assist in your implementation of the product.
Read full review Usability InsightSquared is easy to use overall. Running reports and creating dashboards is quick and easy - drag and drop functionality. All reports have multi-filter options allowing you to drill down into your data. Scorecards for employees help show how quickly a rep can start selling after they join your team. Activity ratios provide insight into what it takes from a KPI standpoint to close a deal.
Read full review As mentioned previously, if a newer company is looking for a strong, polished BI tool, Yellowfin would be a great software vendor to consider. Unfortunately, the high cost might be a barrier to these newer companies who dont have any legacy software/agreements such as an EA agreement with Microsoft.
Read full review Reliability and Availability Every time I go to use InsightSquared it has been available and fully functional
Read full review 99.9% availability
Read full review Performance The Best
Read full review Support Rating InsightSquared has a very responsive team, and always willing to help with reporting needs which are not able to be completed in house. They do offer a professional services team at an additional cost, so if your reporting is very complex, or you have a team that is continuously changing the type of metrics they require as a business, their support team will be an invaluable asset for you.
Read full review They have good support in what they provide. But what they provide is not what is promised. I would stay with them if I can. Be very careful before signing up with them. They are not what they seem in the sales pitches. Be very careful and make sure you test and test before you sign up.
Read full review In-Person Training Yellowfin provides 3 levels of training to support consumers, business analytics, developers and Administrations :
Yellowfin BI Training - Level 1 (Exploration) Yellowfin BI Training - Level 2 (Advanced) Yellowfin BI Training - Level 3(Expert) Read full review Online Training Web-based training for large audiences for Level 1 and Level 2 I would suggest
Read full review Implementation Rating Design the data model and views for each dashboard is very important and it is the success factor Configuration of cluster for large implementation
Read full review Alternatives Considered I was not involved in our purchasing of this platform, so comparing it is difficult. This being said, it's most similar to constantly running reports in Salesforce, probably. SFDC offers more flexibility, obviously, but InsightSquared offers better visualization, less report updating, and more features dedicated to making analytics more enjoyable. It's worth the cost of the platform to save your admin time in reporting.
Read full review Yellow Fin platform is browser agnostic and is accessible from desktops as well as mobile devices. It is very simple and fast, it is integrated with Big Data, clients do not require a great training. It just works. But it’s easier to have things on the cloud, especially if you need to use different computers. Yellow Fin lacks the cloud feature.
Read full review Scalability - Tested 500 con-current users in Linux platform with 4 cores systems - Tested with cloud based VM - Tested with 1000 reads per minutes
Read full review Return on Investment Fast, accurate insight into the business (positive) Provides data useful in performance management (positive) Easy to export reports and diagrams for board reporting (positive) Lack of insight into KPIs other than $ pipeline (negative) Read full review Yellowfin gives us a BI tool that is incredibly sleek, which leads our data to be clean, concise, and in an "easy-to-digest" format. Read full review ScreenShots Mediafly Intelligence360 Screenshots