Name: Actiondesk
Price: 500 USD
Rating: 6.7 (2 reviews)
Author: Actiondesk

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

JavaScript Frameworks

Mind Mapping

Mobile App Development

Push Notifications

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Embedded Business Intelligence (BI)

Enterprise Generative AI

Partner Relationship Management

Enterprise

Accounting

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Content Delivery Networks (CDN)

Data Quality

Data Virtualization

Distributed Denial of Service (DDoS) Protection

Extended Detection and Response (XDR)

Fraud Detection

Identity Governance and Administration

Identity Management

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Mobile Data Security

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Relational Databases

Scale-Out Storage

Secure Email Gateway

Smart Contracts

Tower Servers

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Appointment Scheduling

Competitive Intelligence

Content Management

Direct Mail Automation

Email Marketing

Email Testing

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Virtual Event

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

Sales

Antivirus

Security

Estate Planning

Insurance Policy Administration Systems

Insurance Underwriting and Rating

Mental Health

Public Transportation

Trucking Software

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Azurepath

Azurepath, LLC.

Webtrends Social

Webtrends

QuickMeasure OnScreen

Tally Systems

ProphetLine for Windows

ProphetLine

Help.com

Distribion

Distribion, Inc.

CoffeeCup Responsive Email Designer

CoffeeCup Software, Inc.

SAP Business Rules Management

Trackur

Cisco Virtualization Experience Infrastructure

Cisco

Actiondesk is a spreadsheet interface that allows users to centralize, transform, and analyze data from various sources. According to the vendor, this versatile tool is suitable for businesses of all sizes, including small startups and large enterprises. It is used by sales teams, marketing teams, SaaS companies, ecommerce brands, and agencies to gather insights, make data-driven decisions, and efficiently build reports.

## Key Features

**Connect to Salesforce and other data sources**: Users can import data live into a table from various sources, including Salesforce, without the need for CSV exports. The vendor states that users can connect their Salesforce account to Actiondesk and directly import data from their Salesforce database.

**Build reports like Google Sheets**: Actiondesk provides a familiar spreadsheet environment where users can perform basic formulas, build pivot tables, create charts and graphs, and build dashboards. Users can view, explore, and filter their Salesforce data in a spreadsheet interface similar to Google Sheets or Excel, according to the vendor.

**Slack and email digest**: Users can automate report deliveries over Slack or Email to ensure everyone stays updated with the latest data. According to the vendor, users can set up regular report deliveries according to their preferences.

**Blend data from multiple sources**: Actiondesk allows users to import data from multiple sources, including Salesforce, and consolidate it into a single, unified spreadsheet report. Users can perform lookups to retrieve related data and combine it with their Salesforce data for analysis and reporting, according to the vendor.

**Live SQL access**: Users have access to live SQL queries directly within the spreadsheet interface. According to the vendor, users can perform SQL queries to retrieve specific data and insights.

**Automated data refresh**: Actiondesk automatically refreshes imported data from external sources, ensuring that reports and analyses are always up to date, according to the vendor. Users can rely on Actiondesk to keep their data fresh and accurate.

**Easy collaboration and sharing**: Actiondesk allows for easy collaboration and sharing of reports and data. Users can invite team members to collaborate on reports in real-time, according to the vendor.

**Customizable dashboards**: Users can create customizable dashboards with charts, graphs, and visualizations. According to the vendor, users can design dashboards that suit their specific reporting needs.

**Data transformation and cleaning**: Actiondesk offers data transformation and cleaning capabilities. Users can clean and manipulate data within the spreadsheet interface, according to the vendor.

**Scheduled data imports**: Users can schedule regular data imports from external sources to ensure data is always up to date. According to the vendor, users can set up automated imports according to their preferred frequency.

Valuable Tool for Data Collection and Analysis: Users have found Actiondesk to be a valuable tool for data collection and analysis. Its ease of use and ability to be accessed anywhere make it convenient for users to gather and analyze their data effectively.

Powerful Real-Time Data Processing: Actiondesk's feature of being a live site allows users to pull real-time data from their server, which is highly appreciated by reviewers. This capability has proven powerful for data collection, processing, and analysis, providing users with accurate and up-to-date insights.

User-Friendly Interface with Multiple Data Sources Integration: Reviewers commend the carefully developed interface of Actiondesk, which efficiently presents graphical representations of data. Moreover, the ability to incorporate multiple data sources into one place greatly benefits users in calculating sales data from various sources like PostgreSQL, Stripe, and Sheets. They find this feature especially useful as it solves the problem of consolidating information from different platforms.

Graphical Representation: Some users have expressed dissatisfaction with the graphical representation in Actiondesk, stating that it falls short compared to other applications. 

Performance Issues: Several reviewers have reported experiencing lagging and unexpected shut downs while using Actiondesk, which can be frustrating during important tasks.

Limited Integrations: A common concern among users is the limited number of integrations available in Actiondesk, unless one uses a data warehouse. This restriction may hinder their ability to seamlessly connect with other tools and platforms.

Actiondesk has proven to be an invaluable tool for users when it comes to working with data and collaborating with their teams. The software's user-friendly interface and fast reporting capabilities allow users to quickly review and analyze data, providing them with immediate insights. Additionally, the ability to integrate information from Company SharePoint has facilitated the smooth creation of weekly briefings for users to present to their bosses.

One of the standout features of Actiondesk is its seamless integration with multiple data sources, including Stripe, HubSpot, and SQL databases. Users have praised the software for its ability to connect with these diverse sources, allowing them to consolidate and analyze data from various platforms effortlessly.

For users who have struggled in the past with working with data, Actiondesk has been a game-changer. It has become a go-to solution that saves time and effort compared to using tools like Google Data Studio or Google Sheets. By connecting their Postgres database, users can easily perform analysis and build reports within the familiar spreadsheet-like environment of Actiondesk. This flexibility empowers users to experiment, run small-scale analyses, and access key business data from their PostgreSQL database in real-time.

Overall, Actiondesk offers users a sense of control over their data through its intuitive interface, powerful integration capabilities, and efficient reporting functionalities. It has become an indispensable tool for those seeking to streamline their data workflows and make informed decisions based on accurate insights.

Basic

BIME, which was acquired by Zendesk, was a customer analytics platform that helped businesses measure and understand the customer experience from customer data. The product has been discontinued.

Base Plan

Big Data

BIME Analytics (discontinued)

Yurbi

Actiondesk

Get your free copy of the Buyer's Guide to Business Intelligence for tips, advice, and product info.

Need help deciding which BI tool is best for you?

Business Intelligence Tools & Analytics software provides historical, current and predictive views of business operations.

BI Platform

Administration via Windows App

Administration via MacOS App

Administration via Web Interface

Live Connection to External Data

Snapshot of External Data

In-memory data model

OLAP (Pre-processed cube representation)

ROLAP (SQL-layer querying)

Multi-Data Source Reporting (Blending)

Data warehouse / dictionary layer

ETL Capability

ETL Scheduler

Supported Data Sources

Data sources that can be consumed by the application.

MS Excel Workbooks

Text Files (CSV, etc)

Oracle

MS SQL Server

IBM DB2

Postgres

MySQL

ODBC

Cloudera Hadoop

Hortonworks Hadoop

EMC Greenplum

IBM Netezza

HP Vertica

ParAccel

SAP Hana

Teradata

Sage 500

Salesforce

Google Analytics

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

Pixel Perfect reports

Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.

Customizable dashboards

Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.

Report Formatting Templates

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

Drill-down analysis

Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.

Formatting capabilities

Ability to format output e.g. conditional formatting, lines, headers, footers.

Predictive modeling

Predictive modeling is the ability to build future forecasting models.

Integration with R or other statistical packages

Integration with the open-source R predictive modeling environment.

Report sharing and collaboration

Report sharing and collaboration is the ability to easily share reports with others.

Report Output and Scheduling

Ability to schedule and manager report output.

Publish to Web

Publish to PDF

Output Raw Supporting Data

Report Versioning

Report versioning is the assignment of version numbers to each version of a report to help in tracking.

Report Delivery Scheduling

Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.

Delivery to Remote Servers

Ability to deliver reports to remote servers

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

Pre-built visualization formats (heatmaps, scatter plots etc.)

Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.

Location Analytics / Geographic Visualization

Location analytics is the visualization of geographical or spatial data.

Predictive Analytics

Predictive Analytics is the ability to build forecasting models based on existing data sets.

Support for Machine Learning models

Machine learning refers to computer programs that can learn when exposed to new data.

Pattern Recognition and Data Mining

Pattern recognition and data mining mean the ability to recognize hidden patterns in large quantities of data.

Access Control and Security

Access control means being able to determine who has access to which data.

Multi-User Support (named login)

Named model access means that users have access based on name and password.

Role-Based Security Model

Role-based access means that access to data is determined by job or position in the corporation.

Multiple Access Permission Levels (Create, Read, Delete)

Multiple access permission levels means that different levels of users have different rights.

Report-Level Access Control

Report-level access control means that the type of report determines who has access to it.

Actiondesk

Overview

What is Actiondesk?