Create reports, make the right decisions and boost customer experience
September 29, 2021

Create reports, make the right decisions and boost customer experience

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Board

Board helped us to analyze the performance of our different campaigns, create reports and make better decisions on calculated data points. The creation of interactive reports is super easy which comes in handy while going to a meeting. It is used by certain sets of departments of our organization such as technical, consultants or marketing.

Pros

  • Helps in the allocation of budgets and forecasting future expenses.
  • It also helps in creation of right strategies based on relevant data points.
  • You can automate the process of planning and managing the employee incentive program.
  • It can easily be integrated with CRM to run better sales campaigns.

Cons

  • If you are using it for the first time, then it can be a little complicated to use.
  • Structuring of database can be difficult sometimes, therefore better documentation for that is needed.
  • Assigning user access and roles can be a little tricky.

Do you think Board delivers good value for the price?

Yes

Are you happy with Board's feature set?

Yes

Did Board live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Board go as expected?

Yes

Would you buy Board again?

Yes

  • It has a positive ROI on our business objectives. It helped us create better budgets and financial plans.
  • We can analyze our campaigns and strategies better and hence save unwanted expenses.
  • Create better reports on performance and profitability.
Microsoft Power BI, Amazon Kinesis Data Analytics, Azure Bot Service (Microsoft Bot Framework)
Board is well suited in scenarios where you want to make decisions based on the collected data, create reports, and plan future budgets and forecasts. It is a perfect fit for the finance and sales departments. It is not well-suited for front office departments where they are not directly involved with these kinds of scenarios and decisions.

Board Feature Ratings

7.2
Long-term financial planning
8
Financial budgeting
9
Forecasting
6
Scenario modeling
6
Management reporting
7
6.7
Financial data consolidation
6
Journal entries and reports
8
Multi-currency management
7
Intercompany Eliminations
5
Minority Ownership
6
Local and consolidated reporting
8
Detailed Audit Trails
7
7.2
Financial Statement Reporting
8
Management Reporting
7
Excel-based Reporting
7
Automated board and financial reporting
9
XBRL support for regulatory filing
5
6.8
Personalized dashboards
5
Color-coded scorecards
8
KPIs
5
Cost and profitability analysis
8
Key Performance Indicator setting
7
Benchmarking with external data
8
7.3
Flat file integration
7
Excel data integration
8
Direct links to 3rd-party data sources
7
7.7
Pixel Perfect reports
8
Customizable dashboards
7
Report Formatting Templates
8
7.8
Drill-down analysis
8
Formatting capabilities
7
Integration with R or other statistical packages
9
Report sharing and collaboration
7
8.3
Publish to Web
7
Publish to PDF
10
Report Versioning
8
Report Delivery Scheduling
8
8.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
7
Location Analytics / Geographic Visualization
9
Predictive Analytics
8
7.5
Multi-User Support (named login)
7
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
8
Single Sign-On (SSO)
7
7.3
Responsive Design for Web Access
7
Mobile Application
9
Dashboard / Report / Visualization Interactivity on Mobile
6

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