An intermediate Spotfire user saving our organization $$ and optimizing business processes.
Overall Satisfaction with Spotfire
I recently used Spotfire to build a joint interest payout template to help me gauge on which properties had reached paid out the status and required to bring carried interest owners back in the deck. The company was using an antiquated system to prepare payout statements but many of the statements had errors or bad data, and there was no transparency to calculate penalty uplift charges.
Pros
- Report Automation
- Enforce data integrity.
- Visual interpretation of data.
Cons
- Guidance on what functions exist in Spotfire desktop version versus Spotfire Cloud version.
- Create Spotfire desktop version for Mac operating system that is comparable to Windows operation desktop version.
- Using Spotfire to manage our reporting from our audit database kept our team from unnecessarily spending additional funds to overhaul our database with a new third-party application. Spotfire allowed our team to be optimal without investing.
Spotfire has intuitive coding formulae that seem easy to implement and very similar to excel formulae commands. Adding a table and creating visitations/tables is very easy and also intuitive.
Spotfire Training
- In-Person Training
- No Training
I primarily used the Spotfire website and the Spotfire YouTube channel.

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