Business Intelligence Software For Sales

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If you’re still managing and analyzing your data by hand… stop. The robots are smart enough to do it for you now, and you have better things to do with your time, like use AI-generated insights from your data to make big decisions that affect the bottom line.

Business Intelligence Software For Sales

Business intelligence (BI) software uses APIs, automation, AI, and other tools to simplify the process of data compilation, organization, analysis, and visualization. It requires data and does pretty much everything but the actual decision making for you.

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There are hundreds of platforms out there that market themselves as BI or BI-adjacent tools, but not all of them help you gain actionable insights from your data while remaining accessible to businesses of all sizes. I spent several weeks testing dozens of BI tools, and based on my research and time spent testing the platforms, these eight stood out among the rest.

All of our best apps roundups are written by people who have spent much of their careers using, testing, and writing about software. We spend dozens of hours researching and testing apps, using each app as it was intended to be used and evaluating it against the criteria we set for the category. We are never paid for placement in our articles from any app or for links to any website – we value the trust readers place in us to offer authentic reviews of the categories and apps we review. For more details on our process, read the full breakdown of how we choose apps to feature on the blog.

To test these business intelligence tools, I created an account with each platform, imported sample data, and tested critical features like data source linking, dataset linking, visualization and dashboard building, and AI-generated insights.

Using the criteria above, some extensive research into these apps, and my insights from testing them, here are my picks for the eight best business intelligence software solutions.

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Datapine’s ratings alone were enough for me to suspect it would earn a spot on this list, and testing it only confirmed my hypothesis.

I was particularly impressed with the platform’s Smart Insights tab. You’re greeted with a series of written takeaways about your data, along with annotated charts that speak to those insights. They are divided by category with tabs for growth and forecast, value drivers, key segments, outliers, correlations and even interactive what-if scenarios that allow you to see how results would be affected if certain factors were to change.

I also found the app’s dashboards to be very flexible (and almost…fun?). You can drag charts anywhere in a dashboard and they are highly customizable. Customize fonts, colors, gradients, shadows, titles and subtitles, and even mark up your dashboard with hundreds of fun icons. Certain visualizations, including maps, offer interactivity, allowing you to zoom in on specific areas to take a closer look at your data.

When you create a new data visualization, you can implement various conditional formatting options. For example, you can assign meaning to colors, gradients, and more so that they reflect a quality, like values ​​or fixed boundaries.

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The app also integrates AI and intelligent forecasting. You can enable alerts that recognize anomalies in data and how you’re tracking against your KPIs, and notify you of any changes. You can even customize charts to predict how your data will evolve over time.

There are several great features including dashboard sharing with colleagues, automating reports to be sent on a specific schedule and more – but you get the picture. datapine is a premium BI app that will almost certainly cover all your bases.

Granted, as a fairly comprehensive premium option, Datapine comes at a really high price compared to many other BI software options. Confirm that you need all its features before losing the money.

If you’re a solopreneur looking for a free BI tool to help you manage and analyze your data, Zoho Analytics has you covered. With its personal plan, you can download the platform to your local server for free and get access to some powerful features that many BI tools would charge for – conversational AI, unlimited reports, predictive analytics and more.

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Not everyone can (or wants to) be an expert in BI. For the newbie crowd, Zoho Analytics is also among the easiest options to pick up. It offers simple walkthroughs and demo videos to help you get started, and the interface is simple enough to navigate without much of a learning curve.

I’ve used Zoho’s AI assistant Zia via the other apps in its suite of tools, but it was still the most impressive part of the app for me. Not only did Zia generate a formula to manipulate my data exactly as I needed it to, but it was also able to perform predictive analytics based on natural language. I asked it what my earnings would be at a certain time and it generated a written and graphical breakdown of its prediction.

Zoho products are pretty notorious for having a relatively outdated interface, but in the case of BI software, it doesn’t matter. Most platforms in this category haven’t quite nailed down the slick, modern interface of the mid-2020s, so Zoho fits right in.

While it integrates seamlessly with other Zoho apps, if you can’t find the integration you need in the Zoho suite, you can integrate with Zoho Analytics, opening the door to tons of automations. Funnel leads from your ad tool directly into Zoho, or connect it to your favorite spreadsheet app so your newly entered data is automatically imported.

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Domo shines around as a great BI tool, to the point that it was hard to decide which superlative it deserved the most. Overall, I found it to be an incredibly solid option for all your data management needs.

First, it supports more data connections than any other platform I tested, with over 440. And with its very own app store, you’ll almost certainly find the APIs you need to get the job done.

Once you have your data connected to the platform, managing it is just as easy. Its Magic ETL tool has a drag-and-drop interface and allows you to prepare your data for analysis, establish relationships in your data, and automate data filtering without SQL knowledge. Using the app’s Beast Mode feature, you can also perform calculations with your data.

Aside from these whimsically named data management and manipulation features, I was surprised at how quickly the app loaded. Whether I opened a sample dataset to look at the raw data or generated a new dashboard with custom insights, it took a few seconds max to load.

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As someone who has used Microsoft Word and Excel for over a decade, Microsoft Power BI felt eerily familiar. The interface is laid out much in the same way as other Microsoft products – similar icons, menu placement and everything in between. I found this very useful when using the app, as BI software generally has a notoriously steep learning curve.

It’s not just the layout that makes this app great for those experienced with Microsoft’s suite of tools. Integrations with Microsoft Excel, PowerPoint and Teams are all just a click or two away on the top menu bar. This allows you to import data from Excel spreadsheets into Power BI, export data visualizations from Power BI to PowerPoint, and more.

Plus, the app integrates natively with Power Automate, Microsoft’s platform for connecting and automating hundreds of software (including virtually all Microsoft apps). Like many other Microsoft apps, the platform offers both desktop and web-based versions.

Aside from all these Microsoft integration-related wins, I found the app to be really intuitive. Without doing any manual data modeling or connection drawing, the platform automatically recognized that two of my datasets were connected. After establishing this connection, a change to one automatically affected the other.

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I also appreciated the app’s Query Editor, which keeps track of all historical changes to data. If

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