InsightSquared vs Dundas BI

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Our analysts compared InsightSquared vs Dundas BI based on data from our 400+ point analysis of Business Intelligence Tools, user reviews and our own crowdsourced data from our free software selection platform.

InsightSquared Software Tool
Dundas BI Software Tool

Product Basics

InsightSquared is a sales analytics SaaS platform that builds a path for revenue operations professionals from sales data to sales intelligence, empowering them to make better decisions informed by insights. It helps businesses dig deep into their sales pipelines to thoroughly understand what drives results. With AI-powered forecasting, detailed reporting, complete sales funnel visibility and employee performance tracking, it enables enterprises to track their key metrics and sales growth with precision and strategize for the future with confidence.

Suitable for companies of all sizes, it simplifies the sales process and helps businesses improve ROI and maximize their results. As each offering is customized to fit the client’s needs, pricing and functionality will vary based on the tier of plan and number of components selected.
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Dundas BI is a self-service analytics solution with a keen focus on embeddability. With an eye on the end-user experience, the vendor provides options to design and embed dashboards into applications. Ranked five on our leaderboard, Dundas BI is a user favorite. The platform supports standard file formats and connects to cloud storage and enterprise systems.

Report templates and interactive visualizations make data accessible to all users. Some available graphics include bar and line graphs, scattergrams, pie charts, scorecards and maps. The system also suggests visualizations that fit the analyzed data.

Besides a long list of connectors, the platform has built-in ETL. You can switch from a data warehouse to live sources with the click of a button and write back to the warehouse from the interface.

The vendor, insightsoftware, offers it under the Logi Symphony umbrella, but Dundas BI remains a distinct product, and support is available. It supports multi-tenancy, and you can manage multiple clients with assured data security.

Roles include developers, power users and report consumers. The vendor provides shared concurrent licenses to keep pricing within reach. Unlimited data refreshes at no extra cost make it an attractive option.

Reviews praise its visual capabilities and ease of use, though most users say there’s a steep learning curve and performance can lag sometimes. Pricing starts from $2,500 monthly.

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$65/User, Monthly
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$2,500 Monthly, Quote-based
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Holistic Visibility: Pinpoint any step in the revenue-generating lifecycle from lead to opportunity to sale. Find answers to questions in one centralized home for data — no need to switch between complicated, often error-filled spreadsheets, CRM reports and BI systems.
  • Ease of Use: Accessible to all, irrespective of technical skill levels, to visualize, explore and discuss insights. Customizable dashboards make the system user-friendly, and the system creates presentation-ready visuals that make it easy to share insights with team members, clients or a board of directors, fostering a culture of data literacy throughout the company.
  • Accelerated Implementation: Deploy and launch within 48 hours without time-consuming data imports or overreliance on IT departments.
  • Add Value to CRM: Improves CRM systems and provides a clear link between metrics and sales processes. Uses the historical data stored in an organization’s CRM to uncover additional insights and expose trends.
  • Conduct Data-Driven Planning: Make more informed decisions with relevant information at the ready, such as which factors and team players drive revenue.
  • Forecast More Accurately: Machine learning algorithms spot missing or outlying data and make predictions that guide decision-making processes. Execute sales more confidently through improved forecast accuracy over time.
  • Teamwork Makes the Dream Work: Boost team morale and create a culture of accountability with individual rep coaching and employee performance tracking that captures metrics such as win rates, sales numbers, quotas and more. Align and unite sales and marketing departments with the power of analytics to strategize more efficiently.
  • Customized Pricing: The vendor’s pricing model is based on what features an organization requires. Pay per package, and flexibly scale up or down as necessary.
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  • Gain Insight: Dundas BI wins our top honors for advanced analytics with a score of 92. You can write Python scripts within the platform and build clusters for customer segmentation. Forecast trends using regression and extract sentiment from buyer reviews.
  • Visualize Data: Dundas BI excels at dashboarding and visualization, earning our top award and a score of 100 in our JumpStart App. Its polished visuals embed perfectly into websites, apps and mobile devices. The vendor provides a lot of control over data displays. You can remove overwhelming menus and place navigation and selection options on dashboards. Animate icons to show data changes or display dashboards on a large screen in your office — the vendor has thought of it all. Though it can't compare with Qlik's associative power, Dundas BI remains an outstanding choice for professional dashboards.
  • Build Reports: Create paginated and pixel-perfect reports or design scorecards — the vendor offers many options to present data. Paginated reports have fixed page layouts for printed output, while pixel-perfect reports focus on precise design for a polished look. Version control lets you go back to the previous report and avoids the need to create local copies. The vendor’s focus on reporting UX and customization earns Dundas BI a top score of 100 in our rankings.
  • Manage Data: Define how datasets relate and apply joins during ETL. Explore new datasets without building a data model or generate data models with one click. Profile, correct and enrich data with simple selections. Analyze data from OLAP sources, such as Microsoft SSAS, Azure Analysis Services and Microsoft PowerPivot. Our analysts give it a 100 score for data management.
  • Embed Insight: Apply transformations, design dashboards and mashups, and analyze reports where you work. Embed the entire application or a screen into your business systems. Dundas BI is API-enabled and embeds without iframes. The vendor provides server and client APIs, SSO and authentication methods. It scores 100 in our rankings along with Power BI. But Power BI Embedded is priced separately from Premium and doesn't have the same customization levels.
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  • Data Blending: Pull data from any and all sources to form a 360-degree view of the business. Supports an extensive list of pre-built connectors to complementary applications and can build a custom connector to other applications provided there’s an API.
  • Third-Party Integrations: Gain direct access to sales data without needing to import or manually enter it. Integrates seamlessly with systems like Salesforce, Marketo and Quickbooks.
  • Pre-Built Report Library: Access insights in a variety of ways with more than 400 off-the-shelf reports.
  • Insight Feed: View highlighted opportunities, alerts and more — get a near real-time view of key metrics through customizable dashboards. Acquire a quick at-a-glance look into the next steps to take at any given moment.
  • Sales Analytics: Integrate with a CRM solution for complete pipeline analysis. Identify trends segmenting and filter pre-built pivot tables.
  • Sales Forecasting: Make better sales decisions across the company with more accurate predictions. Automate and streamline forecasts. Understand the gap between target and goal by slicing and dicing by region, line of business, product, sales period, or any other segment. 
  • Pipeline Management: Gain insight into the entire customer journey; explore key activities, behaviors and results from every step of the sales process.  
  • Activity Capture: Automatically syncs key sales activity and engagement to a CRM. Capitalize on opportunities to drive results without the burden of manual data entry.
  • Guided Selling: Coaches sales representatives on best practices and key steps in the company’s sales process. Enables faster onboarding, more relevant guidance and greater accountability all through machine learning.
  • Marketing Analytics: Measure the success of the marketing campaigns — gain visibility into conversion rates, marketing-generated demand and how marketing contributes to the business’ bottom line.
  • Employee Activity Dashboard and Scorecard: Measure productivity and efficiency as well as track progress on goals with comprehensive, detailed activity dashboards and scorecards for each employee. 
  • SaaS Reporting: Gives SaaS businesses access to simplified revenue reporting and sales intelligence. Measure monthly recurring revenue, spot patterns in churn over time and forecast future renewal rates.
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  • Data Visualization Sandbox: Create and test data visualizations before using them in dashboards. Experiment with different chart types, color schemes and data combinations without risk. It's an excellent learning tool for teams that want to start using data for decisions.
  • Pattern Identification: The Identify Clusters button is a tool within Dundas BI that examines your dataset. It helps you find patterns in your data by clicking a button rather than manually sorting it. The tool puts similar data into groups that can help spot trends or unusual patterns.
  • Small Multiples: They allow you to compare values on the same scale and axes but in separate charts and graphs. One example is comparing the prices of hotels on an aggregator site.
  • Mobile Insight: Collaborate with your teams through an HTML5 browser, whatever the device. Leave comments and annotations for colleagues on visualizations and share them as a PDF or link. Double-tap to zoom into views, and pinch in and out to see maps and charts.
  • Content Scheduling: Share content by setting a schedule or trigger. Dundas BI offers scheduled sharing via the notifications option. Select the content type from among Excel, CSV, PDF, PowerPoint and PNG formats. Choose from email or file delivery. More distribution methods are available if you install Dundas BI extensions.
  • Administrator Privileges: Create, edit and delete projects and configure security settings. Share projects among tenants and assign or revoke permissions as required. Set up and manage user accounts and view login history. Monitor system and warehouse performance and keep tabs on memory storage with application logs.
  • DundasScript: Do more with your data. Write custom formulas and expressions that aren’t possible with standard connectors or visualization tools. Apply conditional formatting and define how users should interact with visual elements, such as setting up drill downs and tooltips.
  • Contextual Views: View only the information that matters to your role. Dundas BI has a data connector override function that switches to a different data source or schema based on who’s viewing the content.
  • Architecture: Dundas BI has JavaScript, HTML and CSS on the back end with a patented in-memory engine. It’s a C#, Asp.NET application hosted on Microsoft IIS for Windows, systemd for Linux or a Docker or Kubernetes container. The platform is available in hosted and managed versions. Supported databases include Microsoft SQL or PostgreSQL. All screens, including dashboards and report designers, are built on a public API with JavaScript or a REST interface. It makes it easy to customize and embed. Tiers include the user, application and data layers. End users get a smooth user experience with drag-and-drop and select actions. It's open to plugins for adding new functions, formulas, controls, and security and tenant and export providers.
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Product Ranking

#116

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Business Intelligence Tools

#21

among all
Business Intelligence Tools

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User Sentiment Summary

Great User Sentiment 797 reviews
Great User Sentiment 467 reviews
89%
of users recommend this product

InsightSquared has a 'great' User Satisfaction Rating of 89% when considering 797 user reviews from 4 recognized software review sites.

89%
of users recommend this product

Dundas BI has a 'great' User Satisfaction Rating of 89% when considering 467 user reviews from 5 recognized software review sites.

5.0 (11)
4.2 (14)
4.4 (664)
4.4 (137)
4.7 (48)
4.5 (122)
n/a
4.5 (118)
4.5 (74)
4.4 (76)

Synopsis of User Ratings and Reviews

Data Connectivity: Around 87% of the users who reviewed data integration said that the platform pulls data efficiently from a wide range of data sources.
Support: Support is responsive and knowledgeable, according to 87% of the users who mentioned contacting them.
Ease of Use: Citing ease of use to filter and pivot on key metrics, approximately 86% of the users said that the platform is intuitive and user-friendly.
Data Visualization: Approximately 82% of the users who discussed data visualization said that the platform provides a multitude of prebuilt and customizable dashboards to tell stories.
Data Analysis: Citing strong trend analytics based on historical data, around 74% of the users said that the platform provides seamless self-service analysis of business metrics.
Functionality: The platform has powerful features to present insights into sales and marketing pipeline health, according to around 74% of the users who reviewed its functionality.
Reporting: Reviewing reporting, approximately 63% of the users said that the platform provides a multitude of prebuilt charts and reports with visible, ready-to-consume insights.
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Cost: Around 88% of reviewers mentioning pricing said the platform offered value for money.
Data Analysis and Visualization: Around 86% of users reviewing dashboards said they helped in decision-making.
Service and Support: Almost 83% of users praised support services for being prompt and said they got the help they needed.
Functionality: Around 75% of users praised the solution's rich feature set for helping them accomplish their tasks.
Ease of Use: Around 72% of users citing user friendliness said they could use it without much difficulty.
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Speed: Around 90% of the users who mentioned speed said that data refresh is slow, especially when processing large datasets.
Pricing: Approximately 60% of the users who reviewed pricing said that necessary customizations add to the overall cost, limiting adoption by small enterprises.
Training: Around 54% of the users who discussed training said that there is a learning curve due to lack of training and documentation.
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Training: Around 86% of users citing learning said there was a steep learning curve and documentation was inadequate.
Speed: Around 75% of users who reviewed performance said it lagged when handling large data volumes.
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InsightSquared is a powerful sales analytics platform that helps users drive sales pipelines and access self-service data analytics through robust features and interactive data visualizations. According to many users who discussed data integration, the tool interacts seamlessly with other applications and data sources to enable predictive analytics that help forecast future trends. Most of the users who mentioned support said that they are responsive and knowledgeable. A majority of the users who reviewed the interface said that it’s user-friendly and easily navigable, though some users said that the versatility of the platform makes it complex to learn. Many users who discussed the platform’s visualization capabilities said that it provides a wide range of interactive and intuitive out-of-the-box dashboards. A majority of the users who discussed data analytics said that the platform excels in analyzing historical data to better forecast future trends, though some users said that the scope of predictive analytics should be wider to provide better insights. According to many users who mentioned functionality, the solution provides many ways to explore data-based insights through deep-dive and pivoting on key metrics, though some users said that the platform is not easily customizable. Many users who mentioned reporting said that the solution provides a plethora of out-of-the-box reports that can be customized and exported easily, though some users said that there is limited flexibility in report customization. On the flip side, a majority of the users who reviewed speed said that the platform is slow when moving between templates and can become CPU-intensive with large dashboards, though some users said that it can slice and dice data to present relevant information in seconds. Many users who mentioned pricing said that necessary customization modules add to the cost of the software, which makes adoption difficult for small businesses. Many users said that though training is needed to maximize the tool’s potential, lack of adequate documentation makes the learning curve steep. In summary, InsightSquared is a self-service revenue intelligence tool that provides a single source of truth for sales analytics and forecasting pipeline management. It boosts productivity across the organization, though its pricing can be cost-prohibitive for small businesses.

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Dundas BI is a web application that stands out for placing the buyer first with built-in ETL, shared licenses and unlimited refreshes. It surpasses market leaders like Power BI and Qlik Sense in native functionality. It’s feature-rich, with 77% of capabilities available out of the box.About 72% of users reviewing the interface praised the platform, whereas others felt it was confusing. An open API architecture might be one reason for the UI's clutter, but the vendor offers a way out. You can make onboarding easier by removing components that seem complex.Usually, reporting is a loose term for dashboards and static reports and not much else. However, the vendor packs these tools into a neat package at no extra cost. Dashboards are usually static, single-screen views, but Dundas allows embedding reports in them to complement your KPIs. The support team is responsive with clear SOPs and quick responses, and the documentation is detailed.On the downside, many users felt it slowed when handling heavy workloads. Performance is critical in business, but every data tool has accompanying tradeoffs, and sadly, it’s often speed. That said, keep in mind that many factors are at play here — the hardware, internet speed, data complexity and database efficiency. Consider them for your use cases when evaluating performance, as they significantly impact how a program responds to user interactions.Ultimately, it boils down to this — how much lag can you accept before it impacts your business? A proof-of-concept or, even better, a trial would be your best bet to assess how the platform fares.Due to its rich scripting options, the learning curve can be steep. Users felt the feature documentation should cover more information on Javascript and APIs. Most reviewers were satisfied with the pricing, saying it offers value for money.In summary, Dundas BI is a powerful tool if you need a high degree of customization, scalability and flexibility. It can handle complex data environments and supports many users concurrently. It would be a good fit for mid to large-sized enterprises as they have diverse data needs and are open to investing in training.Organizations with simple data requirements may find the tool a bit over the top and the cost excessive. In such a case, opting for a tool with basic functionality might be a good start. One non-negotiable would be frequent, stable updates. It'll ensure the tool grows with your business over time.

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