InsightSquared vs Klipfolio

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.

Klipfolio is a business intelligence tool that empowers users to visualize, analyze and share business data to track product trends. With powerful data querying capabilities via SQL and APIs, the solution integrates well with a multitude of applications. Users leverage its rich visualization libraries and strong data modeling capabilities to create impactful data dashboards, though some users said that the platform was sometimes buggy and had a limited scope in managing complex KPIs. With its vast range of features, users create and share reports on data that matters via URLs, PDFs, scheduled emails and snapshots to power decision-making processes. Approximately 96% of users who mentioned the platform’s support services said that the team was helpful and responsive. Most of the users who mentioned pricing said that the solution was affordable for organizations of all sizes and provided value for money. The solution does have some limitations though. All users who reviewed it for speed said that the platform slowed down, especially when applying filters, large file uploads and data refresh. Of users who reviewed its data integration capabilities, some said that the data source limit of 10 MB that comes with certain pricing plans can be limiting, especially when working with larger Excel and CSV files. Of users who mentioned cost, a few said that the additional fee for the periodic data refresh feature was a burden, though the introductory free trial offer could be quite attractive for new users. In summary, Klipfolio is a web and cloud-based BI solution that offers a range of data integration, KPI monitoring and dashboarding capabilities to empower data-driven decision-making across organizations.