InsightSquared vs Yellowfin BI

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Our analysts compared InsightSquared vs Yellowfin 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
Yellowfin 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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Yellowfin BI is an integrated platform that helps users transform their business through data by combining automated data analysis, interactive dashboards and storytelling. It also enables intuitive filtering of large amounts of data in real time. It facilitates organization-wide understanding through data sharing and collaborative action. It has a customizable architecture and has the ability to add an organization’s branding, such as its logo.

It offers either enterprise or embedded analytics and is deployable in the cloud or on-premise.
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$65/User, Monthly
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Tailored to your specific needs
$50/User, Monthly, Freemium
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Tailored to your specific needs
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Android
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On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

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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  • End-to-End BI Stack: Its complete BI suite provides solutions to multiple data analytics problems. Businesses are equipped with critical tools such as automated insights, action-based dashboards and collaborative BI tools. Its robust enterprise governance tool allows businesses to integrate their platform with existing security features. 
  • Convenient Adoption: Its single, integrated platform is user-friendly and easy to adopt. It is deployable either on the cloud or on-premise. 
  • Engaging Data Stories: Users can share their data insights with dynamic, compelling reports and storyboards. 
  • Data Transparency: Yellowfin BI can present data in multiple ways and assimilate into business operations. It's built with various dashboards, including analytical, operational and strategic setups, that link interactive data, allowing users to understand information in real time and allow for the monitoring of crucial metrics. It also ensures data accuracy and can create timelines. 
  • Automated Insights: It combines machine learning with human insights to make use of the company’s data effectively. Its algorithms automatically scan through the company’s data and provide strategically relevant results. 
  • Explore Data With Ease: Its smart visualizations enable easy data discovery and exploration. It has over 50 chart types built-in, which helps users understand their businesses better. It also helps in spotting patterns, trends and outliers. 
  • Open Source Freedom: As a 100% open platform, it has no proprietary lock-in, which allows analysts to use their existing skills and knowledge to develop their own capabilities within the platform. It is open-source in nature, which makes the Yellowfin Marketplace, a digital catalog of many free or low-cost plug-ins, extend the suite’s capabilities even further. 
  • Scalability: It offers a scalable architecture that can adapt according to the growth of a business. Users can scale their data usage, without compromising on performance aspects. 
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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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  • Automated Data Monitoring: Yellowfin Signals provides machine-based automated monitoring of live data. It highlights anomalies and data outliers, and its proactive warning systems keep business owners informed of changes as they happen and deliver insights faster.  
  • Data Storytelling: Yellowfin Stories and Yellowfin Present help users create data stories and presentations that add context to numbers. These presentations enable clear and concise understanding throughout the organization with accessible insights sourced from one centralized, automatically refreshed database. Data stories can be authored in blog format and supplemented with external media and attachments. 
  • Connectivity to Various Data Sources: It facilitates connection with numerous data sources, including Web APIs, spreadsheets and relational databases as either on-premise or hosted in the cloud. Data is then transformed and merged so that it is accessible by any analytics platform without proprietary lockouts. 
  • Data Analysis: It helps businesses accelerate the analysis of large chunks of data using databases, spreadsheets or online applications. 
  • Data Discovery: The Insight Wizard feature is a unique inclusion that helps users cut down on discovery times with the help of assisted insights. It comes packed with features that provide automated answers with the use of algorithms. 
  • Dashboards: Its customizable, interactive dashboards enable users to keep track of key performance indicators in real time. They drive action and let users make data-driven decisions for their companies. They can be customized with the company’s branding and their open-source code lets users create their own application experience. 
  • Embeddable Workflows: Out-of-the-box, Yellowfin action buttons allow users to integrate workflows to third-party applications, or develop their own custom workflows that allow users to take direct action from their dashboards. 
  • Mobile App: It comes with a mobile application that helps users track changes to their data on-the-go. The app is curated for a mobile-specific experience, which allows users to track changes and respond to them from internet-enabled devices. 
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Product Ranking

#116

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#346

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User Sentiment Summary

Great User Sentiment 797 reviews
Great User Sentiment 182 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.

85%
of users recommend this product

Yellowfin BI has a 'great' User Satisfaction Rating of 85% when considering 182 user reviews from 6 recognized software review sites.

5.0 (11)
4.2 (14)
4.4 (664)
4.4 (90)
n/a
4.59 (17)
4.7 (48)
4.6 (16)
n/a
4.1 (10)
4.5 (74)
3.5 (35)

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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Intuitive Interface: Users praise Yellowfin for its user-friendly design, making it easy to navigate and build reports without extensive training.
Powerful Data Visualization: Yellowfin offers a wide array of charting and visualization options, allowing users to present data in a clear and compelling way.
Strong Customer Support: Users appreciate the responsive and helpful customer support provided by Yellowfin, ensuring they can get assistance when needed.
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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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Difficult to Learn: Some users find the platform's interface and features difficult to learn and navigate, especially compared to other BI tools.
Limited Customer Support: Users have reported experiencing slow or unhelpful customer support, making it challenging to resolve issues quickly.
Data Visualization Limitations: While Yellowfin offers data visualization capabilities, some users find them less intuitive and flexible compared to other BI tools, limiting their ability to create compelling reports and dashboards.
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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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Is Yellowfin BI the "gold standard" for your business intelligence needs? Recent user reviews suggest that Yellowfin BI is a capable business intelligence platform that shines in its user-friendly interface and robust feature set, making it a good fit for businesses of all sizes. Users praise its intuitive design, which allows even non-technical users to easily navigate and utilize the software. The platform's comprehensive suite of features, including data visualization, reporting, and automated insights, empowers businesses to gain a holistic understanding of their data. However, users also point out some drawbacks. A common gripe is the cost, which can be a barrier for smaller businesses or those with limited budgets. Some users find the software's learning curve steeper than expected, particularly when it comes to advanced features. Despite these weaknesses, Yellowfin BI differentiates itself through its focus on data storytelling and its ability to seamlessly integrate with a wide range of data sources. The platform's storytelling feature allows users to present data insights in a compelling and engaging way, facilitating better decision-making. Its broad data source compatibility ensures that businesses can connect and analyze data from various sources, providing a unified view of their operations. Overall, Yellowfin BI is best suited for businesses that prioritize user-friendliness and a comprehensive feature set in their business intelligence solution. Its intuitive interface and robust capabilities make it a valuable tool for organizations looking to leverage data for informed decision-making. However, businesses with budget constraints or those seeking a platform with a shallower learning curve may need to consider alternative options.

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