Coefficient Features
Reports (8)
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Graphs and Charts
Offers a variety of attractive graph and chart formats.
Score Cards
Score cards visually track KPI's.
Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
Share Reports
Receive email reports and notifications regarding metrics.
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Self Service (6)
Calculated Fields
Using formulas based on existing data elements, users can create and calculate new field values.
Data Column Filtering
Business users have the ability to filter data in a report based on predefined or automodeled parameters.
Data Discovery
Users can drill down and explore data to discover new insights.
Search
Ability to search global data set to find and discover data.
Collaboration / Workflow
Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms.
Automodeling
Tool automatically suggests data types, schemas and hierarchies.
Advanced Analytics (3)
Predictive Analytics
Analyze current and historical trends to make predictions about future events.
Data Visualization
Communicate complex information clearly and effectively through advanced graphical techniques.
Big Data Services
Ability to handle large, complex, and/or siloed data sets.
Building Reports (4)
Data Transformation
Converts data formats of source data into the format required for the reporting system without mistakes.
Data Modeling
Ability to (re)structure data in a manner that allows extracting insights fast and accurate.
WYSIWYG Report Design
Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Metrics (9)
Sessions - Digital Analytics
Accurately measure total web traffic and present data elegantly.
Engagement
Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.
Entry and Exit Pages
Accurately determine where most people enter your site and where they leave and present data elegantly.
Standard Event Tracking
Software automatically tracks standard user actions.
Custom Event Tracking
Able to set up custom variables to track any user activity on the site.
Retention
Accurately measure bounce rate.
Return
Track user return rates and related metrics.
Conversions
Track what proportion of users convert via a certain action.
Funnels
See how many users proceed down a certain path to conversion.
Reporting (7)
Real-Time Reporting
Obtain live data for who is currently accessing your site.
Trending
Report on how any user activity has changed over time.
Retroactive Reporting
Report on user activity in the past and set up predictive models for the future.
Segmentation
Break down a population of users by demographics, sequence actions, time, and able to build custom segments.
Mobile Reporting
Analytic tools are also available for mobile and tablet versions of websites.
Unification Across Devices
Able to unify user data across devices, recognizing returning users.
Custom Reports and Dashboards
Allows users to easily build customized reports and dashboards.
Other (7)
User Data
Able to access user-specific data such as location, language, gender, and activity while on the site.
Site Search Reporting
Report on keywords used in internal searches.
Load Time Monitoring
Track load times on different devices and systems.
Campaign Tracking
Analyze inbound marketing traffic to identify which campaigns are working best.
E-Commerce
Track revenue and transactions.
Promotional Messages
Able to deploy promotional or other pop-up messages based on user actions.
Administration Alerts
System can self-monitor critical metrics and alert administrators when they reach concerning levels.
Administration (4)
API / Integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
QA Testing
Able to test that event and variable setup are reporting data accurately.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Data Sourcing (5)
Data Sourcing
Compiles data from a breadth of either internal or external sources.
Exporting & Sharing Data
Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization
Allows users to view data visualizations on several devices.
Interactive Dashboards
Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation
Enables user to segment customer or prospect data in meaningful ways such as by industry or region.
Predictive Analytics (4)
Lead Scoring
Provides scores or rankings of each prospect based on the data provided.
Opportunity Scoring
Provides insights to determine which deals already in the pipeline have the best chance of closing.
Risk Analysis
Warns sales teams of accounts that may be at risk of being lost.
Live Forecasting
Provides live customer data so that sales organizations forecasts stay current.
Sales Management (4)
Live Pipeline Management
Updates every time a change is made enabling users to trace a deal through the pipeline.
Sales Gamification
Enables competition between a sales team by providing things like challenges and scoreboards.
Account-Based Analytics
Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking
Enables sales managers to stay on top of their team activities by providing visibility into customer communication.
Data Updates (5)
Historical Snapshots
Ability to track historical data.
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Email Reports
Receive email reports and notifications regarding metric.
Historical Snapshots
Ability to track historical data.
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Marketing Operations (6)
ROI Tracking
Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
Data Collection
Gathers data about the effectiveness, impact, and reach of marketing campaigns
Customer Insights
Collects and reports on data relating to customer journeys, preferences, and history
Multi-User Access
Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
Spend Management
Includes features for budgeting, forecasting, and managing marketing investments
White Label
Offers a white labeling service for agencies or resellers to customize platform branding
Campaign Activity (6)
Campaign Insights
Analyzes historical and current marketing campaigns to inform future strategy
Reports and Dashboards
Creates reports and dashboards to analyze results of campaigns
Campaign Stickiness
Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking
Collects marketing campaign performance data across multiple channels
Brand Optimization
Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback
Predictive Analytics
Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization
Financial Insight (3)
Budgeting
Uses collected data to assist organizations in understanding what they can afford now, and in years to come.
Forecasting
Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.
Planning
Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.
Data (4)
Data Visualization
Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis
Scours data for actionable insights.
Custom Reporting
Allows users to customize their own reports according to business needs.
Reporting Templates
Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.
Status Communication (4)
Collaboration
Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.
Version Control
Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.
Real-Time Data Updates
Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
Scorecards
Displays and shares company performance data to increase transparency across the board.
Data Management (3)
Data Import
Financial information can be imported from multiple sources such as spreadsheets, text files, or databases
Data Consolidation
Data from multiple systems can be centralized into a single repository
Data Validation
Financial data can be validated to avoid duplicates and errors
Reporting Structure (3)
Reporting Hierarchy
Administrators can define and manage the reporting structure and access rights to each report
Report Templates
Templates that can be used to create new reports without starting from scratch
Report Types
Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date
Standard Analytics (4)
Standard KPIs
Include most common financial KPIs such as gross and net profit margin, or working capital
Standard Reports
Standard financial reports are provided out of the box
Financial Statements
Ability to analyze financial statements such as income statement and balance sheet
Drill Down
Users can drill down to the detail level of each transaction or financial entry
Custom Analytics (5)
Dashboards
Dashboards can be customized to display different types of data from various sources
Custom KPIs
Users can modify standard financial KPIs and metrics
Custom Reports
Allow users to edit reports and to combine multiple reports
Self Service
A dedicated portal for external users with limited access to the system
Multiple Entities
Monitors the financial performance of multiple entities
Functionality (15)
Diverse Extraction Points
Pull any required data from a variety of sources, including email, web pages, PDFs, and other documents.
Data Structuring
Organize extracted data into a more easily digestible structure.
Consolidation
Amass extracted data in a variety of data formats like spreadsheets and .csv.
Data Cleaning
Clean extracted data by removing duplicates, clearing excess characters, grouping by characteristic, and more.
Cloud Extraction
Stores data in cloud storage for access at any point.
Visualization
Generate visual data representations from extracted data.
Extraction
Extract data from the designated source(s) like relational databases, JSON files, and XML files.
Transformation
Cleanse and re-format extracted data to the needed target format.
Loading
Load reformatted data into target database, data warehouse, or other storage location.
Automation
Arrange ETL processes to occur automatically on needed time schedule (e.g., daily, weekly, monthly).
Scalability
Capable of scaling processing power up or down based on ETL volume.
Addons
Lets users download and store addons that further expand the functionality and features within the spreadsheet.
Multi Device Functionality
Access spreadsheets with multiple devices such as mobile or desktop.
Importing and Exporting
Allows seamless importing and exporting features into other spreadsheet software or document creation software.
Autosave
Provides the ability to periodically saves a user's spreadsheet automatically.
Management (2)
Reporting
View ETL process data via reports and visualizations like charts and graphs.
Auditing
Record ETL historical data for auditing and potential data correction needs.
Calculating (2)
Functions
Allows users to create conditional formatting rules with mathematical functions and calculate simple and complex data sets.
Auto Recalculation
Recalculates values within cells automatically when function changes occur.
Insights (2)
Charts and Graphs
Takes data and turns it into insightful visualizations in the form of charts, diagrams, graphs that are adjustable.
Tables
Lets users organize data into standard tables or pivot tables for additional mathematical insights.
Editing (3)
Templates
Lets users choose from a variety of spreadsheet templates with pre-made tables or pre-populated charts.
Collaborative Editing
Allows multiple users to work within the same spreadsheet and see edits in real-time.
Filtering
Allows users to filter data sets depending on what they want to see or hide.
Cash Flow Management (3)
File Exports
Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Income and Expenses
Add one-time or recurring items to your cash flow and add line items for each payment or deposit.
Track Cash Flow
Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds.
Cash Flow Forecasting (5)
Historical Data
Cash flow forecasting is based on past transactions and historical financial or operational data
Reforecast
Ability to recreate forecasts to include new information that may impact budgets
Forecast Types
Support multiple types of forecasts such as balance sheet and cash flow forecasts
Rolling Forecasts
Used to review and update budgeting assumptions for a predefined period (usually one year)
AI
Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns
Analytics (4)
Variance Analysis
Project out as the year progresses to accommodate trends that affect key business drivers.
Reports
Generate cash flow reports in order to see where money is coming in and where it's going
Forecast Comparison
Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Forward Looking
Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data
Financial Data Transfer (5)
Data Transfer
Automates the transfer of data between an organization's ERP system and its bank
Data Exchange
Streamlines the exchange of information between internal systems
Reporting
Automatically extracts data required for cash forecasting and liquity reporting
Access
Restricts access to certain users within an organization, or provides access for third parties
Integration
Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software
Data Preparation (2)
Connectors
Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications.
Data Governance
Connects to enterprise data governance software, or provides integrated data governance features to avoid misuse of data
Data Modeling and Blending (3)
Data Querying
Using formulas based on existing data elements, users can create and calculate new field values
Data Filtering
Business users have the ability to filter data in a report based on predefined or automodeled parameters.
Data Blending
Allows the user to combine data from multiple sources into a functioning dataset.
Financial Planning (3)
Extended Planning
Analysis that creates business plans outside of finance, including sales, marketing, or HR.
Reporting
Reports on departmental KPI metrics measured against targets.
Integration
Consolidates planning processes across an organization into a single solution.
Revenue Sourcing and Forecasting (7)
Revenue History
Allows users to track how previous revenue forecasts have developed over time
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
Dashboard Analytics
Reports results on revenue attainment, conversion rate, and overall revenue analytics
Multi-Device Data Visualization
Allows users to view data visualizations on several devices
Data Segmentation
Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
Provides users with ability to predict upcoming forecast based on AI insights and deal health
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM
Email Activity Capture
Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
Marketing Leads
Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM
Account Management (6)
Nonengaged Accounts
Identifies accounts that sales reps aren't engaging with
Account optimization
Maximizes account coverage by determining the optimal number of accounts per rep
Historical Patterns
Identifies common themes among historical deals that are won or lost
Rep Performance
Identifies common themes and actions amongst reps that close the most deals
Account Engagement
Allows users to track the level of engagement with each account and provides insights on frequency of engagement
Historical Win/Loss Patterns
Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
Visualization (4)
Graphs and Charts
Offers a variety of attractive graph and chart formats.
Score Cards
Score cards visually track KPI's.
Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Formats
Allows one to create and export visualization into various formats (PNG, JPEG, etc.)
Collaboration (3)
Sharing
Provides the ability to easily share visualizations.
Co-Editing
Allows multiple users to edit and create visualizations together.
Devices
Has the ability to edit visualization across devices and device types (e.g. computer and phone).
Diverse Extraction Points (1)
Diverse Extraction Points
Pull any required data from a variety of sources, including email, web pages, PDFs, and other documents.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Marketing Analytics (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Digital Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Cash Flow Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Google Workspace for Marketing (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Google Workspace for Sales (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Analytics Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Deployment & Integration - Analytics Platforms (4)
No-code Dashboard Builder
Enables non-technical users to build dashboards through intuitive, drag-and-drop interfaces
Report Scheduling and Automation
Enables automated report generation and scheduled delivery to stakeholders
Embedded Analytics and White-labeling
Allows dashboards and analytics to be embedded into external apps with branding flexibility
Data Source Connectivity
Supports integration with major data sources like cloud data warehouses, SQL/NoSQL databases, and SaaS applications
Performance & Scalability - Analytics Platforms (2)
Large data handling and Query Speed
Efficiently processes large datasets with minimal lag and ensures high performance under load
Concurrent User Support
Maintains performance and uptime during high traffic from multiple users or teams
Advanced Analytics & Modeling - Analytics Platforms (3)
Data Modeling and Governance
Supports semantic data layers, role-based access controls, and metadata governance
Notebook and Script Integration
Integrates with Jupyter, Python, or R for custom analytics and modeling
Built-in Predictive and Statistical Models
Provides native tools for statistical analysis, forecasting, and trend prediction
Agentic AI Capabilities - Analytics Platforms (4)
Auto-generated Insights and Narratives
Uses AI to generate textual summaries, key takeaways, and data stories from dashboards
Natural Language Queries
Allows users to query data and build reports using conversational or plain language
Proactive KPI Monitoring and Alerts
Detects and notifies users about KPI anomalies or significant metric changes in real time
AI Agents for Analytical Follow-ups
Recommends next questions, analyses, or exploration paths using autonomous AI agents
Personalized Intelligence - Analytics Platforms (3)
Behavioral Learning for Contextual Query Refinement
Learns from historical user interactions to improve and personalize query results over time
Role-based Insight Personalization
Tailors dashboard views and suggestions based on user roles, access levels, and past behavior
Conversational and Prompt-based Analytics
Supports AI-driven exploration via prompts or multi-turn conversations for iterative querying
Agentic AI - FP&A (Financial Planning & Analysis) (2)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Financial Analysis (2)
Cross-system Integration
Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives
Data Connectivity and Prep - Agentic Analytics (2)
Data Source Connectivity
Connects structured and unstructured data for unified analysis.
Automated Data Preparation
Uses AI to clean, join & prep data with little manual input
AI Agent Management - Agentic Analytics (2)
Agent Configuration & Goals
Allows users set goals & rules for agent behavior.
Continuous Learning & Feedback
Improves agents via outcome learning & feedback.
Autonomous Insight Generation - Agentic Analytics (3)
Continuous Pattern Detection
Detects trends, anomalies & patterns without manual queries.
Multi‑Step Reasoning
Breaks down complex analysis into logical steps.
Predictive & Prescriptive Analytics
Generates forecasts & action suggestions from data signals
Interaction and Workflow - Agentic Analytics (3)
Natural Language Query and Conversational Analytics
Helps users ask questions in natural language & get answers.
Action Triggering & Workflow Orchestration
Triggers workflows or actions based on agent analysis.
Explainability & Audit Trails
Shows reasoning paths to explain how insights were made
Technology Glossary Features
View definitions of the features and discover new technology terms.
What is a dashboard and why is it important as a software feature? Our G2 guide can help you understand dashboards and learn more about its types, benefits, and best practices.
Mobile reporting is a business intelligence solution that allows users to access analytics on mobile devices. Learn more about the benefits and uses.
Financial statements provide an overview of a company's financial performance. Learn more about financial statements, financial audit software, and how G2 can help you make the best decision for your business.
Promotional messages are used by businesses to advertise a product, event, or special offer to their customers. Learn more about promotional messages, their best practices, and how marketers can create promotional campaigns with SMS marketing software.


