--- title: ExtendInsights Reviews meta_title: 'ExtendInsights Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 48 reviews by the users' company size, role or industry to find out how ExtendInsights works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 48 scale: '5' date_modified: '2026-07-29' parent_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity --- # ExtendInsights Reviews **Vendor:** CloudExtend by Celigo **Category:** [Spreadsheets Software](https://www.g2.com/categories/spreadsheets) **Average Rating:** 4.5/5.0 **Total Reviews:** 48 ## About ExtendInsights Start working from one place without jumping between systems. ExtendInsights connects your business data across NetSuite, Salesforce, HubSpot, Google Analytics, Stripe, Chargebee, and more directly into Excel. There, you can analyze, update, and report on live data without time-consuming exports, CSV processes, or manual rework. Instead of exporting from each system and stitching data together manually, ExtendInsights lets you access everything in one place—live, connected, and ready to go. Writeback is also available for NetSuite, Salesforce, and HubSpot. Whether you’re building live financial reports, updating records in bulk, analyzing saved searches or queries, combining multiple data sources, or creating executive dashboards, ExtendInsights eliminates manual steps and accelerates every part of your workflow. ExtendInsights brings analytics, data management, and financial reporting together in a single Excel-based experience. Create, edit, and update records in NetSuite, Salesforce, and HubSpot while simultaneously analyzing live data, all without switching tools or relying on CSVs. The result is faster workflows, fewer errors, and more time spent on insights instead of data preparation. Your team already works in Excel. Now they can do everything there. Key features: Visualize data using dynamic pivot tables and charts Build fast, accurate, and auditable financial reports Leverage data source security to keep data secure CloudExtend empowers users to make faster, more insightful decisions by creating innovative, user-friendly applications that integrate workplace productivity tools with platforms they use every day to automatically add emails, events, and files to NetSuite from Gmail and Outlook, or use Excel and Power BI to improve reporting and analysis capabilities for popular data sources. Our integration apps eliminate hundreds of hours of manual work, significantly reduce data import times, and provide a 360-degree view of customer activity. ## ExtendInsights Pros & Cons **What users like:** - Users find ExtendInsights to have **exceptional ease of use** , making data management and updates significantly simpler. (5 reviews) - Users appreciate the **easy integrations** of ExtendInsights, enabling quick connections to Excel, NetSuite, and more. (4 reviews) - Users value the **effortless data management** of ExtendInsights, simplifying tasks and enhancing overall productivity. (3 reviews) - Users praise the **accuracy of information** in ExtendInsights, enhancing data-driven decisions and streamlining management processes. (2 reviews) - Users value the **efficient data analysis** capabilities of ExtendInsights, significantly speeding up reporting processes. (2 reviews) - Data Integration (2 reviews) - Easy Integrations (2 reviews) - Users value the **seamless Salesforce integration** of ExtendInsights, enhancing sales opportunities and data management efficiency. (2 reviews) - Setup Ease (2 reviews) - Automation (1 reviews) **What users dislike:** - Users experience **slow data loading** and limitations in accessing certain data types within ExtendInsights' Data Management. (2 reviews) - Users experience **slow data loading** as it processes only 25 lines at a time, disrupting efficiency in data retrieval. (2 reviews) - Users experience **slow loading** times when accessing data in ExtendInsights, affecting efficiency and usability. (2 reviews) - Users find the **slow processing** of ExtendInsights frustrating, especially with data not loading efficiently. (2 reviews) - Users find it challenging to determine the **best fields for creating templates** , impacting their overall experience with ExtendInsights. (1 reviews) - Users find the **complexity** of creating templates frustrating, with unclear field usage and slow error reporting. (1 reviews) - Debugging Difficulty (1 reviews) - Delays (1 reviews) - Error Handling (1 reviews) - Expensive (1 reviews) ## ExtendInsights Discussions - [What is CloudExtend Excel For NetSuite used for?](https://www.g2.com/discussions/what-is-cloudextend-excel-for-netsuite-used-for) - [What is CloudExtend Excel for Salesforce used for?](https://www.g2.com/discussions/what-is-cloudextend-excel-for-salesforce-used-for) - [View ExtendInsights pricing details and edition comparison](https://www.g2.com/products/extendinsights/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-31+12%3A03%3A24+-0500&secure%5Bsession_id%5D=aa316c08-579f-4f64-b643-b37caf3ed82b&secure%5Btoken%5D=37a1edb14ad22a5e27066fd020cc93d6ded4d03ee0d02b549d3daaec3587c7d6&format=llm_user) ## ExtendInsights Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Net@Suite](https://www.g2.com/products/net-suite/reviews) - [Salesforce Appexchange](https://www.g2.com/products/salesforce-appexchange/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) ## ExtendInsights Features **Reports** - Reports Interface - Steps to Answer - Graphs and Charts - Score Cards - Dashboards **Metrics** - Sessions - Digital Analytics - Engagement - Entry and Exit Pages - Standard Event Tracking - Custom Event Tracking - Retention - Return - Conversions - Funnels **Data Management** - Data Import - Data Consolidation - Data Validation **Functionality** - Diverse Extraction Points - Data Structuring - Consolidation - Data Cleaning - Cloud Extraction - Visualization **Management** - Reporting - Auditing **Calculating** - Functions - Auto Recalculation **Data Preparation** - Connectors - Data Governance **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Reporting** - Real-Time Reporting - Trending - Retroactive Reporting - Segmentation - Mobile Reporting - Unification Across Devices - Custom Reports and Dashboards **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Marketing Operations** - ROI Tracking - Data Collection - Customer Insights - Multi-User Access - Spend Management - White Label **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Functionality** - Extraction - Transformation - Loading - Automation - Scalability **Insights** - Charts and Graphs - Tables **Data Modeling and Blending** - Data Querying - Data Filtering - Data Blending **Diverse Extraction Points** - Diverse Extraction Points **Other** - User Data - Site Search Reporting - Load Time Monitoring - Campaign Tracking - E-Commerce - Promotional Messages - Administration Alerts **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Editing** - Templates - Collaborative Editing - Filtering **Generative AI** - AI Text Generation - AI Text Summarization **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Campaign Activity** - Campaign Insights - Reports and Dashboards - Campaign Stickiness - Multichannel Tracking - Brand Optimization - Predictive Analytics **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Functionality** - Multi Device Functionality - Importing and Exporting - Autosave **Agentic AI - Marketing Analytics** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance **Agentic AI - Digital Analytics** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance - Decision Making **Agentic AI - Analytics Platforms** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Self Service ** - Calculated Fields - Data Column Filtering - Data Discovery - Search - Collaboration / Workflow - Automodeling **Deployment & Integration - Analytics Platforms** - No-code Dashboard Builder - Report Scheduling and Automation - Embedded Analytics and White-labeling - Data Source Connectivity **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **Advanced Analytics** - Predictive Analytics - Data Visualization - Big Data Services **Performance & Scalability - Analytics Platforms** - Large data handling and Query Speed - Concurrent User Support **Advanced Analytics & Modeling - Analytics Platforms** - Data Modeling and Governance - Notebook and Script Integration - Built-in Predictive and Statistical Models **Agentic AI Capabilities - Analytics Platforms** - Auto-generated Insights and Narratives - Natural Language Queries - Proactive KPI Monitoring and Alerts - AI Agents for Analytical Follow-ups **Administration** - API / Integrations - QA Testing - Performance and Reliability - User, Role, and Access Management **Personalized Intelligence - Analytics Platforms** - Behavioral Learning for Contextual Query Refinement - Role-based Insight Personalization - Conversational and Prompt-based Analytics **Building Reports** - Data Transformation - Data Modeling - WYSIWYG Report Design - Integration APIs ## Top ExtendInsights Alternatives - [Looker](https://www.g2.com/products/looker/reviews) - 4.4/5.0 (1,590 reviews) - [Supermetrics](https://www.g2.com/products/supermetrics/reviews) - 4.4/5.0 (816 reviews) - [Semrush](https://www.g2.com/products/semrush/reviews) - 4.4/5.0 (3,918 reviews)