--- 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: '2026-08-07' 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&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A42%3A16+-0500&secure%5Bsession_id%5D=2187e3d0-dbbb-4eff-a8f6-95d563ce01a5&secure%5Btoken%5D=b00aae6f5216f80b6d61a84d351e5a527460030c77d5d778d9c877aaac02dd61&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 - Customizable Reports - Marketing Reports - Sales Reports - Activity Dashboard - Interactive Reports - Customizable Reports - Customizable Reports - Activity Dashboard - Customizable Dashboard **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **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 - Data Extraction - Real-Time Data - Image Extraction - IP Address Extraction - Email Address Extraction - Metadata Extraction - Document Extraction - Phone Number Extraction - Auto Extraction - IP Address Extraction - Email Address Extraction - Image Extraction - Web Data Extraction **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 - Third-Party Integrations - CRM Integration **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 - Multi-Channel Data Collection - Engagement Tracking - Keyword Tracking - Behavior Tracking - Campaign Tracking - Conversion Tracking - SEO Management - Tag Management - Real-Time Data - Activity Tracking - Click Tracking - Contact Management - Content Management - Lead Management - Email Management - Campaign Management - Channel Management - Template Management - Workflow Management **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Functionality** - Extraction - Transformation - Loading - Automation - Scalability - Non-Relational Transformations - Data Extraction **Insights** - Charts and Graphs - Tables **Data Modeling and Blending** - Data Querying - Data Filtering - Data Blending - Data Capture and Transfer **Diverse Extraction Points** - Diverse Extraction Points **Additional Functionality** - Data Storage Management - Customizable Templates - Multiple Data Sources - Forecasting - Reminders - Multi-Language - Visual Discovery - Mobile Access - Rules-Based Workflow - API - Customizable Forms - Drag & Drop - Third-Party Integrations - Workflow Management - Data Mapping - Trend Analysis - Compliance Management - Data Connectors - Multi-Channel Distribution - Search/Filter - Data Transformation - Data Import/Export - Data Synchronization - Reporting/Analytics - Surveys & Feedback - Customizable Fields - Forms Management - Multi-Channel Data Collection - HIPAA Compliant - Metadata Management - Secure Data Storage - Generative AI - Access Controls/Permissions - Multi-Device Support - AI Copilot - Visual Analytics - Audience Targeting - Offline Response Collection - Data Capture and Transfer - Customizable Reports - Activity Dashboard - Dashboard Creation - Version Control - Query Builder - IP Rotation - AI/Machine Learning - Data Verification - Optical Character Recognition - Batch Processing - Data Aggregation and Publishing - Job Scheduling - Data Mining - Proxy Rotation - Geotargeting - Data Aggregation - JavaScript Rendering - HTML Parsing - Multiple File Format Support - Data Cleansing - Reporting & Statistics - Natural Language Processing - CAPTCHA Solving - Integration Management - Website Crawling - Scheduling - Bot Mitigation - User Management - Customization - Proactive Error Detection **Additional Functionality** - Data Mapping - Monitoring - Charting - Integration Management - Reporting/Analytics - Ad hoc Analysis - Access Controls/Permissions - API - Match & Merge - Real-Time Monitoring - Metadata Management - Pipeline Management - Job Scheduling - Dashboard Creation - Data Storage Management - Multiple Data Sources - Data Import/Export - Generative AI - Data Quality Control - Data Connectors - Customizable Reports - Single Sign On - Version Control - Visual Analytics - Accounting Integration - Real-Time Data - eCommerce Management - AI Copilot - CRM - Data Visualization - SSL Security - Search/Filter - Real-Time Analytics - Data Capture and Transfer - Collaboration Tools - Performance Management - Data Synchronization - Drag & Drop - Data Replication - Activity Dashboard - Database Support - Workflow Management - Alerts/Notifications - Predictive Analytics - Data Migration - Third-Party Integrations - Reporting & Statistics - Data Analysis Tools **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 - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Editing** - Templates - Collaborative Editing - Filtering - Customizable Templates **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Campaign Activity** - Campaign Insights - Reports and Dashboards - Campaign Stickiness - Multichannel Tracking - Brand Optimization - Predictive Analytics - Multi-Campaign - Campaign Analytics - Website Analytics - Conversion Rate Optimization - Drip Campaigns - Visual Analytics - Real-Time Analytics - Customizable Reports **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 - Third-Party Integrations - Social Media Integration **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 - Third-Party Integrations **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Event Marketing - Social Promotion - Multi-Channel Marketing - Generative AI - Data Import/Export - Lead Generation - Campaign Segmentation - Customizable Forms - Reporting & Statistics - Monitoring - AI Copilot - Customizable Templates - Email Templates - Web Forms - Lead Capture - Customizable Branding - Real-Time Reporting - Campaign Planning - A/B Testing - CRM - Customer Segmentation - Campaign Scheduling - Alerts/Notifications - Autoresponders - Drag & Drop - Event Triggered Actions - Email Marketing - API - Customizable Fields - Contact Database - Data Visualization - Ad hoc Reporting - Performance Metrics - Data Source Connectors - Search/Filter - Multi-Channel Attribution - Customer Journey Mapping - KPI Monitoring - Cohort Analysis **Additional Functionality** - Generative AI - Customizable Reports - File Transfer - Offline Access - AI Copilot - Activity Tracking - Formula Management - Communication Management - @mentions - Workflow Management - Real-Time Updates - Data Tabulation - Multiple Projects - Document Management - Version Control - API - Multi-Language - Project Management - Collaboration Tools - Full Text Search - Data Visualization - Drag & Drop - Real-Time Data - Commenting/Notes - Single Sign On - Activity Dashboard - Reporting/Analytics - Data Import/Export - User Management - Multiple Format Support - Charting - Access Controls/Permissions - Data Synchronization - Search/Filter - Third-Party Integrations - Functions/Calculations - What-if Analysis - Data Extraction **Self Service ** - Calculated Fields - Data Column Filtering - Data Discovery - Search - Collaboration / Workflow - Automodeling - Natural Language Search - Visual Discovery - Data Blending - Data Blending **Deployment & Integration - Analytics Platforms** - No-code Dashboard Builder - Report Scheduling and Automation - Embedded Analytics and White-labeling - Data Source Connectivity - Multiple Data Sources - Query Builder **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **Advanced Analytics** - Predictive Analytics - Data Visualization - Big Data Services - Real-Time Analytics - Reporting/Analytics - Real-Time Analytics - Reporting/Analytics - Visual Analytics **Performance & Scalability - Analytics Platforms** - Large data handling and Query Speed - Concurrent User Support - Database 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 - Ad hoc Query - Visual Analytics **Building Reports** - Data Transformation - Data Modeling - WYSIWYG Report Design - Integration APIs - Real-Time Data - Real-Time Data - Third-Party Integrations - Third-Party Integrations **Additional Functionality** - Drag & Drop - Secure Data Storage - Data Import/Export - Customizable Branding - Dashboard Creation - Access Controls/Permissions - Real-Time Reporting - Metadata Management - Forecasting - Data Storage Management - Ad hoc Analysis - Ad hoc Reporting - Data Migration - AI Copilot - Self Service Data Preparation - Search/Filter - Data Mapping - Monitoring - Sentiment Analysis - User Management - Sales Trend Analysis - Charting - Reporting & Statistics - Performance Metrics - Alerts/Notifications - Data Extraction - Widgets - Storytelling - Trend Analysis - Collaboration Tools - Financing Management - Self-service Analytics - KPI Monitoring - Dashboard - API - Data Integration - Scorecards - Data Management - Task Management - Progress Tracking - Data Connectors - Data Visualization - Profitability Analysis - Project Tracking - Strategic Planning - Goal Setting/Tracking - Publishing/Sharing - Predictive Analytics - Real-Time Monitoring - Templates - Mobile Access - Customizable Templates - Workflow Management - Financial Reporting - Audit Management - OLAP - Single Sign On - Data Synchronization ## Top ExtendInsights Alternatives - [Looker](https://www.g2.com/products/looker/reviews) - 4.4/5.0 (1,592 reviews) - [Supermetrics](https://www.g2.com/products/supermetrics/reviews) - 4.4/5.0 (816 reviews) - 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