[
Looker Reviews
](https://www.g2.com/products/looker/reviews)

[
Looker Reviews
](https://www.g2.com/products/looker/reviews)

# Looker Features

##### ## Reports (17)

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

Customizable Reports

Alter the layout and content of reports

Marketing Reports

Reports specific to marketing and associated campaigns

Sales Reports

Reports specific to sales analysis for trends and strategies

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Interactive Reports

Edit and personalize data view as needed

Customizable Reports

Alter the layout and content of reports

Customizable Reports

Alter the layout and content of reports

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Customizable Dashboard

Alter the layout and content of 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.

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##### ## Self Service (10)

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.

Natural Language Search

Ability to interact with the application using human languages such as English

Visual Discovery

Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.

Data Blending

Merge data from multiple sources to a single data set

Data Blending

Merge data from multiple sources to a single data set

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##### ## Advanced Analytics (8)

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.

Real-Time Analytics

Analyze and gain insights into data in real-time

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Real-Time Analytics

Analyze and gain insights into data in real-time

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

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##### ## Building Reports (8)

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.

Real-Time Data

Receive data and information in real time

Real-Time Data

Receive data and information in real time

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### ## 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.

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##### ## Reporting (6)

Real-Time Reporting

Obtain live data for who is currently accessing your site.

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.

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##### ## 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.

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##### ## 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.

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##### ## 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.

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##### ## Predictive Analytics (9)

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.

Budgeting/Forecasting

Create budgets based on historical data and future projections

Correlation Analysis

Competitive Analysis

Evaluating strengths and weaknesses of companies with the same target audience

Sales Trend Analysis

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Statistical Analysis

Apply statistical/mathematical models to sets of data

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##### ## Sales Management (11)

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.

Predictive Analytics

Predict future data based on historical data sets

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Task Management

Create, manage and track all task activities and progression

Contact Management

Manage, organize, and store contact information

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Opportunity Management

Track all opportunities for potential sales and convert them into recurring revenue

Workflow Management

Create, design and manage workflows for repetitive tasks

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##### ## Data Updates (9)

Historical Snapshots

Ability to track historical data.

Real-Time Updating

Track metrics in real time with consistent and frequent updates.

Scheduled/Automated Reports

Set a time to generate routine reports automatically

Customizable Reports

Alter the layout and content of reports

Predictive Analytics

Predict future data based on historical data sets

Data Management

Ability to handle large datasets

Real-Time Data

Receive data and information in real time

Historical Snapshots

Ability to track historical data.

Real-Time Updating

Track metrics in real time with consistent and frequent updates.

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##### ## Marketing Operations (24)

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

Multi-Channel Data Collection

Collect information from multiple sources

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Keyword Tracking

Track and monitor a specific set of keywords

Behavior Tracking

Track visitors'/audience's responses across web pages and other optimized content

Campaign Tracking

Track the performance of marketing campaigns across multiple channels.

Conversion Tracking

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

SEO Management

Optimize and manage the search engine optimization efforts for a website or digital content

Tag Management

Generate or append custom campaign parameters to URLs

Real-Time Data

Receive data and information in real time

Activity Tracking

Track and document all activities across devices, networks, and other systems

Click Tracking

Track the amount of clicks on individual products to measure campaign results

Contact Management

Manage, organize, and store contact information

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Email Management

Manage, store and organize emails within the system or via third-party apps

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Channel Management

Manage various distribution channels, build relations with channel partners, and track their performance

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Workflow Management

Create, design and manage workflows for repetitive tasks

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##### ## Campaign Activity (14)

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

Multi-Campaign

Manage multiple campaigns in one system

Campaign Analytics

Track and interpret campaign performance metrics

Website Analytics

Track and analyze information regarding website visitors

Conversion Rate Optimization

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Drip Campaigns

Send automated marketing emails based on user actions over a predetermined period

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Real-Time Analytics

Analyze and gain insights into data in real-time

Customizable Reports

Alter the layout and content of reports

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##### ## 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

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##### ## Data Modeling and Blending (4)

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.

Data Capture and Transfer

Import, collect, and capture data from multiple sources

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##### ## Visualization (7)

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.)

Mobile Dashboards

View and present dashboard on mobile devices

Public Dashboards

Publish dashboard publicly on various platforms

Private Dashboards

Share dashboard screen within private user groups

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##### ## 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).

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##### ## Generative AI (6)

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.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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##### ## Agentic AI - Marketing Analytics (5)

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

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

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##### ## 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

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##### ## Agentic AI - Analytics Platforms (8)

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

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### ## Agentic AI - Sales Analytics (7)

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

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

CRM Integration

Integration with third-party CRM systems

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##### ## Deployment & Integration - Analytics Platforms (6)

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

Multiple Data Sources

Allows users to manage data from a number of sources

Query Builder

Tool that allows users to create and execute database queries without needing to know the underlying syntax of the database

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##### ## Performance & Scalability - Analytics Platforms (3)

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

Database Support

Supports common databases such as MySQL and Oracle

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##### ## 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

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##### ## 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

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##### ## Personalized Intelligence - Analytics Platforms (5)

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

Ad hoc Query

One-off queries made on an as-needed basis

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

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##### ## Additional Functionality (209)

Dynamic Modeling

Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time.

Lead Qualification

Score a lead on their quality or likelihood to buy based on certain behaviors

Lead Capture

Automatically identify and save contact information of potential customers

Real-Time Reporting

Active reporting of data and metrics

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

API

Application programming interface that allows for integration with other systems/databases

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Dashboard Creation

Creation and customization of dashboards

Modeling & Simulation

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Exception Reporting

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Sales Reports

Reports specific to sales analysis for trends and strategies

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

"What If" Scenarios

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Customizable Reports

Alter the layout and content of reports

Data Import/Export

Import and export data to and from software applications

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Graphical Data Presentation

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Business Process Control

Define and maintain business rules that determine workflow capabilities and criteria

Multi-Currency

Manage and handle various international currencies

Pipeline Reports

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Secure Data Storage

Securely stores data to prevent data loss or breaches

Data Import/Export

Import and export data to and from software applications

Customizable Branding

Add customized logos and colors to align with company branding

Dashboard Creation

Creation and customization of dashboards

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Real-Time Reporting

Active reporting of data and metrics

Metadata Management

Collect and maintain structured information that describes data or content

Forecasting

Form predictions based on past and present data/trends

Data Storage Management

Manage and store data in a database

Ad hoc Analysis

Ad hoc Reporting

Generate one-off reports that meet information requirements

Data Migration

Move from one database to another, or upgrade the version of database software being used

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Self Service Data Preparation

Access, combine, transform, and store data without the help of an IT department

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Data Mapping

Track the management and flow of data throughout the organization

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Sentiment Analysis

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Sales Trend Analysis

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Charting

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Widgets

An extended application or connector that enables users to perform additional services with their current set of tools

Storytelling

Ability to present data insights in the form of a story to the audience

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Financing Management

Financing arranged by the dealership

Self-service Analytics

Generate reports on your own without IT involvement

KPI Monitoring

Tracking the status of previously identified performance measurements

Dashboard

Assembly of graphs and charts for visualizing and tracking statistics/metrics

API

Application programming interface that allows for integration with other systems/databases

Data Integration

Combining data from different sources and providing a unified view

Scorecards

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

Data Management

Ability to handle large datasets

Task Management

Create, manage and track all task activities and progression

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

Data Connectors

Connect to big data sources

Data Visualization

Graphical representation of data

Profitability Analysis

Evaluate the degree to which business operations bring monetary gains

Project Tracking

Monitor the progress of projects from start to finish

Strategic Planning

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

Publishing/Sharing

Share pre-configured sets of data organized and presented in a specific manner with the organization

Predictive Analytics

Predict future data based on historical data sets

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Templates

Sample files or documents that could be customized as needed or used as is

Mobile Access

Access software remotely via mobile devices

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Workflow Management

Create, design and manage workflows for repetitive tasks

Financial Reporting

Generate reports to assess the financial performance of an organization

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

OLAP

Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data

Single Sign On

Allow users to access multiple services after entering their login credentials once

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Mobile Reporting

Access reports on mobile devices

Data Mapping

Track the management and flow of data throughout the organization

Multiple Data Sources

Allows users to manage data from a number of sources

Forecasting

Form predictions based on past and present data/trends

Customizable Branding

Add customized logos and colors to align with company branding

Charting

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Customization

Create labels for products that contain required information such as colors, sizes, dates, etc.

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Real-Time Analytics

Analyze and gain insights into data in real-time

Workflow Management

Create, design and manage workflows for repetitive tasks

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Ad hoc Query

One-off queries made on an as-needed basis

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Application Development

Build unique software tools based on your specific requirements

Real-Time Reporting

Active reporting of data and metrics

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Geographic Maps

Visualize locations on a map

Widgets

An extended application or connector that enables users to perform additional services with their current set of tools

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Self-service Analytics

Generate reports on your own without IT involvement

Ad hoc Analysis

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Integration into Third Party Applications

Embed/link applications into third party software so it can be accessed within a third party system

Ad hoc Reporting

Generate one-off reports that meet information requirements

Visual Workflow Management

Create, design, and visually represent processes within the software

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Single Sign On

Allow users to access multiple services after entering their login credentials once

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

Predictive Analytics

Predict future data based on historical data sets

Data Visualization

Graphical representation of data

Data Connectors

Connect to big data sources

Benchmarking

Compare key metrics for the business against prominent players in the industry

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Streaming Analytics

Monitor and visualize trends across live data streams

Mobile Access

Access software remotely via mobile devices

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Dashboard Creation

Creation and customization of dashboards

Event Marketing

Plan marketing campaigns for events

Social Promotion

Market event via social media tools

Multi-Channel Marketing

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Data Import/Export

Import and export data to and from software applications

Lead Generation

Manage the process of attracting and converting business prospects into leads

Campaign Segmentation

Group campaigns by project, client, or campaign for better management.

Customizable Forms

Customize contracts and forms to collect specific information

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Email Templates

Pre-made examples and templates for emails

Web Forms

Web form that allows users to enter data that is sent and processed for different reasons

Lead Capture

Automatically identify and save contact information of potential customers

Customizable Branding

Add customized logos and colors to align with company branding

Real-Time Reporting

Active reporting of data and metrics

Campaign Planning

Plan and strategize marketing campaigns

A/B Testing

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Campaign Scheduling

Set campaign schedules by selecting start, pause, and end dates

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Autoresponders

Create and automatically send premade copy in response to customer messages

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Event Triggered Actions

Predefined actions automatically performed on the occurance of specific events

Email Marketing

Create and send email blasts/campaigns

API

Application programming interface that allows for integration with other systems/databases

Customizable Fields

Customize data fields to support various needs and use cases

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Data Visualization

Graphical representation of data

Ad hoc Reporting

Generate one-off reports that meet information requirements

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Data Source Connectors

Connect to big data sources

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Multi-Channel Attribution

A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey

Customer Journey Mapping

Visualize and analyze customer experience across all touchpoints and channels

KPI Monitoring

Tracking the status of previously identified performance measurements

Cohort Analysis

Analytics that breaks the data in a data set into related groups/categories.

KPI Monitoring

Tracking the status of previously identified performance measurements

Secure Data Storage

Securely stores data to prevent data loss or breaches

Multiple Data Sources

Allows users to manage data from a number of sources

Data Visualization

Graphical representation of data

Single Sign On

Allow users to access multiple services after entering their login credentials once

Natural Language Search

Ability to interact with the application using human languages such as English

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Widgets

An extended application or connector that enables users to perform additional services with their current set of tools

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Ad hoc Reporting

Generate one-off reports that meet information requirements

Activity Tracking

Track and document all activities across devices, networks, and other systems

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Customizable Branding

Add customized logos and colors to align with company branding

Data Aggregation

Collect, process and structure data from multiple sources for further analysis

Dashboard Creation

Creation and customization of dashboards

Data Connectors

Connect to big data sources

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

API

Application programming interface that allows for integration with other systems/databases

Forecasting

Form predictions based on past and present data/trends

Interactive Elements

Various components within a system including buttons, clickable icons, hover effects, and more

Single Page View

Display aggregated data points on one page for a bird's eye view assessment

Data Import/Export

Import and export data to and from software applications

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

Workflow Management

Create, design and manage workflows for repetitive tasks

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Functions/Calculations

Perform various mathematical calculations using the data

Historical Reporting

Information, data and reports that are being tracked over time

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Visual Discovery

Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.

Real-Time Updates

Receive system updates as soon as any changes are made

Real-Time Reporting

Active reporting of data and metrics

Data Mapping

Track the management and flow of data throughout the organization

Relational Display

Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph.

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

OLAP

Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data

Ad hoc Query

One-off queries made on an as-needed basis

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Mobile Reporting](/glossary/mobile-reporting-definition)

Mobile reporting is a business intelligence solution that allows users to access analytics on mobile devices. Learn more about the benefits and uses.

[Dashboard](/glossary/dashboard-definition)

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.

[Promotional Messages](/glossary/promotional-messages-definition)

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.

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