“Yes. Insightly has reasonably strong forecasting, custom reporting and dashboard capabilities.”
+ forecasting
“Insightly has reasonably strong forecasting, custom reporting and dashboard capabilities.”
+ custom reporting
“This is where Insightly is particularly useful.”
+ report builder independence
“A sales manager can create reports independently using its report builder.”
+ custom management dashboards
“Insightly allows you to create dashboards with different visualisations, including:”
+ reporting and dashboard functionality
“I would consider its reporting and dashboard functionality a genuine strength, particularly for a small or medium-sized sales organisation.”
− complex financial forecasting
“However, I would be more cautious about relying on it for:”
− not a complete financial BI platform
“Its reporting tools are primarily designed around CRM data rather than being a complete financial business intelligence platform.”