Easy Insight

About Easy Insight

Need better reports and dashboards on your SaaS project management, CRM, support, or financial system? In a couple of clicks, Easy Insight connects to your data and provides a rich prebuilt dashboard to help get you the answers you need. Securely import data from MySQL, SQL Server, and PostgreSQL. Pull over entire tables, simple selects, or complex queries spanning multiple tables. Integrate big data from Amazon Redshift for broader reporting. Import raw CSV or Excel files and create the same beautiful reports and dashboards. Push your own data into Easy Insight through a JSON API or point Easy Insight at pulling data from a JSON endpoint. Build custom data sources and add or edit values right through your reports. Simply click on a table cell and start editing to update the value. Is your SaaS system missing a field you'd like? Want to extend your CRM sources with custom sales goals? Link your user sources with your SaaS data to dramatically increase what you can do. Combine different data sources to enable reporting across your entire system. You can simply put reports from different systems together into a single dashboard or actually join the underlying data sources together to create calculations across different systems. Build a single view of the customer from lead generation through project management and invoicing or extend your SaaS systems with spreadsheet or database data. Are you a creative agency, tracking design work from requirements to delivery? Are you tracking orders from request to cash? Take advantage of Easy Insight's process functionality to look at how quickly work is going from step to step, how many orders are currently in each step, and how often work is repeatedly going through the same step, all in a couple of clicks. Any Easy Insight report and dashboard automatically renders just as well on phones or tablets.

Key Features

• ✓Reports
• ✓Cloud based

Frequently asked questions