InsightSquared is the missing analytics suite for QuickBooks.
Intuit’s built-in reports are great for accounting but not what a CEO needs. Exporting to Excel is not an ideal solution because it’s cumbersome and adds additional work.
The solution: the reporting suite from InsightSquared shows financials geared for a CEO, integrates with data coming from your sales organization, and is “always on” for your access.
Research Team Manager
The Bowdoin Group
Visual Revenue Tracking Designed for the CEO.
- Fast and easy exploration via a modern, interactive charting environment
- Detailed drilling down to the transaction level
- Collected logic brings together both invoices and collections so you can see how much potential revenue is left in limbo
Accounts Receivable Trend-style reports you can’t get in QuickBooks.
- Snapshot-style reports possible via advanced logic that reproduces a historical record from your current data
- Pivot to show collection performance for the entire company or across clients
- Evaluate which are your best customers by seeing which actually pay you
Sold vs. Actuals Verify Sales against what actually happened.
- Automatic matching using Deal ID and Invoices
- At any level including deal-by-deal, client-by-client, employee-by-employee, and for the company overall
Entity Matching Link QuickBooks customers to their Sales counterpart.
- Flexible linking of clients, employees and deals across any of your data sources
- Consolidate entities within the same data source to fix old names
Unified and Accessible Pull everything together in one place.
- Consolidated data across mulitple company files so you get a total-company view
- Access your financial reports from home or the road without the need for a local file, or the risk that the file will be locked for viewing by another user
See even more InsightSquared features…
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- Insight Feed is a “Twitter-like” feed of notable events in your business, plus mini-charts
- Activity Dashboard tracks events like calls or demos, and does so over time and by employee
- Data Quality Dashboard tracks errors in data entry like missing fields or values out of range
- Tagging & Filtering get as granular as you want by filtering on the fly
- Goals set activity and sales quotas as goals, and track performance visually in detail
- Sales Forecasting uses regression-based algorithms customized for your business to predict 90 days out
- Employee Scorecards are a weekly-review-in-a-box
- Activity Ratios help you troubleshoot how much effort it takes to close each deal
- Opportunity Dashboard is a visual landscape of your opportunities with value, creation date, and effort
- Campaign Analysis is the only way to measure the conversion rate through to deal of influencing (lead nurturing) campaigns
- M5 Integration integrate reporting and goals on your calling data