Product Information
What is Easy insight?
Need better reports and dashboards for your SaaS project management, CRM, support, or financial systems? With just a few clicks, Easy Insight connects to your data and delivers rich, pre-built dashboards to help you get the answers you need.
Securely import data from MySQL, SQL Server, and PostgreSQL. Pull entire tables, simple selections, or complex queries across multiple tables. Integrate big data from Amazon Redshift for broader reporting. Import raw CSV or Excel files and create equally stunning reports and dashboards.
Push your own data into Easy Insight via the JSON API or direct Easy Insight to pull data from JSON endpoints.
Build custom data sources and add or edit values directly through reports. Simply click a table cell and start editing to update values. Does your SaaS system lack the fields you want? Need to extend your CRM source with custom sales targets? Link your user sources with SaaS data to significantly expand your capabilities.
Combine different data sources for system-wide reporting. You can easily place reports from different systems on a single dashboard or even join underlying data sources to create calculations across different systems. Build a unified customer view from lead generation to project management and invoicing, or enhance your SaaS system with spreadsheet or database data.
Are you a creative agency tracking design work from brief to delivery? Do you monitor orders from request to cash? Use Easy Insight’s process features to see how quickly work moves from one step to the next, how many orders are at each stage, and how often work repeats the same step—all with just a few clicks.
Every Easy Insight report and dashboard automatically adapts to mobile phones or tablets.
How to use Easy insight?
Easy Insight is a cloud analytics platform that connects various cloud apps and databases, helping users generate reports and dashboards for better conversion rates, business transparency, and actionable insights.
Core Functions of Easy insight
Reporting
Cloud-based
Usage Scenarios of Easy insight
- Report and dashboard analysis for SaaS project management, CRM, support, or financial systems
- Creative agencies track design work progress from request to delivery
- Track orders from request to payment, analyzing workflow efficiency
- Integrate different data sources to build a single view of customers from leads to project management and invoicing
- Gain instant transparency into inventory management, conversion rates, and project timelines
Common Questions about Easy insight
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