Alternatives to SimpleKPI

Compare SimpleKPI alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to SimpleKPI in 2026. Compare features, ratings, user reviews, pricing, and more from SimpleKPI competitors and alternatives in order to make an informed decision for your business.

  • 1
    Banker's Dashboard
    Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.
    Partner badge
    Compare Banker's Dashboard vs. SimpleKPI View Software for Banker's Dashboard
    Visit Website for Banker's Dashboard
  • 2
    BrightGauge

    BrightGauge

    ConnectWise

    BrightGauge, a ConnectWise solution, was started in 2011 to fill a missing need in the small-to-medium IT Services industry: a better way to manage data and provide the value of work to clients. BrightGauge Software allows you to display all of your important business metrics in one place through the use of gauges, dashboards, and client reports. Used by more than 1,800 companies worldwide, BrightGauge integrates with popular business solutions on the market, like ConnectWise, Continuum, Webroot, QuickBooks, Datto, IT Glue, Zendesk, Harvest, Smileback, and so many more. Dig deeper into your data by adding, subtracting, multiplying, and dividing one metric against another. BrightGauge automatically computes these formulas for you. Want to show your prospects how quick you are to respond to tickets? Show off your data with embeddable gauges on public sites.
  • 3
    Quick Consols

    Quick Consols

    Quick Consols

    Quick Consols is a financial reporting tool for companies and groups that need monthly or annual consolidated accounts. Handles consolidation complexities for groups with multiple year ends, multiple currencies, different charts of accounts and ERP systems with a slice and dice approach to reporting. The app supports partial consolidations. Use our business unit function to create different views of your group, right down to cost centre or profit centre level. Our Analytics module creates visually rich graphs and charts with a slice and dice approach to seeing your consolidated numbers the way you want with a wide range of custom options. Use the financial statements module to prepare your statutory accounts, whether they're annual, half yearly or quarterly using our custom built templates no matter the underlying Accounting Standards you use. Quick Consols is high tech and high touch which means consultants available to assist with your implementation and support.
  • 4
    Coevera

    Coevera

    Pipelinersales Corporation

    Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. • Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. • Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. • Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. • Automatizer — no-code workflow automation your own ops team builds and changes. • Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages.
  • 5
    Rallyware

    Rallyware

    Rallyware

    Rallyware transforms every seller into a top performer with one platform personalizing smart to-dos, learning, and engagement activities – right in the flow of work. Rallyware makes the seller more proactive and engaged using of-the-moment activities tailored just for them, based on their goals, progress, and real-time company KPIs. Every activity on Rallyware’s handheld platform engages the seller while ramping up their sales productivity. Global retailers like Fleet Feet use Rallyware to drive sales +140%, while noted brands like Nike, Casio, and Tupperware trust this platform to be an AI copilot for their sellers, guiding them in everything from learning & development and onboarding to sales incentives. In addition to Rallyware’s highly personalized and gamified experience for sellers, leaders love the platform because it provides actionable intelligence on seller behaviors, reduces operational overhead, and generates measurable business outcomes with cutting-edge AI
  • 6
    Anaplan

    Anaplan

    Anaplan

    Anaplan is an AI-infused scenario planning and analysis platform designed to help organizations make the right decisions quickly and with confidence. Its connected planning approach breaks down silos, aligning strategic, financial, and operational plans across the enterprise. With purpose-built solutions for industries like finance, manufacturing, healthcare, and retail, Anaplan enables agile forecasting, collaborative planning, and advanced reporting. The platform’s AI capabilities — including predictive, generative, and agentic AI — uncover hidden trends, accelerate insights, and improve productivity. Trusted by over 2,500 leading brands worldwide, Anaplan is recognized as a leader in both financial planning and supply chain planning by top analysts. By integrating data orchestration, modeling, and security features, Anaplan empowers teams to outpredict, outplan, and outperform.
  • 7
    QuotaPath

    QuotaPath

    QuotaPath

    QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.
    Starting Price: $15 per user per month
  • 8
    Xactly Incent
    Xactly Incent is a robust sales performance management solution designed to help enterprises drive agent performance, take control, and embrace mobility. Xactly Incent comes with a powerful incentive compensation engine that supports businesses in adapting to changing market conditions. The software also offers simple reporting tools and dashboards that give real-time visibility into rep performance, analytics and modeling tools for evaluating incentive compensation programs, and Xactly Incent iOS and Android mobile apps for accessing information on the go.
  • 9
    ZoomInfo Sales
    Maximize productivity, accelerate pipeline and reach the revenue potential you didn’t imagine possible with ZoomInfo Sales. Build an account universe based on your Ideal Customer Profiles and reach decision makers with the largest B2B contact database of 65M+ direct dial phone numbers and 150M+verified email addresses. Identify and reach prospects at the beginning of their buyer’s journey by tracking companies researching solutions like yours across the web. Discover and connect with decision makers from companies exploring your business website. Analyze customer calls, meetings, and emails to drive process changes that impact your bottom line. Build and execute multi-touch sales cadences with our native phone dialer and email tool. Shorten your sales cycle with ZoomInfo Chat, an easy-to-use, data-driven chat bot tool. Set real-time lead alerts to engage best-fit buyers or automate lead-qualifying interactions to free up your internal team.
  • 10
    Aviso

    Aviso

    Aviso

    Aviso is an AI-powered revenue intelligence and sales execution platform that helps businesses improve forecasting, manage sales pipelines, and automate go-to-market workflows. The platform combines predictive analytics, conversation intelligence, relationship intelligence, and deal management within a centralized revenue operating system. Its machine learning models analyze CRM records, customer interactions, and historical sales data to predict deal outcomes and identify revenue risks. Aviso provides AI agents that automate prospect engagement, lead qualification, sales coaching, follow-ups, and other revenue operations activities. Its no-code GTM Agent Studio enables organizations to create and deploy customized AI agents and workflows without extensive programming. The platform integrates with Salesforce, Microsoft Dynamics, and other business applications to provide sales teams with actionable insights, automated recommendations, and centralized revenue visibility.
  • 11
    FlowyTeam
    Track and Increase employees' and team performance via KPIs (Key Performance Indicators) and execute your strategies effectively via OKRs (Objectives and Key Results), Task, and Project Management. Engage and Motivate via our Reward System, weekly check-in, 1-on-1s, Learning Hub, and 360-degree Review. Convert your leads into sales via our CRM tool. Create forms for customers and employee surveys and data analytic. FlowyTeam offers more features such as: KPI: real-time performance tracking Task: execute via an effective action plan Projects: track the progress of your projects Reports: easily generate real-time reports Tickets: be solution-focused Forms & Surveys: for better data analytics ​Attendance & time-logs
    Leader badge
    4.8 out of 5 stars 63 Ratings for FlowyTeam
    Starting Price: $0 per user per month
  • 12
    Prodoscore

    Prodoscore

    Prodoscore

    Prodoscore™ is a software solution that measures your most valuable asset: your people. Our mission is to provide never before seen visibility into employee engagement, rooted in data and digestible in seconds, to support a flexible work environment and ensure accountability. Prodoscore surfaces insights that keep you better informed and better prepared because a lack of visibility can only lead to bad outcomes for your business. Using Machine Learning, AI, & Natural Language Processing, we measure thousands of daily activity points across your core business applications to provide productivity intelligence. Our proprietary scoring system produces key indicators, so leaders can make well-informed decisions, rooted in data. Our complex machine learning algorithms output a single score, making it easy for you to digest opportunities quickly. Long gone are the days of sifting through multiple reports and having difficult conversations to identify problem areas.
  • 13
    entomo

    entomo

    entomo

    entomo is a people experience platform built for the digital world of work. Powering 30mn+ users and workplaces world-wide, entomo enables workforce experiences that transform performance, engagement and talent development using hyper personalized insights and nudges. entomo’s clients include Fortune 500 and other large enterprises, as well as forward thinking Governments who have embarked on enterprise, industry or national scale transformation initiatives. entomo is also voted as a leader in G2 software marketplace across multiple categories. entomo comes from a belief that the way enterprises look at driving performance and talent development is inadequate for the new world of work.Measuring employee performance and planning their growth only once or twice a year is inadequate especially when the expectation from them is they give their best and learn everyday. It should be a continuous process customized to each employee, done every day every moment.
  • 14
    Joopy

    Joopy

    Incentives Solutions

    JOOPY is a leading cloud-based Sales Performance Management (SPM) platform, which enables global sales organizations to increase their sales and improve their profitability. JOOPY enables tier 1 sales organizations to manage their entire product categories under a unified platform, combining identical operational processes and policies and providing the enterprise's sales channels (internal and external) a web portal to increase engagement and strengthen their relations with the organization for optimized business results. JOOPY introduces a 'Sales Channel' facing approach to motivate the entire distribution network to achieve its goals and objectives, thus enabling the global sales organization to successfully translate its strategic goals into operational sales targets and objectives.
  • 15
    Fathom

    Fathom

    Fathom Applications

    All-in-one reporting, analysis & forecasting. Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution. Get in-depth analysis of your numbers and a clearer picture of your business performance. Create custom management reports and share business results in a clear, compelling way. Craft management reports for print or web – in minutes, not hours. Bring together text, charts, tables and financial statements – in one simple-to-use editor. Put your reporting on autopilot. Schedule the delivery of timely reports. Pick from a range of ready-made management report templates to jump-start your workflow, then make changes using the report editor.
  • 16
    Workday Adaptive Planning
    Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning.
  • 17
    ORM Technologies

    ORM Technologies

    ORM Technologies

    ORM Technologies is a prescriptive revenue analytics platform for B2B SaaS companies, built for the teams that own the number: sales, marketing, finance, and revenue operations. The problem ORM solves is not that companies lack data. It is that every function plans against a different version of it. CRM credits one source. Marketing automation credits another. ERP records what actually booked. Nobody owns the definition of a renewal. So the forecast, the attribution model, and the board report disagree, and the quarter gets spent arguing about whose number is right instead of what to do about it. Sales asks what is coming. Marketing asks what is working. Finance asks whether the plan can be defended. ORM answers all three off the same underlying numbers. The answer is a decision, not a report. Dallas, Texas. SOC 2 Type II. Founded by John Ryan, operated by Pete Furseth.
  • 18
    Sales Sling

    Sales Sling

    Sales Sling

    Call Recording Every call that is made is automatically recorded and stored on the contact record within the Sales Sling Lead Management System. Calls are also searchable through our reporting and agent call history features, so you have the ability to easily find, download or flag a call and share it with the agent or other team members for coaching or review. Built into the call making workflow, outcome tracking will become an intuitive and second nature for your agents. Predetermined disposition buttons are incorporated into the call center dashboard and at the end of a call your agent must simply click on an outcome and a contact will move into the appropriate bucket of your sales pipeline. Conference in as many people as you need to for a demo or meeting. Allows you to whisper into the ear of an agent during a call without the client hearing and to take over a call if necessary. This is invaluable when training new talent.
    Starting Price: $49.99 per user per month
  • 19
    AWS Quick Sight
    AWS Quick Sight is an AI-powered business intelligence and data visualization platform that helps organizations analyze business information, create interactive dashboards, and make data-driven decisions. The software connects to databases, cloud data warehouses, enterprise applications, and other data sources to provide centralized reporting and analytics. Its natural language querying capabilities allow users to ask questions about their data and generate charts, summaries, and insights without writing complex SQL queries. AWS Quick Sight supports customizable dashboards, automated reports, predictive analytics, and AI-assisted data exploration to identify trends and monitor business performance. Developers can embed interactive visualizations, dashboards, and conversational analytics directly into websites, applications, and business portals.
  • 20
    Naxely

    Naxely

    Naxely

    Naxely converts CSV files and Google Sheets into branded, client-ready PDF reports in under 60 seconds. Each report includes AI-written executive summaries, anomaly detection, and 16+ chart types — with a bring-your-own-key (BYOK) model across seven AI providers (Gemini, Groq, DeepSeek, OpenAI, Claude, Mistral, Together AI), so there's no AI cost markup. Built for freelance analysts, consultants, and small agencies who need professional client deliverables without manual formatting. Free tier available; Pro at $29/month for unlimited reports; Agency at $79/month with full white-label output, no Naxely branding.
  • 21
    XLReporting

    XLReporting

    XLReporting

    XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want. As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users. You can control the workflow, manage user permissions, and see the process status and history of changes at all times. - Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database. - Define your own business structure - Import your data with 30+ connectors (QuickBooks, Xero, Sage, Exact, Excel). - Analyze your numbers. Choose from over 30 different visualisations and create automated reports. Publish or share your reports in a dashboard. Connect to your source. Consolidate automatically. Make decisions with confidence.
  • 22
    Mercur Business Control

    Mercur Business Control

    Mercur Solutions

    The market leading solution for Performance Management and Business Intelligence. Efficient planning and business analysis creates the prerequisite for stronger performance and growth. With Mercur Business Control you get a fast, simple, flexible, cost-efficient solution for budgeting , forecasting, reporting, analysis and strategic target management. Great business is all about making the right decision at the right time backed up by solid business information. Mercur Business Control helps you manage the performance management challenges in your business and allows you to focus on what's important. With Mercur Business Control it's easy to handle large data volumes and transform it into actionable insights. In our intuitive business intelligence dashboards you can monitor your business, understand trends and make more informed decisions with your new insight into the financial and operational numbers.
  • 23
    Forecastio

    Forecastio

    Forecastio

    Sales performance management platform for HubSpot users. Master sales planning and set attainable goals based on your historical HubSpot data. Manage sales capacity efficiently and develop proper hiring calendars to hit your numbers. Employ multiple forecasting models and avoid end-of-quarter surprises. Use what-if scenarios to allocate resources efficiently. Gain actionable sales insights from your HubSpot. Access predefined planning templates, utilize what-if scenarios, and automatically assess goal attainability. Utilize AI and predictive forecasting to gain accurate future sales predictions. Monitor all critical sales performance metrics in real-time. Gain actionable insights on performance gaps (people, process, pipeline) without spending hours analyzing multiple reports. Assess current sales capacity and automatically calculate the needed capacity to attain sales quota. Monitor pipeline development in real-time and spot bottlenecks early.
  • 24
    Pigment

    Pigment

    Pigment

    Bring color to your company’s future. Business strategy in real-time. Pre-built toolbox to get started in a matter of days. Instantaneous native data connectors. What if scenarios on steroids to finally focus on strategic decision making. Easy modeling of any planning and forecasting application thanks to powerful capabilities. Real time and insightful reporting. Shared tailored dashboards and models. Discussion and decisions taken directly on the platform. Delightful interface for all team members, at all levels. Seamless tracking of data edits. Secure data connectors. Enterprise-grade data governance and access rights. By design end-to-end traceability and clearances. Scale your business the right way. Make numbers a common language that everyone understands. Anticipate the future with confidence. See, understand and execute in real time.
  • 25
    ClosePlan

    ClosePlan

    ClosePlan

    Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.
    Starting Price: $10 per user per month
  • 26
    Fullcast Revenue Intelligence
    Fullcast Revenue Intelligence is a powerful revenue platform designed to help go-to-market teams improve sales performance and forecast accuracy. It combines revenue, relationship, and conversation intelligence into one unified system. The platform integrates seamlessly with existing CRM and sales tools, eliminating data silos and extra logins. It enables teams to identify pipeline risks, manage deals more effectively, and make smarter decisions. Fullcast Revenue Intelligence helps organizations boost quota attainment and gain clearer visibility into their sales pipeline.
  • 27
    PlanBase Scorecard
    PlanBase Scorecard provides a comprehensive metric management system that tracks operational metrics and key performance indicators while linking the metrics on your dashboards to strategic plan objectives in PlanBase Hoshin. This connection between metrics and strategic objectives, fully automated through PlanBase’s integrated platform, optimizes continuous improvement efforts to enable process advancement whenever progress is required. PlanBase Scorecard, and its intuitive click-and-go design, promotes active engagement through visibility and responsibility across the team. Every scorecard (or bowler chart) is assigned an owner, driving accountability to every level of the organization. Managers, direct reports, and co-workers can view performance on customized real-time visual dashboards. The set of visual management tools provides comparisons to past performance and future targets in a meaningful way enabling informed management decisions.
  • 28
    Kluster

    Kluster

    Kluster

    If you want a platform that is designed by a handful of people at one company, go with someone else. But if you want a platform that is updated daily with the workflows your peers use to beat target, get in touch. Embed forecasting processes from sales reps up to leadership, and augment with multiple AI and analytical methods for crystal clarity. Ever been alerted by your bank about that large purchase you just made? We do that for changes in activity and pipeline that will impact next quarter's revenue. Want to dig into the data? Use interactive tools to engineer your perfect outcome, and assign KPI targets to your team to track real time progress. Stop spending your evenings with screenshots and PowerPoint. Report to management, and have your team report to you, with real time interactive dashboards. Community-designed best practice for every person in the revenue function.
  • 29
    Amelkis Opera
    Take control of your development by building your financial forecast with a flexible and fully customizable solution. Quickly realize a budget, monthly reporting and as much forecast as you want during the year thanks to Opera. Every year over 2,000 groups are consolidated on Opera. Whether you are a consolidator or an accountant, discover its innovative interface and its many features. Amelkis grants you pre-configured access to Opera with your own settings: Consolidation, Reporting, Budget, Forecast, RSE, Leasing & IFRS 16, Intercompany etc. Amelkis InterCompany is a Web platform of the reconciliation of the intercos accounts. It contributes to improving the quality of the accounting information at the level of the entities and reduces the time of closure. Amelkis XBRL allows you to import your PDF registration document, convert it to HTML without losing graphic quality and perform tagging in a few minutes. Amelkis XBRL is the most innovative and efficient solution on the market.
  • 30
    BizMetrics

    BizMetrics

    BizMetrics

    We know that different businesses have different relevant time periods. Customize your reports and overall data with different time and customer plan type cohorts. Take a glance at our dashboard and grasp the financial health of your business. Offer different perspectives to different members of your team, or to third parties. Hide metrics, customize charts’ time and plan cohorts, give different emphases to different metrics. Get notified of important events that happen to your business. Often, growing churn and loss of revenue are indicators of something going wrong. Achieve peace of mind by getting notified of major changes that occur within your business. Keep your financial data close to you with our self-hosted, easy-to-set-up options.
  • 31
    Azure AI Metrics Advisor
    Embed AI-powered monitoring features to stay one step ahead of incidents, no machine learning expertise is required. Monitor the performance of your organization's growth engines, including sales revenue and manufacturing operations, with Azure AI Metrics Advisor, built on AI Anomaly Detector, and a part of Azure AI Services. Quickly identify and fix problems through a powerful combination of monitoring in near-real time, adapting models to your scenario, and offering granular analysis with diagnostics and alerting. End-to-end management of data monitoring is easily done through the AI Metrics Advisor interface, which plugs into popular time-series databases and provides stream monitoring support. All dimension combinations are analyzed to pinpoint affected areas for root-cause analysis and diagnoses and send alerts. A guided autotuning experience helps you customize the service to your unique needs.
  • 32
    Xactly

    Xactly

    Xactly

    Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com.
  • 33
    Pulse

    Pulse

    Pulse

    Pulse is an always-on AI business intelligence analyst that turns messy, scattered data into clear, interactive dashboards and insights simply by chatting in plain language. It connects seamlessly to CSV, Excel, Google Sheets, Google Analytics, Shopify, API endpoints, and, soon, databases, then automatically ingests, cleans, structures, and analyzes your data without manual prep. In seconds, you can build custom dashboards with charts, tables, and KPIs; ask follow-up questions about trends, anomalies, and performance; and set filters to drill into specifics. Visuals refresh in real time as underlying data changes, while built-in anomaly detection flags unexpected shifts, and automated insights help you stay ahead of evolving metrics. All of this lives in a single, queryable workspace, no more juggling multiple tools or cleaning spreadsheets, backed by enterprise-grade encryption, granular access controls, and compliance with GDPR and CCPA.
  • 34
    DataPortia

    DataPortia

    Atorcom

    DataPortia is an advanced on-premises industrial data acquisition and reporting software with built-in AI analytics. It connects to automation systems via OPC UA protocol (Siemens, ABB, Valmet, Beckhoff, Schneider, Honeywell, Rockwell), collects 2000+ measurement points per second, and stores time-series data in PostgreSQL/TimescaleDB. Key features: - Real-time dashboards with gauges, charts, bar charts, and tables - Interactive trend views with ECharts visualization and drag-to-zoom - Comprehensive reporting with CSV and PDF export - Automated report scheduling (daily, weekly, monthly, custom) - AI-powered data analysis with local Ollama LLM (anomalies, forecasts, cost optimization, reports) — no cloud dependency - OPC UA Alarms & Conditions management with analytics and export - OPC UA history read from server historian - Calculation circuits (cumulative and non-cumulative formulas) - Tag transfer, copy and merge between connections - TimescaleDB time-series database
  • 35
    Pathlight

    Pathlight

    Pathlight

    In just a few steps, you can empower dozens, hundreds, or even thousands of teammates to move faster and hit their goals. We integrate seamlessly with Salesforce, Zendesk, Outreach, Stella Connect, and many other applications. Leverage dozens of templates or create your own custom goals with Pathlight's powerful metric creation workflows. Because Pathlight intelligently builds your org chart, you can roll out your goals in minutes. In every office, in every country, get everyone managing against the same information. In one click, you can celebrate your team’s wins or provide targeted individual coaching. Performance data is automatically embedded in every message. See a team member falling behind? Supporting them is easy with our 20+ customizable coaching templates. Make your 1:1s more productive with our pre-set agenda templates.
  • 36
    Salesforce Spiff
    Let Spiff save you from hours spent every month in finicky spreadsheets. Improve quality and provide your reps with personalized, real-time commission portals. Along the way we’ll work together to boost sales by up to 10%. Our commission engine is both simple and powerful. How? It’s modular so you can combine 5 simple concepts to create any plan you want. We support flat, tiered, accelerator, override plans, and hundreds more. Out of the box, Spiff connects with all of your commission systems: ERP, payments, and payroll. Machine learning matches records for you and eliminates errors between systems. With the Spiff True-Up Guarantee, if you can find an error we’ll pay you back double. The only constant of commissions is change. Backtest new rules against real data, model new plans, and optimize, baby, optimize! Spiff will make smarter and smarter recommendations tool. We’re impatient too! We want you to get the value of Spiff ASAP.
  • 37
    Solver

    Solver

    Solver

    Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and management users. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards.
  • 38
    Visuant

    Visuant

    Competitive Solutions

    Visuant is a business performance software that collects all of your data in one place with scorecards, charts and graphs, real-time dashboards and corrective actions linked to underperforming metrics. Eliminate multiple spreadsheets and develop one single source of truth to hold your team more accountable. Request a free, personalized 20 minute demo of Visuant Business Management Software at a time convenient for you. Visuant business software improves engagement, accountability, and performance-driven decision making. Visuant is a web-based solution installed On-Prem or SaaS that incorporates accountability, employee engagement, meeting portal and robust scorecard system.
  • 39
    FinCastAI

    FinCastAI

    FinCastAI

    FinCastAI is a chat-based platform designed for SaaS founders, simplifying complex financial and user data into actionable insights. By integrating with tools like Stripe, HubSpot, and QuickBooks, it gathers and analyzes metrics like MRR, churn, and CAC to uncover growth opportunities. Unlike traditional platforms that provide raw data, FinCastAI focuses on answers, helping you understand what the numbers mean and how to improve. Whether you’re benchmarking against industry standards, identifying underperformance, or optimizing revenue, FinCastAI delivers insights in plain language, complete with visualizations. Built for founders, by founders, it’s your fast, intuitive solution to drive smarter decisions and accelerate growth.
  • 40
    Drivetrain

    Drivetrain

    Drivetrain

    Plan collaboratively, identify bottlenecks and make confident decisions to achieve your targets. Connect your revenue, sales quota, marketing, finance, and hiring plans quickly and without errors. Use simple, business language formulas to compute shared metrics across geographies, market segments, channels, and more. Compare actuals against plans to identify which parts of your business are thriving or struggling. Get predictive alerts on potential deviations from the plan numbers and their impact. See the big picture by connecting and merging data across multiple sources. Customize financial reports and optimize costs, revenue & profits with best-in-class visualizations. Get complete visibility into business performance with multi-data source consolidation—from ERP, CRM and billing systems to databases, Excel & CSV.
  • 41
    Centage

    Centage

    Centage

    Collaborative budgeting software that aligns and engages your entire company. Centage helps you create a collaborative, top-down AND bottoms-up budgeting process—aligning teams and empowering them to own the plan. Build a budget with your team, not just for them. Centage enables secure, cross-department collaboration, transforming budgeting and forecasting into a transparent, shared process. By involving key stakeholders, every plan captures the insights and needs of the entire organization, driving alignment and accountability from day one. Create budgets that your entire team believes in. Our software allows you to collaborate seamlessly with department leaders, ensuring every number reflects input from the people who know the business best. Build multidimensional budgets together and turn a daunting task into a shared mission, aligning your company around a financial plan everyone supports.
  • 42
    FunnelSource

    FunnelSource

    Baker Communications

    Improve your pipeline meetings and coaching sessions with powerful visibility into your organization’s pipeline. FunnelSource is a powerful pipeline management & forecasting application designed exclusively for people who sell. Built for sales executives and reps, its foundation is a quota-centric interface that standardizes how companies drive revenue. FunnelSource maximizes the efficiency of weekly coaching calls by putting all users on the same page and creating a powerful path to success. Give reps a single screen to boost efficiency, data integrity, and accountability where it matters most. Give executives and managers a real-time view of the funnel to manage proactively and hold reps to task. Eliminate sandbagging and identify bad deals sooner to tighten the forecast naturally.
  • 43
    iStrives

    iStrives

    iStrives

    Easy to set-up dashboards that gives every level in a team clear visibility of targets and results. Multi-layer recognition and gamification to motivate, reward and recognize your teams. Full suite of badges, trophies, likes, star rating and cash Incentive tool. Instantly drive focus with simple target setting, leaderboards, performance tracking, competitions and reward mechanics. Select as many metrics you need, set the targets and define what is good, average or bad. With just a click see the details behind the scorecard. Drill down to an individual team member’s performance and filter results by time period to get the view you need. See the performance at all levels through progress tracking screens. View top performers, overall achievements or individual results using the dashboard. Track every element behavior and its development across all the gamification mechanics.
    Starting Price: $15 per user per month
  • 44
    BankBI

    BankBI

    Bankbi

    Automate financial reporting and deliver daily performance dashboards to measure, monitor and manage performance with actionable daily insights. Our fully automated, cloud-based solution provides rapid time to value for CFOs and their finance departments. We provide CFOs with detailed analysis and efficient reporting to deliver data-driven business performance. Our out-of-the-box solutions empower you to better plan, present, and monitor financial strategy. We lighten the load for CFOs in banks and credit unions by eradicating inefficiencies in reporting processes. Every financial institution should have access to numbers that can be trusted, available anytime and anywhere. This can’t be achieved with traditional monthly reporting, conducted two to three weeks after month-end. Our powerful cloud software lets you move to a daily reporting cycle, providing true financial automation at your fingertips.
  • 45
    Actio

    Actio

    Actio Global

    Actio is a cloud-based business performance and corporate management platform designed to unify and automate strategic planning, performance tracking, risk management, bonus and incentive processes, operational routines, and results monitoring in one integrated system. It helps organizations translate strategy into execution by connecting goals, indicators, actions, and dashboards so leaders can monitor performance across teams and levels, apply methodologies like OKR, BSC, PDCA, and agile frameworks, and use built-in AI to generate actionable insights, detect performance gaps, and support data-driven decisions rather than reactive problem-solving. It includes modules for strategic management, risk forecasting and mitigation, performance and people management, variable compensation (bonus), budget matrix tracking, customizable digital checklists, and more, all centralized in a single environment with real-time dashboards, visual maps, and progress tracking for KPIs.
  • 46
    Papermap

    Papermap

    Papermap

    Papermap is an AI-native data analytics platform designed to help teams collect, process, analyze, and visualize business data without the complexity of traditional BI tools. It enables users to connect data sources such as databases, spreadsheets, and third-party platforms, and automatically builds data pipelines and dashboards in seconds, allowing teams to start analyzing information immediately. It emphasizes real-time data processing, giving users access to up-to-date insights as data arrives, and supports advanced analytics that scale from simple dashboards to more complex data modeling. Through its conversational AI interface, users can ask questions in plain English and receive instant answers, charts, and insights, eliminating the need for SQL queries or technical expertise. Papermap also includes an AI command center that generates visualizations, uncovers trends, and helps identify anomalies, correlations, and opportunities directly from raw data.
  • 47
    Dance Party

    Dance Party

    Outergy Group, LLC

    Dance Party turns business data into dashboards for Apple TV and the web. Describe the dashboard you want in plain English and AI builds charts, leaderboards, and layouts. Connect business tools with read-only access, manage screens from the web, and display dashboards with the native Apple TV app. Bring your own Claude, OpenAI, Gemini, or Grok API key for dashboard creation. Built for teams that want shared visibility into metrics without manually designing every screen.
  • 48
    Qobra

    Qobra

    Qobra

    Qobra is the AI-native sales compensation platform for Finance, RevOps and Sales teams. Sales comp shouldn't eat a week of your month. With Qobra, every plan is designed in minutes, every payout is calculated automatically and every statement is approved before payroll. Three AI agents do the heavy lifting: the Architect builds and simulates comp plans in plain language, the Sales Coach answers every rep question, and the Analyst catches commission errors before they reach your reps. You review and approve. Qobra connects natively to your CRM, HRIS, ERP and data warehouse, and runs from Claude, ChatGPT or any MCP-compatible assistant. 350+ companies, including ElevenLabs, Make and GoCardless, run their commissions on Qobra: 30,000+ users and $1B+ in commissions certified. Rated 4.8/5 on G2. SOC 2 Type II and GDPR compliant. Headquartered in New York, with offices in Paris and London.
  • 49
    TechnologyOne

    TechnologyOne

    TechnologyOne

    Drive your organization forward by managing budgeting, forecasting, planning and performance in one simple tool. Answer the most critical business questions with confidence, speed and accuracy. Empower your people to uncover opportunities and stay on the pulse. Integrated by design with your TechnologyOne global SaaS ERP, gain real-time business intelligence into your organization to turn insight into action. Make everyone a data hero. Visualize, collaborate and act on real-time business information. Simplify the budgeting and forecasting process. Create and collaborate on budgets in one easy-to-use tool. Improve strategic and operational planning processes. Set, track and report on performance plans. Corporate Performance Management delivers a complete approach to managing your enterprise budgeting, performance planning, business analytics and more. Harness the power of your global SaaS ERP solution with access to real-time insight that can be easily shared with all stakeholders.
  • 50
    Zoho CRM
    Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.
    Leader badge
    4.5 out of 5 stars 125 Ratings for Zoho CRM
    Starting Price: $14.00/month/user