5 Best SaaS Dashboard Reporting Tools
Table of Contents
Data is a non-negotiable part of business. Whether you are in the marketing team and want to track and show the marketing performance to your CEO or you are the CEO trying to pitch investors, data is key. To keep all your data in one place, gain valuable insights, and present your data effectively, you need the right dashboard reporting tool.
It is important to know that there are a myriad of dashboard reporting software out there for SAAS businesses, but not all of them are a good fit for helping you achieve your business goals. There are a host of metrics to track as a SAAS business, but knowing what to track and having the tool that gives you a robust insight into what to track is the first step in maximizing data for your business.
The right SAAS dashboard reporting tool is like a map; it shows you directions and pointers to track your business performance and help you make decisions. However, finding the perfect reporting tool can sometimes feel like finding a needle in a haystack.
If you are looking for the right reporting tool for your business and want a comprehensive review of the best SAAS tool, you are in the right place. This review will give you a comprehensive and unbiased review of the top five tools to help you make the right choice for your business.
What are Dashboard Reporting Tools?
Dashboard reporting tools help you gather all your data in one place and organize and visualize it for effective analysis and insight discovery. Most dashboard reporting tools update in real-time, allowing you to notice any change in your performance quickly and address issues on time. Even if you are not a data expert, reporting tools help you manage your data effectively and get the most insights from it.
Younium
If you are a business that operates on a subscription-based model and you are looking for a dashboard reporting tool to monitor your financial reports and stay abreast of critical metrics such as MRR, churn rate, cashflow, CAC, etc, Younium is the go-to tool for you.
Younium is tailored for subscription-based businesses and helps you manage your business subscription activities, such as invoicing/billing, and monitor essential business metrics. They started in 2018 with the goal of fixing some commonly encountered problems with subscription-based businesses, such as timely and accurate reporting for subscription data insights through its dashboard reporting feature.
Key Features of Younium
Subscription Management
With Younium, a subscription management tool, you can manage all your subscriptions and recurring billings in one place, whether you operate on a flat, quantity, tiered, or volume price model.
Younium is an excellent tool for managing subscriptions, sales, and invoicing. It is very user-friendly and has great integrations with both our CRM system (Microsoft Dynamics) and our accounting system (PE Accounting).
Michael F. - User of Younium
Financials and Payments
A subscription-based business needs to keep track of its revenue in one system. Younium helps you manage your financials and ensure smooth financial operations by automating recurring billings and effortless payments for your subscribers by sending them automated invoice reminders. Regarding financials, Younium is also under ASC 606 and IFRS 15 compliance.
As a US company, our number one consideration when looking for a subscription management solution was that it can easily handle ASC606 without added complexities imposed by our CRM?’ And to our surprise, Younium not only streamlined our Q2C process but its UI/UX is much cleaner and easier to use than rival platforms. With Younium, the entire Q2C process is managed through Younium and integrated with key ancillary systems (Salesforce, QBO, TaxJar, etc.), creating a single source of truth and enabling transparency across the company.
Avery W. - Director of Finance Operations
Metrics and Reporting
With this feature, Younium gives insights into how your business is faring. On the dashboard, you access metrics such as MRR/ARR, churn rate, retention rate, CAC, and cash flow. You can also create custom reports and modify your dashboard to suit your needs.
Pros of Younium
- An all-in-one dashboard reporting software for subscription-based businesses: From managing finances to dashboard reports, Younium provides the features you need to effectively manage your subscription-based business from one tool, saving you money you would have spent subscribing to multiple tools.
- Intelligent analysis of reports that matter: If you are worried about being encumbered with too much data, Younium provides you with only the essential data you need for your business’s month-to-month running on the dashboard. However, if you need more insights, you can create custom reports that suit your needs.
- Integration and Customization: Younium integrates with multiple tools that make your processes easy and effective. It also allows for extensive dashboard customization to tailor a dashboard to your specific needs.
- Customer support: Younium customer support goes the extra mile to attend to your needs and inquiries whenever you have one. Avery F., the chief financial officer and a verified user, also had this to say about Younium’s customer service.
Younium’s best-kept secret is its support and innovation. Not only is the team prompt in answering questions, but they also partner with us to meet our needs and recommend best practices.
Cons of Younium
- Learning curve: As with other tools, navigating your way around effectively takes some time, but the effort is worth it when you go through the learning curve. The responsive customer support is also there to help and answer all your questions.
Why Younium stands out: Younium stands out in the market because it is tailored for subscription-based businesses and contains all the features you need to manage your business without having to subscribe to multiple tools. Book a demo here with Younium to see the different features live.
Userpilot
Userpilot is an excellent tool to consider if you are looking for a tool to help you with data about your product. The Userpilot dashboard reports how users interact with your product and how to increase product adoption and user retention. For instance, if you are getting a high churn rate and want to identify where users drop off, Userpilot dashboards can provide insight into which factor is causing the churn. Let’s take a quick look at some significant features of Userpilot.
Key Features of Userpilot
- Trend Analysis: With Userpilot, you can analyze trends among your users. For instance, you can find out which of your product features is most used by your users and which is the least used, and you can make quality data-driven decisions based on trends observed.
- Funnel Analysis: With the funnel analysis feature in Userpilot, you can get insights into friction points that hinder user retention. With such insights, you can develop strategies that address that friction point head-on and increase your user retention rate.
- Path Analysis: The path analysis feature allows you to gain insights into your customer’s journey and see how many users complete each step and how many drop off at each step.
Pros & Cons of Usepilot
- Ease of Use: Userpilot dashboard is relatively easy to figure out even if you are not a data expert.
- Extensive data visualization: The Userpilot dashboard provides robust, relevant insight for increased product adoption and user retention. It is a literal compass that will guide you in making the right decisions.
- Custom Dashboards: Userpilot also allows you to create a custom dashboard tailored to your needs.
- Price is on the high side: There is no freemium with Userpilot and the least plan costs $299 per month (paid monthly) or $249 per month (paid annually). This can be quite a lot for companies just starting.
- Not enough integrations: Userpilot can improve with the integration of more tools. As more features are being added, hopefully, this will be worked on
Why Userpilot Stands Out: Like Younium, Userpilot is an all-in-one analytics dashboard tool best suited for product teams. Its unique features help increase product adoption and user retention.
Databox
Databox is dashboard reporting software founded in 2012 to help users centralize their data and make better decisions with better insights. It allows you to gather data from different sources and apps in a central place, visualize it, gain insights, and make informed decisions.
Key Features of Databox
- Flexible Visualization: Databox gives room for different types of visualization models. You can present your data in a graph, pie chart, or visualization model.
- Custom dashboards: You can customize your dashboard to your taste on Databox. You can add your logos and have your dashboards in your brand colors.
- AI-Powered Summary: Databox AI-powered summary gives you feedback based on your performance over time. In addition to the summary, it suggests ways to improve your metrics.
- Extensive Integrations: Databox has almost all the integrations you need, enabling you to pull data from virtually any source. If you need an integration that is not available, you can easily get across to customer support for custom integration.
- Affordable Price: Compared to several other dashboard reporting tools, Databox is quite affordable, with the starter plan starting at $72 per month and the most extensive plan for bigger companies pegged at $231 per month
- Availability on multiple platforms: Databox is available on different platforms, such as desktop, mobile, TV, and even an Apple watch, so you can easily access your dashboards anywhere.
- Takes Time to Master: It can take some time for you to master the tool and know your way around it if you are new to it, but when you master it, it will be worth it.
- Takes Time to Setup: Setting up a tool is one thing; mastering it is another, but both take time with Databox. To get the best from the tool, you need a bit of patience to set it up and master it.
- Slow response from customer support: Sometimes, the response from the customer support team may be slow. This also depends on how urgent you need your response
Why Databox Stands Out: If you are looking for a general dashboard reporting tool, Databox is a good one. Its numerous integrations and availability on multiple platforms also make it stand out.
Tableau
Tableau is a data visualization software created in 2003 and was acquired by Salesforce in 2019. It is a dashboard reporting tool that allows you to centralize your data in one place and visualize it for data-driven decisions.
Key Features of Tableau
- Visualization: Tableau has a wide range of visualization features you can explore to present your data story in a way that narrates it the most. Also, because it is a business intelligence tool, it is very efficient in visualizing your data to pass your message along to stakeholders easily. Different advanced visualization models, such as Gantt charts, histograms, motion charts, etc., are available on the tool.
- Fool-proof Security System: Tableau implements a fool-proof security system through authentication and permission models. With these systems in place, you can rest assured your data is safe.
- Collaboration With Other Users: Tableau allows you to publish a dashboard and collaborate with other users
- Ease of Use: The drag-and-drop functionality of the tool makes it relatively easy to use
- Dashboard Updates in Real-time: When you integrate your data source on Tableau, any change that happens with your data updates automatically on Tableau, giving you insights into the latest updates.
- Mobile Access: You can access your Tableau dashboards on mobile, which allows you to access your data from anywhere.
- IT Involvement: To get the best out of Tableau, you might need the help of your IT professional, such as a data analyst, to put you through some of the features
- Steep Learning curve: It may take a while to get the hang of the tool
What makes Tableau Stand Out: Tableau stands out because of its extensive visualization features. It allows you to present your data clearly to stakeholders.
Whatagraph
Whatagraph is an analytics dashboard tool for marketing teams. It allows you to gather all your marketing data in one place, visualize it, and make sense of it.
Key Features of Whatagraph
- Automatic Data update: Whatagraph automatically pulls data from your integrations and updates itself, allowing you to be abreast of the latest developments and changes
- Availability of ready-to-use template: When it comes to report creation, Whatagraph provides ready-to-use templates to make your reporting smooth and fast
- Easy dashboard customization: Whatagraph allows you to easily customize your dashboard to your tastes and preferences.
- Ease of Use: Whatagraph is relatively easy to use compared to other dashboard reporting tools that take some time to learn. Its automatic integration and easy customizability also make it easier to operate.
- Automated Reporting: One of Whatagraph’s pros is its automated reporting. It automatically gathers all your marketing data into one place and generates the report, saving you time and effort.
- Great Visualization and User Interface: Whatagraph presents your data using a clear visualization method and a clean user interface. This makes it easy to present to non-marketing stakeholders.
- Pricing: Whatagraph pricing is a bit on the high side, especially for startup marketing teams. Here is what Shweta, a verified user of Whatagraph, had to say about the price.
- Limited Integrations: While Whatagraph integrates fairly with marketing tools, users have expressed the desire for more apps to be integrated into the platform
Why Whatagraph Stands Out: Whatagraph stands out in its specialization for marketing teams. Its integrations and great visualization also make it stand out.
How do I choose the best dashboard reporting tool?
Here are the key factors to consider when choosing the best dashboard software:
- Ease of use: Ease of use is one essential factor when choosing a dashboard reporting tool for easy onboarding and subsequent operations. Consider a tool that does not require involving the IT department before you can operate it.
- Extensive integrations: Dashboard reporting is about pulling data from different sources and visualizing them. When choosing a dashboard reporting tool, pick one that effortlessly integrates with many platforms for easy data gathering.
- Excellent customer service: Picking a tool with excellent customer service will put your mind at rest, as you will know the support team will promptly attend to any glitches.
- Business Needs: Your business needs are one of the significant determinants of the choice of dashboard reporting tools, as some are tailored to meet specific needs. For instance, Younium is tailored for subscription management, and Userpilot is tailored for product adoption and user retention.
- Customization: Ease of customization is a significant factor to look out for when choosing a dashboard reporting tool, as you would like to customize your dashboard to your taste to meet your specific needs
- Budget: Your budget is another factor in choosing the best dashboard reporting tools. Depending on your budget, you can determine if a tool is too expensive or is a perfect fit.
How Important is customization in dashboard reporting?
Easy customization is one of the key features to watch out for when choosing a dashboard reporting tool because it allows you to tailor the tool to your specific needs. You can add boards to measure specific metrics and make data-driven decisions. In addition, customization allows you to change board colors, insert your logo, and make it appealing to stakeholders in a presentation.
Conclusion
Looking at the above factors can help you narrow your options. You can also request a demo to see the product live in action to make your decision-making smoother. It is also important to note that even though these are all dashboard reporting tools, they are tailored to meet different needs. Looking at your data visualization, reporting needs, and surrounding factors can help you pick the perfect fit.