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Blog How To Make Simple Financial Reports

How To Make A Simple Financial Report

Financial reporting does not have to be a painful process! In most companies, even the most basic financial KPIs can be quite difficult not only to create but also to maintain in order to ensure that everyone is working with the most updated numbers. In other cases, these 2 steps actually work well and it’s…

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Data Management Agile Organization

How to Manage Data Within an Agile Organization

Good data governance makes quality information timely available throughout the lifecycle of the organization. This should include aspects of availability, usability, consistency, data integrity, and data security. Governance should, however, adapt data processes to the needs of the parent agile organization. That said, effective data management does not exist outside the rest of the IT…

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Difference Bi Dataviz Data Analytics

What Are BI, Data Visualization & Data Analytics?

A few decades ago, the term “business intelligence” emerged as an umbrella term—much like “big data,” “web 2.0,” and “artificial intelligence”—to represent a set of technologies and processes that together provide business metrics for business users. Typical business intelligence (BI) implementations require the creation of a data warehouse—a placeholder for the business’ key data tables,…

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Build Powerful Traffic Dashboards In 4 Steps

Google Analytics world 1st used tool to track website traffic and conversions mostly because it’s free and very thorough. You can find a LOT of information, maybe too much. It takes a little bit of practice and time to familiarize yourself with Google Analytics interface. If you want to go deep into your traffic analysis,…

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Key Insights From Accounting Platforms

Key Insights Your Accounting Platform Gives You

Small business owners need real data in order to make the smartest decisions. Passionate ideas and creative strategies are great, but without numerical insights to guide decision-making, you could end up closing your doors and not knowing why. Accounting gets quite a dull rap in the business world, but it’s more than just bean counting.…

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Automate Customer Onboarding Process

Automate & Optimize Your User Onboarding Process

Automating your processes(1) can help drive down costs, boost success rate, and increase the efficiency of the workflows in your business. In this post, I’ll break down every step along the way to setting up an integration between Process Street and ClicData, using the client onboarding process as an example. The goal is to set…

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top-14-marketing-kpis

Master Social Media in 2019 with Online Dashboards

Social media is continuing to play a greater and greater role in the purchasing decisions we make. Numerous studies demonstrate the increased integration of social media engagement with buyer decision-making. Social media influences sales more than ever Collective Bias conducted a survey among 14,000 respondents in US and indicated that as much as 70% of…

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Stunning Marketing Dashboards

How To Create Stunning Marketing Dashboards in 3 Steps

We are all past the fact that marketing data analytics and reporting is absolutely vital to monitor the performance of your activities. But does it have to a REAL pain every time someone asks for a report? Of course not. Measuring the results of your marketing efforts should be easy, agile and to the point.…

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Keys to Become a Successful Customer Success Manager

Their job is to provide customers with the best possible experience with the company’s product or service, ultimately leading to improved customer retention, loyalty, and growth. The role has become more vital than ever. One recent study, based on data from LinkedIn, found that approximately a full one third of jobs for Customer Success Manager…

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What's Our Secret Sauce?

We have 7! 100% Cloud You may hear our competitors spend their customer’s money on advertising that they are cloud only to find out that your are about to install a 120 MB file on your Windows machine that you had to buy or install Bootcamp because Macbook Pro’s don’t run Windows apps. Think I…

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blog_problem-with-manifestos

The Problem With Company Manifestos

I have personally experienced growth in smaller companies where going past 5/6 employees was a challenge, again at 12 and again at 20 and 50. I imagine that there are certain “saturation” points where the mechanics of a company is not right for a certain number of people to work together. The Challenges of Growth…

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the-right-time-for-startups-to-take-the-bi-plunge-clicdata

When’s the Right Time for Startups to Take the BI Plunge?

It’s estimated that up to 50 million companies around the world use Google Analytics to help them grow their businesses. It’s a no-brainer why that’s so: Google Analytics is a free web analytics tool that helps businesses of all sizes begin to capture their website traffic data, measure the effectiveness of online campaigns, and learn…

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5 Questions Before Building Dashboards

Five Questions to Start Building Awesome Dashboards

BI digital dashboards are user interfaces that graphically depict the metrics of your organization’s performance, both currently and historically. They can be specialized and customized to provide information specific to certain departments—like sales, accounting, HR, or IT. Or, they can be more encompassing, providing your high-level executives with quick overviews of performance metrics from throughout…

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why-small-businesses-need-business-intelligence-tools

BI for Small Business: Getting Your Data to Work for You

For decades now, business intelligence—the strategies and technologies that organizations use to analyze and understand their data—has long been considered the domain of big business. While the technological advances of BI tools have allowed large organizations to leap forward in profitability and market responsiveness, most smaller organizations have sat by, often assuming that BI solutions…

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