Our learning tools

BI resources to help you grow your business


11 KPIs for your finance dashboard

To ensure the financial health of your company, you must follow the right metrics all year around. To help you with this task, you will find in this cheat sheet 11 financial KPI to have an accurate financial picture and increase your company’s profitability.

BI & reporting for social media

In this guide we provide you with 3 Social Media overviews to help you choose the right platform for your business. You will also discover some KPIs to monitor your Social Media Content Strategy.

Machine Learning for Business Intelligence

Machine Learning is an increasing trending topic. In this paper, we provide a background of the technology and its ongoing evolution. We specifically focus on how BI software will apply Machine Learning algorithms not only with the end user data but also internally to make itself more intelligent and easier to use.

Pivot tables calculations for granular analysis

ClicData's Pivot Table is a powerful data visualization widget that allows you to reveal valuable information from datasets with millions of rows. Learn how to execute simple and advance calculations in Pivot Tables in this 4-part tutorial video series.

Orders and Inventory Tracking Dashboard

Track orders, revenue, net profit, shipping costs, average order size, product performance, time to ship and profit by region... Get the full picture of your sales and product performance with inventory and financial metrics to make sure you're fulfilling your customers' orders while maintaining your financials healthy.

ClicData for HubSpot: Better Sales & Marketing Performance Analysis

Track your revenue generation against targets, connect with other data sources and share your marketing and sales performance.

View more >loading

Success stories

grouptyre testimonial

How Grouptyre uses ClicData to track sales for their team and clients

Grouptyre is the largest independent tire wholesaler in the UK. To differentiate itself and dominate the market, Grouptyre offers a wide range of services to its customers, including data analysis and dashboards. When Grouptyre execs were looking for a low-maintenance BI tool for themselves and their customers, they chose ClicData. Find out how they now…

Learn more
Mdportals Testimonial

MDPortals Uses ClicData To Track Their Patient Documents’ Production Status

About MDPortals MDPortals collects a patient’s medical records and synthesizes them into one searchable document that can be easily reviewed by doctors prior to patient visits. MDPortals collects the medical records from all possible sources, including labs, pharmacies, specialists, hospitals, and Healthcare Information Exchange networks (HIEs). The documents are also interactive and allow doctors to…

Learn more
Essensys Testimonial Clicdata

essensys Builds Enhanced Reports With HubSpot and ClicData

Company Snapshot Industry: Technology Location: London, New York and Los Angeles Company size: 51-200 employees Year founded: 2006 What is the essensys solution? essensys provides a software and technology solution specifically designed for flexible workspace providers and office landlords looking for an efficient and automated way to run their property portfolio.  Their powerful all-in-one platform…

Learn more


How long does the free trial last?

You have 15 days to test ClicData in and out for free. If you need more time to try our data platform, just contact us.

Do you offer support?

During your trial period you get In-App chat, Email support and access to all our Help Center and FAQ.

If you upgrade to a Team plan and higher, you also get two onboarding training sessions with our product specialists.

You can also purchase ongoing support packages or project-based packages.

Is my data secure?

Your data is stored in Microsoft Azure, a leading global cloud provider with over 23 data centers around the world. All data is encrypted in-transit and at rest and removed immediately once your trial is finished. You can read more about our Privacy Policies or Security Certificates in our Trust Center.

How do I know if the connectors that I need are included in a given plan?

You can go to our detailed list of connectors and check in which plans they are available.

If you need a connector that is not available in the plan, you can purchase it as an add-on. You can contact us for a custom quote.