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What is IDL Designer?

A significant amount of time is squandered on the tedious manual collection and processing of data, which leads to a lack of sufficient time for comprehensive analysis that could support effective decision-making. Planning cycles tend to be unwieldy and ineffective, often resulting in a disconnect between departmental operational strategies and financial goals, thereby compromising accurate planning and forecasting. IDL Designer revolutionizes these planning cycles and boosts reporting and analysis precision by integrating operational planning directly into your financial performance management system. By aligning operational and financial plans, you are able to develop a unified group plan and assess it against actual outcomes to uncover and scrutinize variances, all on a single platform. This holistic approach is a key factor in IDL's status as a market leader in financial performance management solutions, enabling organizations to make rapid, informed decisions. Additionally, the capability to streamline these processes allows teams to concentrate on strategic projects instead of being overwhelmed by monotonous data management duties, ultimately leading to greater organizational efficiency and effectiveness. In this way, IDL not only enhances productivity but also drives innovation across the enterprise.

What is Graphly?

Graphly has earned the distinction of being the premier reporting platform for Infusionsoft users, a recognition conferred by the founders of Infusionsoft themselves. Tracking performance tends to lead to improvements, and when both tracking and reporting are employed, the rate of enhancement often increases dramatically. Marketing Monitor allows users to scrutinize website traffic, keep track of changing lead sources, assess funnel conversions, make necessary adjustments, refine strategies, and repeat the cycle for continuous success. The sales capabilities permit tracking the performance of individual sales representatives, forecasting revenue, and analyzing both gross and net revenue metrics. Customer service features enable the assessment of net promoter scores, order fulfillment, enhancement of retention rates, and the guarantee of customer satisfaction. The Tag Funnel feature visually represents the number of contacts linked to specific tags over a chosen period, demonstrating the quantity of tags allocated to contacts during that timeframe. Furthermore, it monitors current trends in customer lifetime value over a specified duration and predicts adjusted revenue from active opportunities based on their respective stage probabilities. The platform also offers a holistic overview of appointments, notes, and tasks for each user, promoting comparisons among team members to boost overall productivity and accountability. In summary, Graphly equips Infusionsoft users with essential insights that foster growth and efficiency throughout various business operations, ultimately enabling them to achieve their goals more effectively. By harnessing these powerful features, businesses can streamline their processes and make data-driven decisions that lead to sustained success.

Media

Media

Integrations Supported

DATEV
Keap
Microsoft Dynamics 365
SAP HANA

Integrations Supported

DATEV
Keap
Microsoft Dynamics 365
SAP HANA

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

insightsoftware

Date Founded

2000

Company Location

United States

Company Website

insightsoftware.com/idl/idl-designer/

Company Facts

Organization Name

LEAP

Date Founded

2009

Company Location

United States

Company Website

leapmade.com

Categories and Features

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

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