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Aron Vaughan, Staff Writer
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Reviewed by
Corey Noles, Editor
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What is business intelligence dashboard software?

Business Intelligence (BI) dashboard software is a data visualization tool aggregating and displaying key business metrics in real time. It is a central hub for decision-makers, transforming complex data from various sources into easily digestible visual insights. This includes charts, graphs, and other data representations, offering a clear overview of business performance. These dashboards provide actionable insights, helping users track KPIs, identify trends, and make data-driven decisions. Some BI dashboards even employ AI and machine learning for predictive analytics.

This article features some of the best business intelligence dashboard interfaces on the market, as well as what to look for when choosing a solution for your business. If you’re unfamiliar with BI software and its functions, check out our Business Intelligence Software Guide to learn the basics.

Now that you know the prerequisites for a good BI dashboard, let’s take a look at some of the vendors that not only fit the bill but also provide the best user experiences.

Our picks for the best BI dashboard software

Tableau – Best overall


  • User-friendly interface
  • Extensive data connectivity options
  • Ability to blend data from multiple sources


  • Problems working with large datasets reported
  • Additional software required for advanced data cleaning
Tableau logo.

Our Rating: 4.3/5

Tableau Pulse AI enhancements: Utilizes AI to offer predictive insights and natural language summaries, enhancing decision-making across applications​​.

Tableau Pulse metrics layer: Standardizes metric definitions across the organization, enriching them with real-world business context​​.

Metadata API and ODBC connector: Streamlines metadata management and expands data connectivity to diverse databases​.

Tableau prep conductor and nested projects: Automates data workflows and organizes content with granular access control for enhanced governance​.

Quality warnings and resource monitoring tool: Proactively address data quality issues and monitor Tableau Server performance​​.

Tableau Cloud on AWS Marketplace: Simplifies billing and increases data storage, supporting larger data analysis projects and scalability​.

  • Free trial available
  • Free version available
  • Tableau Viewer: $15/user/month
  • Tableau Explorer: $40/user/month
  • Tableau Creator: $70/user/month

As a market leader in the BI space, Tableau has much to offer businesses of every size. The company has grown substantially over the last decade, and each update offers tangible improvements to user experience, analytics, and reporting.

Tableau’s extensive data connectivity options and advanced visual analytics capabilities give it a significant edge. It allows users to blend data from multiple sources seamlessly and create complex, interactive visualizations that are not as easily achievable in other platforms like Sisense or Domo, which, while powerful, may not offer the same level of intuitiveness and flexibility in visualization.

Pricing: 4.2/5

General features and interface: 4.3/5

Core features: 5/5

Advanced features: 4.5/5

Integration and compatibility: 4.7/5

UX: 3.3/5

Tableau is a data visualization tool that transforms complex raw data into intuitive, interactive insights, empowering users across various roles to analyze, visualize, and share data-driven stories. 

Recently, Tableau has introduced Tableau Pulse, a new feature designed to seamlessly integrate intelligent, personalized insights into daily workflows, enabling users to make quick, informed decisions without requiring extensive data analysis training. Tableau Pulse, which currently supports US English, offers a reimagined data experience built on the Tableau platform, highlighting the “why” behind data trends and patterns. Enhancing mobility, Tableau Pulse is accessible on Tableau Mobile, allowing users to check metrics and dive deeper into analyses directly from their mobile devices with ease, promoting data-driven decisions on the go. 

Tableau has also expanded its cloud capabilities by launching Tableau Cloud on the AWS Marketplace. This will provide IT leaders with simplified billing and procurement processes and offer all Tableau Cloud sites 1 TB of data storage, with an increased 5 TB for customers with the Enterprise SKU and Advanced Management. These updates underscore Tableau’s commitment to making powerful data analytics more accessible and integrated into everyday business processes, reaffirming its position as an essential tool for organizations aiming to harness the power of their data.

Sisense – Best for data transformation


  • End-to-end BI solution
  • Proprietary technologies
  • Data connectivity
  • AI-powered


  • Cost
  • Limited customization
  • Learning curve for full functionality
Sisense logo.

Our Rating: 4.2/5

In-Chip™ analytics engine: Optimizes data processing and query performance, ensuring faster results when working with large datasets.

ElastiCube: Simplifies data preparation and management, allowing users to model and transform data without needing complex extract, transform, and load (ETL) processes.

Embedded analytics: Allows integration of interactive dashboards into apps and websites, enhancing user decision-making processes.

AI-powered insights: Generates automatic predictions and insights, making complex data analysis accessible to all users.

Interactive dashboards: Features customizable, real-time dashboards for in-depth data exploration and analysis.

Cloud-native architecture: Ensures scalability and flexibility, supporting deployments across cloud, on-premises, or hybrid environments.

  • Free trial available
  • $25,000+/capacity/year

Sisense differentiates itself in the BI dashboard software market with its unique In-Chip™ technology and ElastiCube feature, allowing it to rapidly process and manage large and complex datasets more efficiently than competitors like Zoho Analytics.

This capability is particularly valuable for organizations handling voluminous data. It offers a robust end-to-end BI solution that spans data integration, preparation, analysis, and visualization in a single platform. Its comprehensive approach, coupled with scalability and strong security features, makes Sisense a top choice for businesses aiming to empower their teams with actionable data insights without the need for deep technical expertise.

Pricing: 3.1/5

General features and interface: 4.3/5

Core features: 5/5

Advanced features: 4.5/5

Integration and compatibility: 4/5

UX: 3.8/5

Sisense is an end-to-end BI platform that offers a complete BI solution from data and analytics workflow to integration, visualization, and reporting. Users can connect and integrate data from various systems by supporting various data sources. Sisense’s proprietary Elasticube technology simplifies data preparation and management, allowing users to model and transform data without the need for complex ETL processes. Scalability and security are also highlights of Sisense’s BI software, as the solution is built to scale with growing businesses while providing robust security features to protect data. 

Sisense’s L2023.3 update offers two deployment options—cloud-managed service or a cloud environment of the user’s choice. With the cloud-managed service, Sisense provides an environment for the user based on specific needs. Sisense can be set up for Linux on all major cloud platforms for users with their own cloud services.

Microsoft Power BI – Best for integration with Microsoft ecosystem


  • User-friendly interface
  • Integration with Microsoft products
  • Active community and support
  • Caters to different user roles


  • Limited support for advanced analytics
  • Limited data transformation capabilities
Microsoft Power Bi logo.

Our Rating: 4.3/5

Power Query: Microsoft’s proprietary data transformation and connectivity tool imports, cleans, and reshapes data. 

Data analysis expressions: DAX is a formula language in BI for creating calculated columns, measures, and KPIs, allowing users to analyze advanced data.

Data connectivity: Power BI can connect to various data sources, including cloud-based, on-premises, Excel files, and web APIs. 

Artificial intelligence: Power BI integrates AI functionalities, enabling image recognition, text analytics, and the creation of machine learning models directly within the platform.

Hybrid deployment support: It offers built-in connectors for seamless integration with a variety of data sources, including Microsoft and third-party services.

Quick insights: Utilizes automatic analytics to explore data subsets, generating insights and identifying patterns without manual intervention.

Common data model support: Adheres to a standardized data schema that simplifies data management, analysis, and sharing across applications.

Customization and APIs: It allows for extensive customization of visuals and reports and offers APIs for embedding Power BI analytics into other applications.

  • Free trial available
  • Power BI Pro: $9.99/user/month
  • Power BI Premium: $20/user/month, or $4,995/capacity/month

Microsoft Power BI emerged as a clear choice for several reasons. Another market leader in the space, Power BI is known for its unparalleled integration abilities, extensive range of customizable visualizations, and real-time data reporting.

This, combined with its seamless compatibility with various data sources and popular Microsoft products, scalable pricing model, and widespread availability of resources, tutorials, and community support, solidifies Power BI’s position as an ideal choice for organizations of all sizes. 

Microsoft Power BI faces some challenges with its support for advanced data analytics, especially when compared to the likes of Tableau or Looker, which offer more sophisticated analytical tools and functionalities. Tableau, for instance, excels with its deeper analytical capabilities and more extensive support for complex data modeling, making it a preferable choice for users needing advanced data insights. Looker’s strength lies in its powerful data modeling language, LookML, which allows for intricate data relationships and metrics that can go beyond the scope of Power BI’s capabilities.

However, Power BI secures its wins through its seamless integration with the Microsoft ecosystem, such as Office 365 and Azure. This integration provides a familiar and cohesive environment for users already entrenched in Microsoft products. This integration significantly enhances productivity and ease of use, making Power BI the go-to option for organizations heavily utilizing Microsoft services.

Pricing: 4.4/5

General features and interface: 4.5/5

Core features: 4.6/5

Advanced features: 3.8/5

Integration and compatibility: 4.4/5

UX: 3.8/5

Microsoft’s flagship BI software is a collection of software services, apps, and connectors that work together to turn unrelated sources of data into coherent, visually immersive, and interactive insights.

Power BI has the advantage of integrating with the Microsoft ecosystem, seamlessly drawing data from products and services such as Office 365, SharePoint, Azure, and other Microsoft apps.

The dashboard is clean, easy to navigate, and offers a variety of ways to organize, categorize, and drill down data into understandable visualizations. For example, users can access an overview of their sales analysis and then explore by year, quarter, product category, or geolocation as needed.

Powerful data transformation and modeling tools such as Power Query and Data Analysis Expressions (DAX) also help Power BI stand out from the competition.

As expected from a name like Microsoft, ease of use is one of the major selling points of the software, incorporating a drag-and-drop interface that makes it easy for users to create visualizations, reports, and dashboards. After all, what is the point of purchasing a software solution no one knows how to use?

Domo – Best for enterprises


  • User-friendly interface
  • Prebuilt app ecosystem
  • Highly customizable


  • Cost
  • Learning curve for full functionality
  • Limited data transformation
Domo logo.

Our Rating: 4.2/5

Data integration: Domo offers extensive data integration capabilities, enabling users to connect and combine data from over 1,000 sources, including cloud services, databases, and spreadsheets.

Real-time dashboards: Provides dynamic, real-time dashboards that allow users to monitor key performance indicators (KPIs) and other important metrics, enabling immediate insights and decision-making.

Collaboration tools: Domo, equipped with built-in collaboration features, facilitates seamless communication and the sharing of insights within the platform.

Mobile optimization: Dashboards and reports are accessible and fully functional on mobile devices.

Customizable visualizations: Features a wide range of customizable visualization tools, including charts, graphs, and dashboards tailored to their specific analysis needs.

Security and governance: Data protection measures, compliance standards, and controlled access.

  • Free trial available
  • Standard: $83/user/month
  • Professional: $160/user/month
  • Enterprise: $190/user/month

Domo earns a spot as a frontrunner due to its impressive flexibility, analytics, and collaboration features. The platform stands out in the BI landscape for its intuitive drag-and-drop interface, which allows users of all technical levels to create customized, interactive dashboards. Its vast library of over 1,000 data connectors integrates with virtually any data source, streamlining the data collection process. 

With a range of pricing plans catering to businesses of all sizes, Domo is a formidable contender for businesses seeking a dynamic, user-friendly BI dashboard solution. 

Domo does present a steeper learning curve compared to more user-friendly interfaces like Tableau or Microsoft Power BI, which offer extensive resources, tutorials, and communities that support new users in navigating the platforms. Tableau, in particular, is lauded for its intuitive design and extensive educational materials, making it easier for beginners to grasp the nuances of complex data visualization.

However, Domo more than redeems itself with its unmatched ability to cater to enterprise-level data analytics needs with its highly customizable dashboards, extensive prebuilt app ecosystem, and superior collaboration tools. This makes Domo a powerful choice for larger organizations with the resources to climb the learning curve. Despite the initial investment in learning, Domo’s comprehensive analytics solutions offer significant long-term benefits for data-driven companies.

Pricing: 3.1/5

General features and interface: 4.1/5

Core features: 5/5

Advanced features: 4.5/5

Integration and compatibility: 4.7/5

UX: 3.8/5

Domo’s dashboard interface is visually appealing, easy to navigate, and includes drag-and-drop features that are intuitive to inexperienced BI software users. Its robust collaboration features, mobile support, and built-in app ecosystem make it a popular choice for businesses with distributed teams or those looking for a comprehensive solution that goes beyond traditional data visualization. 

Domo’s scalability and flexibility make it an ideal platform for both small businesses and enterprises. The platform’s extensive library of prebuilt connectors also allows for integration with various data sources, making it a versatile solution for organizations across many industries.

Zoho Analytics – Best for small businesses


  • User-friendly interface
  • Report sharing and team collaboration
  • Augmented analytics with AI


  • Dependency on Zoho ecosystem
  • Limited customization for visuals
  • Limited advanced analytics
Zoho Analytics logo.

Our Rating: 4/5

AI-powered data preparation and cleansing: Zoho Analytics enhances data integration, modeling, cleaning, preparation, enrichment, and organization through its AI-driven feature, Zoho DataPrep​ (GetApp)​.

Affordability and no upfront cost: It operates on a subscription model with no initial licensing fees, differentiating itself from traditional on-premises BI tools that often require significant upfront investment​.

Ease of use and setup: Known for its user-friendly, spreadsheet-like interface and drag-and-drop functionality, Zoho Analytics simplifies the report-building process, making it accessible even for those with minimal IT skills​​.

Accessibility and collaboration: This platform is accessible from anywhere via a browser and internet connection. It features inbuilt sharing, collaboration, and publishing capabilities with fine-grained access control permissions​.

Centralized data maintenance and data blending: Zoho Analytics consolidates data from disparate systems into a single data store, facilitating the creation of comprehensive reports across multiple data tables​.

Zia Insights and advanced alerting: The Premium and Enterprise plans introduce advanced features such as Zia Insights for deeper analytical capabilities and up to 100 active data alerts for timely business insights​.

  • Free trial available
  • Basic: $24/two users/month
  • Standard: $48/five users/month
  • Premium: $115/15 users/month
  • Enterprise: $455/50 users/month

In our quest to find the best BI dashboard software on the market, Zoho Analytics emerged as a top contender due to its comprehensive features, ease of use, and cost-effective pricing. 

Another prominent player in the space, Zoho offers AI-driven analytics tools and impressive data blending capabilities that cater to the needs of many different organizations. The platform’s compatibility with numerous data sources and seamless integration with other Zoho applications make it an attractive choice for businesses looking for a unified ecosystem. 

While celebrated for its affordability and AI-driven insights, it encounters limitations in its data visualization customization options. Competitors like Tableau and Microsoft Power BI gain an edge here, offering extensive libraries of visual formats and the flexibility to tailor dashboards to meet the specific aesthetic and analytical needs of businesses. 

However, Zoho Analytics has a natural edge over competitors due to its integration within the Zoho ecosystem, providing a comprehensive suite of business tools that cater particularly well to small and medium-sized enterprises (SMEs). Its augmented analytics with AI make it an accessible entry point for businesses with limited IT resources, offering significant value through ease of use and setup. Finally, its aggressive pricing structure makes it a highly attractive option for cost-conscious businesses, ensuring that even smaller players can leverage the power of BI. 

Pricing: 3.8/5

General features and interface: 3.6/5

Core features: 4.2/5

Advanced features: 4.3/5

Integration and compatibility: 4.1/5

UX: 3.5/5

For 2023, Zoho Analytics has added a litany of new features. Most enhance user experience, but some improve performance on the already considerably powerful platform. 

Enhanced charts with new interactive options allow users to plot large data to get a clearer, more holistic view of peaks and troughs in data. 

Image support for KPI widgets enhances the dashboard experience and helps viewers grasp information more quickly. The dashboard’s preset user filter allows users to define preset filters by combining user filters, eliminating the need to click and select values from multiple users’ filters. 

In addition to these updates, several other features have been added to the desktop and mobile app, fine-tuning user experience and improving overall performance and insights.

Looker by Google – Best cloud-based BI dashboard


  • Powerful data modeling
  • Scalable to handle large datasets
  • Highly customizable


  • Cost
  • Mixed customer support reviews
  • Limited data security due to being cloud-hosted
Looker logo.

Our Rating: 4.2/5

BigQuery integration: Enables real-time analytics with direct integration into Google BigQuery for fast SQL queries on large datasets.

LookML: A modeling language for defining data relationships and metrics directly in the database for consistent data models.

Data actions: Allows dashboard actions to trigger workflows in third-party apps like Salesforce or Marketo.

Embedded analytics: Supports integration of data visualizations and reports into external websites, applications, or products.

Multicloud functionality: Connects and analyzes data across different cloud platforms, offering data management flexibility.

Developer tools: Provides Blocks and Branching for streamlined analytics solution development and deployment.

Free version available

Custom quotes

During our meticulous evaluation of the leading BI dashboard software options, Looker distinguished itself as a top choice due to its powerful data modeling capabilities, extensive customization options, and integration features. 

As an innovative player in the BI arena, Looker offers a unique approach by allowing users to create reusable data models with its easy-to-learn LookML language, ensuring consistency and accuracy across the organization. It also has many interactive visualizations that empower users to create tailor-made dashboards that address specific business needs. In addition, Looker’s scalable pricing plans make it an exceptional choice for businesses focused on elevating their BI dashboard experience. 

Unlike Tableau and Power BI, which excel in data visualization and compatibility with various data sources, Looker’s unique LookML language allows for more precise, reusable data definitions across an organization, ensuring consistency and accuracy in reporting. While Domo and Sisense are known for their user-friendly interfaces and extensive data connectors, Looker’s multi-cloud functionality and developer-friendly tools provide a better solution for businesses focused on customizing their analytics experience and leveraging cloud-based data management. 

Pricing: 3.3/5

General features and interface: 3.8/5

Core features: 5/5

Advanced features: 4/5

Integration and compatibility: 4.7/5

UX: 3.8/5

Looker is a cloud-based BI platform built on top of a powerful data modeling layer. Focusing on the “single source of truth” model, Looker’s dashboard combines information from multiple sources to give businesses an accurate reading of various metrics. 

Looker stands out for its unique approach to data modeling, which allows users to define complex information and create reusable data models that can be leveraged throughout the platform. This approach streamlines data exploration and analysis so users can be confident about the data displayed on the dashboard. 

There are several highlights and upgrades associated with the platform’s recent 23.4 release:

Looker Studio Connector and Connected Sheets are now available for all Looker-hosted instances, which means users can access and analyze Looker-modeled data in Connected Sheets and Looker Studio through the connectors, opening up new enterprise use cases.

The Performant Field Picker Labs feature also offers more refined search options, which let users more quickly and efficiently search for fields in large Explore field pickers.

As the BI arm of Google’s suite of products, Looker has a high standard to live up to—and it largely achieves its goal of being a worthy addition to the tech megalith’s software options.

Salesforce Data Cloud: Best for CRM integration


  • Integrated data environment
  • Advanced analytics and AI
  • Extensive customization and integration
  • Highly scalable


  • Dependence on Salesforce ecosystem
  • Not a full-service BI tool
Salesforce logo.

Our Rating: 4.5/5

Unified customer profiles: Salesforce Data Cloud creates comprehensive customer profiles by integrating data from diverse sources into a singular view.

Real-time data processing: It processes and analyzes data in real-time, enabling immediate insights and actions.

Advanced analytics and AI with Einstein AI: The platform leverages Einstein AI for predictive analytics and machine learning, enhancing decision-making.

Extensive data integration and connectivity: Data Cloud seamlessly connects with various Salesforce and external systems, breaking down data silos.

Strong data security and governance: It offers strong security features and governance tools to ensure data compliance and protection.Customization and scalability: Salesforce Data Cloud is highly customizable and scalable, adapting to businesses’ evolving data needs.

Data Cloud is a free add-on with several Salesforce plans. However, there are several factors to keep in mind:

  1. Different editions may offer varying levels of functionality, with prices increasing as more features and higher capacities are included.
  2. Some aspects of Data Cloud are priced based on the volume of data stored or the number of operations performed, such as data queries or API calls.
  3. Additional costs for specific features like advanced AI capabilities, additional security options, or premium support services.

The crux of Salesforce Data Cloud’s value is its CRM-driven insights. Traditional dashboard tools like Tableau and Zoho Analytics are known for their strong visual data representation and intuitive interfaces, but Salesforce Data Cloud distinguishes itself by integrating CRM-driven insights with the ability to manage and analyze customer data across multiple touchpoints in real-time. 

The incorporation of Einstein AI into Salesforce Data Cloud facilitates predictive analytics and machine learning right within the dashboard environment, delivering visualized data as well as actionable insights deeply integrated into customer relationship management.

The platform’s connectivity options are also noteworthy. While integrating flawlessly with Salesforce’s ecosystem, it also connects with a wide array of external databases and applications, bolstering its role as a centralized platform for accessing and interpreting enterprise data across different systems. This extensive integration capability makes it especially beneficial for organizations that need to handle complex datasets and seek a platform that does more than just display data—it also interprets and integrates it across various business functions.

Pricing: 4/5

General features and interface: 4.5/5

Core features: 4.7/5

Advanced features: 4.4/5

Integration and compatibility: 4.3/5UX: 3.8/5

Initially rooted in Salesforce’s various iterations of customer and data platforms, Data Cloud has grown into a comprehensive solution that integrates data across multiple Salesforce clouds and external sources.

Salesforce Data Cloud’s journey began as part of Salesforce’s broader Customer 360 strategy, which aimed to provide a unified customer view by integrating data across Salesforce’s suite of services. Over the years, Salesforce refined and rebranded its data capabilities, transitioning from earlier versions like Salesforce Customer 360 Data Manager to more sophisticated offerings. Salesforce Genie, announced in 2022, marked a pivotal development, laying the groundwork for what would become the Data Cloud. 

At a high level, the platform helps companies create comprehensive customer profiles by aggregating diverse data sources into a single view, facilitating personalized customer interactions and more effective data-driven strategies.

Over the last year, its AI capabilities have been bolstered through deeper integration with Einstein AI, improving predictive analytics, and automated insights. The updates also include advancements in real-time data synchronization to ensure that customer information is consistently updated across all platforms. Additionally, Salesforce has increased the platform’s connectivity options, enabling better integration with external data systems such as Google BigQuery and Amazon AWS.

Find your new BI dashboard software

Critical elements of an effective dashboard

In the simplest terms, a good dashboard answers the question: How is my business (or a particular segment of my business) doing right now?

In addition to providing concise and intuitive display mechanisms, each BI interface detailed below provides the following critical elements of effective dashboards:

  • Simplicity: Less is more. Choose metrics that matter.
  • Clear key performance indicators (KPIs)
  • Analytics: Businesses need high-level insights and the ability to analyze further.
  • User customization: Not every person needs to see the same data.
  • Maintainable, open architecture
  • Real-time data: If you can’t tell how your business is doing right now, you’re looking at a report, not a dashboard.

Data as a business opportunity

When you hear the phrase “dashboard software,” what’s the first thing that comes to mind? If your answer involves analytics, data visualization, drill-downs, or KPIs, then you’re likely part of the growing number of people who see data as a business opportunity.

According to a RationalStat market report, the global business intelligence platform market is anticipated to grow considerably and reach a value of $45.2 billion by 2030. As the industry continues to grow, so does the push for design-focused, user-friendly dashboards that communicate the most important information and metrics clearly.

However, as vendors attempt to gain a competitive edge through their interfaces, it can be difficult to tell the bells and whistles from the necessities. 

ALSO READ: Looker vs. Tableau: An In-Depth Data Analysis Showdown 2023

Real time is saved time

In an ever-changing marketplace, businesses must use analytics to build smarter strategies and maximize ROI. 

The power of a good dashboard is invaluable. When done well, BI dashboards showcase the fundamental drivers of your business. While it’s true that not all BI solutions are great to look at, many vendors across the board are noticing the importance of a well-designed interface. Companies need to be able to see, understand, share, and act on their data quickly, making well-designed business intelligence software essential.

Looking for the latest in dashboard software? Check out our Dashboard Software Buyer’s Guide.

Choosing the best BI dashboard software

BI dashboard software offers unparalleled insights into data through real-time analytics, predictive modeling, and interactive visualizations. Catering to a wide range of users—from top executives seeking a bird’s-eye view of company performance, to data analysts delving into the nitty-gritty of datasets, to marketing teams aiming to predict the next big trend—BI dashboards streamline complex data analysis, making it accessible and actionable. 

The ability to customize dashboards to specific business needs and integrate data from various sources further enhances their utility, facilitating informed decision-making across all levels of an organization.

Aron Vaughan Avatar

About the author

At TechnologyAdvice, we assess a wide range of factors before selecting our top choices for a given category. To make our selections, we rely on our extensive research, product information, vendor websites, competitor research and first-hand experience. We then consider what makes a solution best for customer-specific needs. 

By defining business needs, we can determine the essential features organizations in various sectors require, and select platforms that will cover all bases. Reputable providers known for their ease of use and customer satisfaction are added to our compilation list for further analysis. We then evaluate each solution on the list based on the features they offer, considering the platform’s usability, integration capabilities, customization options, mobile access, and any other relevant functionalities. 

Price plans, hidden fees, customer reviews, and customer support are also assessed in the selection process. TechnologyAdvice writers will often take advantage of free trials and demos to get a first-hand user experience of available software. Finally, we curate a comprehensive list based on the previously stated factors, ensuring readers have the necessary tools to make an informed decision.

We rely on an internal algorithm to calculate star ratings, which are based on many factors.  

My research focused on your top-of-mind concerns like price, core features, user experience, and security. Each category also includes my expert score, which contributes to its overall score.

​​As the market changes, we reevaluate our choices so you always receive the best insight for your purchasing decision.

User reviews from third-party software platforms like Capterra and G2 accounted for a small portion of the software’s overall score. I focused on software that received at least 3.5 out of 5 stars on these sites. Because users have real-world experience with each platform, they played a significant role in narrowing down my list of top products to compare.


Software with transparent pricing, discounts, free trials, and free plans received the highest scores. I also considered each platform’s “value for money,” which determines whether the number of features in each price tier or module is competitive with other vendors in the space.

Platform and interface: 

How easy is the platform to use? Will it be able to grow with me? What is the customer service like? And will employees’ data be safe? This category covers the intrinsic features of most software platforms and vendors, including how well they will integrate with your current tech stack. 

Core and advanced features: 

Crucial capabilities, including data visualization, self-service analytics, predictive analytics, and more constitute one of the sections of our scoring rubric. More advanced tools such as AI analytics and chatbots, embedded analytics, and forecasting capabilities are also analyzed and scored.

TechnologyAdvice is able to offer our services for free because some vendors may pay us for web traffic or other sales opportunities. Our mission is to help technology buyers make better purchasing decisions, so we provide you with information for all vendors — even those that don't pay us.
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