--- title: "Easy Insight Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Easy Insight Software - reviews, pricing plans, popular comparisons to other Dashboard products and more." source_url: "https://www.capterra.com/p/164600/Easy-Insight/" page_type: "product" language: "en" --- # Easy Insight Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Easy Insight ## What is Easy Insight? Easy insight helps you visualize your business's data through beautiful dashboards. Connect to a wide range of SaaS services and get immediate results. Create custom reports and dashboards with easy drag and drop. Clean dirty data right from your reports to ensure accurate information. Combine your different connections into a dashboard with a single view of your business. Create, update, integrate, and delete data right from reports. ## What is Easy Insight used for? [Business Intelligence](https://www.capterra.com/business-intelligence-software/)[Dashboard](https://www.capterra.com/dashboard-software/)[Reporting](https://www.capterra.com/reporting-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Other, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Easy Insight?[Manage this product listing](https://www.g2.com/products/easy-insight/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Easy Insight 4.8 (14) VS. [4.5 (286)](https://www.capterra.com/p/169053/Looker/reviews/) Starting Price $29 Other, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (10) Ease Of Use 4.3 (1,872) Value For Money 4.9 (10) Value For Money 4.4 (1,275) Customer Service 4.8 (10) Customer Service 4.5 (1,210) ## Easy Insight alternatives [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) [4.6 (1,893)](https://www.capterra.com/p/176586/Power-BI/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176586/Power-BI/) Highest Rated [ImportYeti](https://www.capterra.com/p/10006176/ImportYeti/) [4.9 (215)](https://www.capterra.com/p/10006176/ImportYeti/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10006176/ImportYeti/) [Tableau](https://www.capterra.com/p/208764/Tableau/) [4.6 (2,362)](https://www.capterra.com/p/208764/Tableau/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/208764/Tableau/) [Google Data Studio](https://www.capterra.com/p/190616/Data-Studio/) [4.5 (338)](https://www.capterra.com/p/190616/Data-Studio/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190616/Data-Studio/) [View all alternatives](https://www.capterra.com/p/164600/Easy-Insight/alternatives/) ## FAQs about Easy Insight Overview ### Which roles and teams benefit most from Easy Insight? Easy Insight is most used by consultants, business analysts, and technical specialists who need to combine data sources into client-ready reports and dashboards. Marketing, account, and business development leaders use it to track performance, while founders, finance managers, and digital operations leaders rely on it for visibility, forecasting, and decision support. Answer based on 13 reviews Overview ### What company size and specific industries is Easy Insight built for? Easy Insight is designed for small teams through large organizations that need affordable business intelligence. It is built for a broad range of companies rather than a single industry, making it suitable for businesses of different sizes that want reporting and analytics support. Features and Usability ### What are the key features of Easy Insight? Easy Insight offers ad hoc analysis and ad hoc reporting, plus dashboard creation, charting, and visual analytics for tracking key performance indicators and trend analysis. It also includes data connectors, data import/export, data synchronization, data transformation, and access controls/permissions, along with scheduled reports, alerts/notifications, and collaboration tools. Integrations ### Which third-party tools and platforms does Easy Insight integrate with? Easy Insight integrates with over 30 third-party tools and platforms, including Asana, Basecamp, ClickUp, Jira, Pipedrive, QuickBooks Online, FreshBooks, and Harvest. It also connects with Alchemer, Constant Contact, Freshdesk, Highrise, Keap, Katana, Netskope One Platform, and Cin7 Core. Getting Started and Support ### What training and onboarding options does Easy Insight offer? Easy Insight provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference material for setup, feature review, and ongoing learning. Getting Started and Support ### What customer support options does Easy Insight offer? Easy Insight provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. No reviewer feedback about support is available in the catalog data, so no claims can be made about response speed, helpfulness, or common support frustrations. ## Features AI summary Based on 2,582 Dashboard reviews Capterra data shows that buyers of Business Intelligence software rank the following features as their top priorities: - **Dashboard Creation** (**55%** of reviewers rated this feature as critical) - **Multiple Data Sources** (**60%**) - **Reporting/Analytics** (**53%**) Easy Insight supports all three of the features reviewers rate most highly: **Dashboard Creation**, **Multiple Data Sources**, and **Reporting/Analytics**. Together, these capabilities help businesses bring data into one place, build clear visual views of performance, and turn information into reports teams can use for faster decisions and better planning. Dashboard Creation 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Creation and customization of dashboards Multiple Data Sources 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Allows users to manage data from a number of sources Reporting/Analytics 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Connectors 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Connect to big data sources Data Visualization 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Graphical representation of data Collaboration Tools 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Easy Insight 41 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Ad hoc Query: One-off queries made on an as-needed basis - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Benchmarking: Compare key metrics for the business against prominent players in the industry - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Connectors: Connect to big data sources - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Transformation: Translate EDI formats into data suitable for use with company applications. - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Metadata Management: Collect and maintain structured information that describes data or content - Multiple Data Sources: Allows users to manage data from a number of sources - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Publishing/Sharing: Share pre-configured sets of data organized and presented in a specific manner with the organization - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Trend/Problem Indicators: Visually identify direction of development and areas that require attention - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 4.9 (9) 4.9 Based on 9 reviews ## Pricing Value for money 4.9 (10) Free Trial Basic $29.00 Other,Per Month Value for money 4.9 (10) 4.9 Based on 10 reviews ## Integrations [ Trello](https://www.capterra.com/p/211559/Trello/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ Basecamp](https://www.capterra.com/p/56808/Basecamp/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Shopify](https://www.capterra.com/p/83891/Shopify/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (10) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (10) 4.8 Based on 10 reviews ## User reviews Overall rating 4.8 Based on 14 reviews Filter by rating 5(11) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent GI Gabriel I. BA Financial Services ### "Easy-to-Use Business Intelligence Solution" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 3, 2026 Easy Insight strikes a good balance between simplicity and functionality. Teams can generate meaningful reports without spending excessive time on setup, making it an attractive choice for small and mid-sized organizations. Pros Easy Insight makes creating dashboards and visual reports accessible even for users with limited technical knowledge. Connecting multiple data sources is straightforward, and the interface supports quick report creation. Cons Some advanced visualization options are limited compared to larger BI platforms. Refreshing complex datasets occasionally takes longer than expected. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DX Derrick X. Senior Staff Engineer Program Development ### "Simplifying Data Analysis" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 20, 2024 Pros I quickly looked at customer feedback and saw clear trends and issues. This helped me fix problems and make customers happier. Cons I couldn't change the report visuals and formats much, which made it harder to present the data the way I wanted. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Vikram J. Financial Controller Business Supplies and Equipment ### "Highly Recommended to Understand Your Business Better" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 26, 2021 It is a beautiful system. There are endless opportunities to design reports and dashboards and schedule these for yourself and others (even externally). The support is second to none; all queries are resolved promptly. Initially, we were thinking to upgrade our CRM, but the Easy Insight add-on changed everything. That was about 3-4 years ago. We have saved tens of thousands of dollars. Our \[SENSITIVE CONTENT\] loves the system and every day we crunch the numbers to get the best out of business. Pros Easy Insight is super easy to use and provides countless customisable reports. Our sales and operation's team uses EI every day and find the system user-friendly. We love the support from EI too, whenever we need a customized report or feature, the EI team is quick to respond and provide us with the solution. Cons I wish they had support staff in Asia pacific to better support all time zones. Self-branding can be a new feature. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AG Albert G. Content Manager Marketing and Advertising ### "Easy Insight Hits The Mark " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 26, 2021 I have been very impressed with the overall product. The owner has gone above and beyond to make sure we have all the data we need and is always willing to help when we cannot figure out how to make something work. Pros I like that it is very easy to learn to use, and once you know how to use it, it is very easy to adapt to your changing needs. Cons Sometimes the formatting in Excel is a little strange, you cannot get all the data to export in one line, it usually takes two lines which is not ideal. Reasons for choosing Easy Insight Ability to work directly with Basecamp. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MR Mike R. Director of Digital Learning and Technology Education Management ### "A Lifesaver for Schools During Distance Learning" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 27, 2021 Pros Easy Insight is aptly-named; it provided quick and easy insights into our users' activity within Zoom, which is the primary purpose we sought this product out. At a time when schools couldn't get ed tech companies to answer the phone due to overwhelming demand, it was imperative that we find a solution that can both connect to and represent our data without wading through layers of support bots and AI. Easy Insight provided quick and intuitive reporting on our data set in ways that Zoom's own reporting platform could not. Even today, more than a year later, Easy Insight is our preferred method of examining Zoom logs and data. I feel a bit like we're using a Swiss Army Knife as a box cutter. Easy Insight connects to so many data types and sources and provides such a wealth of visualization choices that I am certain we could find a myriad of use cases. I look forward to exploring the platform evne more deeply as we transition back to "normal" in the education sector. Cons For a non-technical user, I think that the learning curve might be a bit steep. Actions and buttons that seem intuitive don't always do what a novice might expect them to do. That said, every time I ran into a point of confusion or an unexpected outcome, Easy Insight had an article or video tutorial that got me back on track. As long as you understand the data set(s) you are starting with and have an idea of where you'd like to go, Easy Insight will get you there. Alternatives considered [Visme](https://www.capterra.com/p/153139/Visme/) [Looker](https://www.capterra.com/p/169053/Looker/) [Tableau](https://www.capterra.com/p/208764/Tableau/) [Google Cloud](https://www.capterra.com/p/268690/Google-Cloud-Platform/) Reasons for choosing Easy Insight We chose Easy Insight because the Free Trial showed us everything we needed at a price that our small school could afford. It was easy enough to dive in and get started without specialized training that we did not want to invest in anything more complex, heavyweight, or "fancy" for lack of a better word. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KS Krista S. Tech Specialist Writing and Editing ### "Best BI Software yet. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 26, 2021 Having all of my data in one place to compare and use to make important business decisions is a nice change. In this day and age of their always being "an app for that", this software helps to pull it all together in an easily manageable platform. Pros The ease of use and simple but robust user interface. It provides a simple non-cluttered way to get the most out of your company's data, and all in one place! Cons This is difficult to answer because every time I had an idea for improvement, or the rare moments where I couldn't figure out the process to do something, their support team was on top of it. New features were added and I truly felt valued as a client and that my opinions and ideas mattered. Reasons for choosing Easy Insight Ease of use. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. OL Orlando L. Director of Accounts Marketing and Advertising ### "Easy Insight into Basecamp" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 26, 2021 It is a great tool that has brought great value to us as we manage our project resources. Pros The integration with Basecamp and Zoom which we use daily at our firm. Cons That some of the other integrations that we would like to use are not as well developed as the Basecamp views and reports and we currently do not have the time or staff to develop these. Reasons for choosing Easy Insight Easy integration with Basecamp, the reports/dashboards gave us what we needed to manage our resources, ease of use. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Conrad R. Founder Information Technology and Services ### "The only BI tool for operations" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 27, 2021 The platform is easy to get onto! That said, it still helps to have an expert come in and take things to the next level. The pieces that come out of the box are great. Whatever is unique about your company will take some configuration, and that's where you need help. Pros At Clearinity, we spend all day in cloud-based inventory management software. These tools are big and complex, and getting good reporting is always tedious. Our clients now have tools that allow them to get the data they need from the sources that matter. It really wasn't possible before this, and it certainly wasn't easy! Cons The only gripe is market share and momentum. As of the writing, the team's technology is far ahead of the competition and the market share is growing. No other BI platform understands how to pre-structure data in the way that Easy Insight does. Alternatives considered [Tableau](https://www.capterra.com/p/208764/Tableau/) [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) Reasons for choosing Easy Insight The other tools are too generalized. Their integrations don't stack up and their perspective on data is not specific enough to operational concerns. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MS McKay S. Consultant ### "Basically any customized report is possible with Easy Insight." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 8, 2017 Knowing exactly what was going on in our business and being able to pull exactly the data we want. Pros The software is very customizable. You really can do all kinds of things to customize your reports that use your existing data. It is super convenient to be able to pull information straight from your other cloud-based software in your business. As long as you have good data, your reports will turn out well. It really helps you to watch key metrics that are important in your business. Cons The reports can be difficult to create and sometimes you run into issues when combining data from multiple databases. Firms like TeamworkExpertTraining.com do provide services for you which is nice. Of course, once you get them set up, you can keep using the reports from then on. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CH Chang Hsien L. Engineer Consumer Goods ### "" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 26, 2015 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/164600/Easy-Insight/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.