Insightly: Complex Reporting Feature Difficult for Non-Technical Users

(2 customer reviews)

₦47,926.31

Insightly offers a robust CRM, but its reporting feature can be complex for non-technical users to configure. This complexity may hinder teams who need quick insights but lack technical skills. With the right resources and training, users can create meaningful reports, or they might consider simplifying the setup with templates or third-party reporting tools.

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Description

Insightly is known for its customizable reporting capabilities, allowing users to generate detailed analytics on sales, project timelines, and customer interactions. However, the reporting feature is often too complex for non-technical users, requiring a steep learning curve to create and customize reports effectively. Without a more straightforward interface, teams may struggle to leverage Insightly’s reporting functions fully, impacting decision-making processes. To address this, organizations can invest in training sessions for non-technical users, utilize pre-built report templates for standard metrics, or explore third-party reporting tools that integrate with Insightly to simplify data visualization and reporting.