Actiondesk is a spreadsheet instrument that works with dwell knowledge

Actiondesk is a brand new spreadsheet answer for the software-as-a-service period. It connects with the databases, CRMs and SaaS instruments that you just already use with the intention to construct dashboards and generate reviews with out having to manually import knowledge.

The startup raised a $3.9 million seed spherical from Tiger World, Bling Capital, Y Combinator, Speedinvest, FundersClub, Liquid2 and others.

“Actiondesk is known as a spreadsheet software program answer that’s fairly just like Excel or Google Sheets,” co-founder and CEO Jonathan Parisot advised me. “Actiondesk can join with 200 databases and SaaS merchandise. It lets enterprise groups create databases and reviews with spreadsheet expertise and with out having to make use of an advanced enterprise intelligence instrument.”

There are two methods to trace metrics and use reviews to run a enterprise. You are able to do it in Microsoft Excel and Google Sheets. Upon getting created your spreadsheet, you’ll must export knowledge from varied SaaS merchandise after which import these CSV recordsdata into Excel. It’s a cumbersome and error-prone course of.

In any other case, you possibly can construct a full-fledged knowledge technique. It usually begins with an information warehouse to gather all of your knowledge in a single place. After that, you need to use a enterprise intelligence instrument, equivalent to Tableau or Energy BI.

“It requires vital funding and a few corporations aren’t able to doing that,” Parisot stated.

For corporations happening the Excel route, I requested Parisot about basic goal no-code companies like Zapier. With a instrument like Zapier, you possibly can configure some automated duties and reduce down on repetitive import duties for example.

“Zapier hasn’t been created for that. Zapier is absolutely good for issues like ‘if this occurs, let’s do one thing.’ Let’s take a look at HubSpot for example. For instance, Zapier goes to work rather well to create a brand new row when I’ve a brand new contact in my CRM. However when the contact is up to date in Zapier, it’s not going to work rather well,” Parisot stated. You’ll have to create a set off situation for every worth in your CRM.

Because of this, Actiondesk believes the precise instrument is a model new spreadsheet product. While you first begin utilizing Actiondesk, you join it with a number of knowledge sources. The startup has integrations for varied CRM options, databases, knowledge warehouses, assist software program, equivalent to Zendesk and Intercom, billing software program like Stripe, advertising and marketing and adverts companies, and so forth. Most purchasers have not less than two knowledge sources.

Picture Credit: Actiondesk

After that, your knowledge is imported in Actiondesk. It’s frequently refreshed in order that new knowledge seems each hour or so. You possibly can manipulate these datasets with out worrying an excessive amount of because it’s only a replication of your dwell databases. It gained’t alter your databases.

Corporations can then add formulation, create charts and begin engaged on these datasets like they’d do in Excel or Google Sheets. Actiondesk says it helps the most typical Excel formulation, together with pivot tables, filtering, ordering, and so forth.

You don’t must be taught to write down SQL queries to begin utilizing Actiondesk. There are additionally some templates that will help you get began. Lastly, you possibly can schedule weekly reviews by way of Slack and e mail in case that’s helpful.

Primarily, for those who at present use Excel to trace your organization’s efficiency, Actiondesk enables you to generate higher reviews with out having to be taught new expertise. In fact, competing with Excel isn’t any small feat. So it’s going to be fascinating to see how Actiondesk performs over the approaching years.

Picture Credit: Actiondesk

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