Syncari Insights

Your entire customer journey, visualized

Sometimes you don’t need fancy analytics. Just clean data and a clear view.

Capture that accurate dashboard feeling, thanks to a unified, elastic data model.

Understand Your Lifecycle

Get fresh insights across the entire acquisition funnel, user journey and customer lifecycle. Clean datasets, consistent metrics, trustworthy insights.

Novel because it works

Stop waiting weeks for new reports, only to have to revise them for several more weeks. Get high-quality data straight form the source.

Syncari Insights Dashboard

See your business, end-to-end

Unified data provides the foundation for your mission-critical reports, from leads to renewals and back. Powered by Syncari’s shared metrics library and unique elastic data model.

Insights Metrics Library v2

Activate metrics everywhere

Define metrics once in Syncari, then share them with any GTM system. No SQL or downstream schema changes required. Syncari delivers insights for:

  • Revenue
  • Sales
  • Marketing
  • Customer Success
  • Product Usage
  • Finance
Insights Data Card v2

The hottest thing since pie charts

Get a walkthrough, unify your data, GTM better.

P.S. it’s probably cooler than pie charts.

Syncari Insights FAQ

Does Syncari Insights require any SQL knowledge or any other programming skill?

No. Syncari Insights is fully drag-and-drop, with an array of powerful features for building datasets using Syncari’s elastic data model, within a shared metric library. (View detailed terminology and documentation for Syncari Insights here, and learn more about B2B customer data models here.).

While there are plenty of reasons SQL flexibility is advantageous, Syncari is convinced that reporting and dashboarding fundamentals should not be gated by overly custom data stacks and warehouse free-for-alls.

Don’t let SQL skills be the barrier between your revenue teams and your business strategy.

Can Syncari Insights visualize data from across multiple systems?

Yes. Thanks to Syncari’s unified data, you can build datasets from multiple systems. For example, if you want to look at counts of certain types of contacts from Salesforce and HubSpot and Zendesk and your user data warehouse, you can combine these into a single view within Syncari Insights.

What makes unified reporting so unique and powerful?

Traditionally, dashboards have had no way to report on the entire customer journey because it lives in multiple systems. Even shoving all that data into a CRM doesn’t work, because those CRM dashboards cannot unify multiple objects into a single dataset when desired.

The only way to pull off cross-system, cross-object reporting has been to pull the data from CRM, marketing automation, CS, product usage and finance tools into a warehouse, unify it there, then push it to a BI tool. While the tools may initially be inexpensive, they quickly add up as the business scales, and the complexity is undeniable. It’s difficult to keep these dashboards accurate and up-to-date. Then the inevitable question of “what’s the ROI of a dashboard?” comes up, because leadership sees the investment they’re making in this flow of data and the tools and teams that support it.

Unified reporting with Syncari Insights allows you to visualize the already-unified data across your systems, so you can easily build executive and team-specific dashboards in minutes.

Will this replace my Business Intelligence (BI) tool?

It depends. If your objective with your BI tool (and the warehouse and pipelines underneath) has been to get a view of what’s really going on in your business so you can make better decisions, then yes: Syncari Insights can reflect an accurate bottoms-up view of your business.

If you have other analytical needs, like complex predictions, machine learning models, or your data stack has applications outside of Go-To-Market efficiency, then no, Syncari Insights is not going to replace your BI tool. Nevertheless, it can probably provide more accurate insights into the health of your business so that you can retire some difficult-to-maintain dashboards.

Do I need my own data warehousing tool in order to use Syncari Insights?

No. Syncari Insights relies on data from your GTM stack that has been unified inside of Syncari, and does not require an additional data warehouse.

Visit the documentation to understand how to use Syncari Insights.

Can I push data from Syncari to my own warehouse and BI tool?

Absolutely. Syncari integrates with S3, Redshift, Snowflake, BigQuery, PostgreSQL and many other data destinations. View the full list here.