Business intelligence reporting

Business intelligence reporting

Answer the tough questions with Ortto’s business intelligence reporting. Ortto’s customer data platform gives you a single view of your customer, so you can make better, more data-driven business decisions.

One platform to do it all

Ortto combines customer, transactional, behavioral and firmographic data so you can build comprehensive business intelligence reports that give you a deeper understanding of your customers and the actions they take.

Advanced reporting, made accessible

Calculate AVGs, SUM activities, group data by attributes, and calculate rations with a few clicks. Advanced reporting in Ortto is made accessible so that anyone in any department can build and read BI reports.

Visualize data your way

Ortto offers 9 unique ways to visualize your data with pie, line, column, cohorts, funnels, geo, metrics, tables and ledgers. Customize reports or get inspiration from built-in templates to create impressive BI reports with ease.

Business intelligence reporting for your team to make data-driven growth decisions, without the data scientist

Build reports and dashboards with rase

Anyone in any department can log in to Ortto and set up their own Business Intelligence Reporting with ease. Use intuitive filters, drag-and-drop functionality, and templated visualizations to bring your data to life.

No-code integrations

Integrate data from all your sources with no-code integrations from sources like Shopify, Zapier, pipedrive, stripe, zendesk and more. With all your data in one place, you’ll build more effective, accurate business intelligence reports.

Track the metrics that matter

Slice through different data sources to track the metrics that really matter to your business. Go beyond revenue and deals, to answer tough questions about metrics like MRR, product-qualified leads, and lifetime value.

Revenue attribution

Campaign performance reports will show you the exact revenue, orders and MRR being contributed to every customer interaction. Find out which actions, emails, and interactions are moving the needle in the right direction.

Real-time updates

Whether you’re logging in at 2am or 10am, you can rest assured your business intelligence reports will be up-to-date. Ortto is always connected and updates reports in real-time.

Share your way

Easily share any report on Slack or via email with the click of a button or automate email reports on a weekly, bi-weekly, or monthly cadence to ensure your team are in the loop.

FAQs

Will I need technical or data experience to set up business intelligence reporting in Ortto?

In short, no. Ortto Business Intelligence Reporting tools are designed to be easy to set up. Our off-the-shelf reporting templates can be set up in a few clicks and simple customizations like visualization templates and drag-and-drop report prioritization make your dashboards your own.

How much does Ortto cost?

Ortto offers plans for every business type and price. If you’re just getting started with marketing automation, try out our Free plan with up to 2,000 contacts. For small businesses, our Campaign tier starts at $29 a month. Our Business plan offers 20,000 contacts and 80,000 monthly email sends. All our plans are month to month, and you can upgrade, downgrade or cancel at any time. Visit our pricing page to compare plans and find the right solution for your business.

What makes Ortto’s BI reporting different?

Ortto brings all of your data sources together in one platform to ensure nothing is missed when you are viewing your customer’s profile. 

When customer, behavioral, event-based, transactional, and firmographic data are viewable in a single, easy-to-use customer data platform, your marketing team will be able to make data-led decisions about playbooks and their performance.

Can I receive reports to my email address?

Ortto allows you to activate email reports to be sent on a daily, weekly, bi-weekly, or monthly schedule. Add as many recipients as you like to help every department team stay in the loop.

Can I see reports on my phone?

Ortto is fully responsive and reports can be easily viewed from the palm of your hand. Our dashboards use visualizations and beautiful design to ensure every metric and insight is easy to read and understand.

I have a few more questions. Can you help?

Leave a few details in our contact form and we’ll connect you with an expert who can show you how Ortto can help your business grow.

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With this tool, we can create customized workflows for different campaigns we run in our organization. It has an easy interface, which allows even a beginner to put their hands on it.

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I think that it's great for working with my team because everyone can add notes and stickers into our sequences and everyone will be able to understand each other's vision during an email campaign.

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The overall outbound and inbound sales process has been streamlined in such a way where we are able to focus on data generation as opposed to following up on on things that can be automated.

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