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Read the top 10 reasons for selecting InetSoft as your BI partner.

Why A Company Would Move From Funnel To InetSoft For Report Visualization

Many organizations start with a specialized data hub like Funnel because it solves an immediate problem: collecting and normalizing marketing data from a wide range of advertising and analytics platforms. Over time, however, reporting needs tend to expand beyond marketing into finance, HR, operations, and executive reporting. At that point, a tool built primarily for ingestion can begin to feel limiting. Companies in this situation often look to InetSoft when they want a stronger focus on report visualization, interactive dashboards, and enterprise-wide analytics rather than just preparing data for downstream tools.

Key differences that drive the change

Scope and flexibility. Funnel is optimized for marketing teams and excels at aggregating campaign and performance data quickly. InetSoft, by contrast, is designed as a general-purpose business intelligence platform. It supports a much broader range of use cases, allowing teams to combine marketing data with ERP, CRM, HR, and operational systems in a single reporting environment. For organizations that want one reporting layer shared across departments, this broader scope is often the deciding factor.

Visualization-first architecture. Funnel is typically one piece of a larger stack, feeding cleaned data into spreadsheets, warehouses, or visualization tools. InetSoft is built to be the visualization and reporting destination. Interactive dashboards, ad hoc analysis, and pixel-perfect paginated reports all live in the same platform. This consolidation reduces tool sprawl and simplifies maintenance, permissions, and governance.

Data mashups and semantic consistency. InetSoft places a strong emphasis on mashing up data from multiple sources and defining reusable business logic. Metrics are created once and reused across dashboards and reports, reducing the risk of conflicting definitions. Companies coming from Funnel often see this as a way to move from channel-level reporting to holistic, organization-wide insights.

Embedding and customization. For companies that deliver analytics to customers or internal portals, InetSoft’s embeddable reporting capabilities are a major advantage. Dashboards and reports can be integrated directly into applications with consistent branding and access controls, something that is harder to achieve when visualization is split across multiple tools.

View the gallery of examples of dashboards and visualizations.

Business benefits realized after switching

After moving report visualization to InetSoft, companies commonly see faster turnaround on new dashboards and reports. Analysts spend less time exporting data between systems and more time refining insights. Business users benefit from clearer, more interactive visuals that explain what is happening across the organization, not just within marketing channels.

Centralizing reporting also improves governance. Access rules, data freshness, and metric definitions are managed in one place, which builds trust in the numbers. Executives gain a single source of truth for performance reviews, while operational teams can drill down into details without requesting custom extracts from engineering.

How a typical migration unfolds

Most companies do not rip and replace everything at once. The transition usually begins with an inventory of existing reports and dashboards built on Funnel-fed data. High-impact dashboards are migrated first to demonstrate value quickly.

In many cases, Funnel continues to handle marketing data ingestion while its outputs are routed into a shared database or warehouse. InetSoft then connects to that centralized store, along with other enterprise systems, to create unified dashboards. Over time, additional subject areas are brought into InetSoft until it becomes the primary reporting interface for the business.

During this phase, teams rebuild key metrics in InetSoft’s data mashup layer to ensure consistency. Parallel runs help validate numbers and maintain confidence while users transition to the new dashboards.

Challenges to plan for

One common challenge is underestimating the effort required to align metric definitions. Differences that were hidden when reports lived in separate tools become visible once everything is unified. Involving business stakeholders early helps prevent confusion later.

User adoption is another risk. Even better dashboards can be ignored if they look unfamiliar or disrupt existing workflows. Successful teams invest in short training sessions, clear documentation, and incremental rollouts to bring users along.

What success looks like

A successful move from Funnel to InetSoft results in reporting that tells a coherent story across the organization. Marketing performance connects naturally to sales outcomes, workforce trends, and operational efficiency. Decision-makers no longer jump between tools or spreadsheets to understand what is happening.

In many cases, the end state is not Funnel or InetSoft alone, but a complementary setup. Funnel remains a strong ingestion layer for marketing data, while InetSoft becomes the central platform for visualization, reporting, and embedded analytics. This combination allows companies to scale their reporting capabilities without sacrificing the strengths that first made Funnel attractive.

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