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Sisense for Cloud Data Teams from Sisense
Sisense allows users to prepare, analyze and visualize any data, enabling companies to deliver insights at scale. It includes robust self-service capabilities and an intuitive user interface.
Product analysis by function
Product Performance Dashboards for Product Development
Visualization tools that track key performance indicators for insurance products, helping teams identify trends and make data-driven optimization decisions.
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Data Integration & Connectivity
(8 Yes /8 Known /10 Possible features)
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Multi-Source Connectivity Connects to multiple internal and external data sources (e.g., policy admin, claims, CRM, external data services). |
Sisense connects to multiple databases, cloud data warehouses, and external data feeds (as documented on official website and product documentation). | |
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Real-Time Data Sync Supports updating data in real-time or near real-time for up-to-date dashboard views. |
Sisense supports near real-time dashboard refresh and live data connections. | |
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APIs Support Offers robust API access for inbound and outbound data ingestion. |
Public API documentation available and extensive references to API integration in technical resources. | |
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Scheduled Data Refresh Automates regular data refreshes at configurable intervals. |
Sisense provides automated scheduled data refreshes, configurable via UI. | |
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Manual Data Upload Allows users to upload and import data files directly into the dashboard. |
Supports CSV, Excel, and other manual file uploads directly. | |
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Data Model Flexibility Can accommodate varying data models or schemas (custom fields, entity adjustments). |
Sisense data models can be customized and support flexible schema definitions. | |
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Data Validation Automatically checks and highlights data inconsistencies, missing values, or errors upon ingestion. |
Per documentation, Sisense validates data on ingestion and highlights missing or inconsistent entries. | |
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ETL (Extract, Transform, Load) Automation Automates extraction, transformation, and loading of data for dashboard preparation. |
Extract, Transform, Load (ETL) processes automated via Sisense data pipelines. | |
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Data Volume Handling Maximum data records supported per dashboard update cycle. |
No information available | |
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Data Latency Time between data generation and its representation on the dashboard. |
No information available |
KPI and Metrics Tracking
(8 Yes /8 Known /9 Possible features)
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Custom KPI Configuration Ability to define new KPIs tailored to specific product or project needs. |
Users can define custom KPIs using formula builder and custom widgets. | |
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Pre-Built Insurance KPIs Includes a library of commonly used insurance KPIs (loss ratio, claims frequency, policy growth, etc.). |
Sisense provides a library of insurance and general business KPIs out-of-the-box. | |
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Metric Drill-Down Navigate from high-level KPIs into underlying metrics, products, or business segments. |
Drill-down functionality is a key advertised feature, allowing users to move from summary to detail. | |
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Trend Analysis Visualizes KPIs over time to highlight trends and seasonality. |
Trend analysis via line charts and timeline visualizations is supported. | |
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Target/Benchmark Comparison Compare current performance against predefined targets or historical benchmarks. |
Benchmark/target comparison is configurable in KPIs and dashboard widgets. | |
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Variance Analysis Highlights variances between actual, forecasted, and target KPIs. |
Variance analysis supported through calculated fields, variance widgets, and KPI configuration. | |
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Real-Time KPI Updates KPIs are updated automatically as soon as data changes. |
KPIs can be live-updated based on data source configuration (see Sisense Pulse and real-time data options). | |
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Automated Alerts on KPI Changes Sends notifications when KPIs cross certain thresholds. |
Sisense supports rule-based alerts and threshold notifications. | |
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KPI Calculation Speed Average computation time to refresh or recalculate KPIs. |
No information available |
Visualization and User Interface
(6 Yes /6 Known /9 Possible features)
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Chart Types Range of visualizations supported (bar, line, pie, heatmaps, waterfall, etc.). |
No information available | |
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Interactive Dashboards Users can filter, drill down, and interact with dashboard elements in real time. |
Filtering, drilldowns, and interactivity are core UI features in Sisense. | |
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Customizable Layouts Flexibility in arranging and customizing dashboard views and widgets. |
Dashboards and widgets are fully drag-and-drop and customizable. | |
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Theming/Branding Options Can apply organization-specific colors, logos, and styles. |
Supports company branding/theming per admin settings tab. | |
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Mobile Responsiveness Dashboard interfaces adjust for optimal display and use on mobile devices. |
Sisense dashboards are designed for web and mobile, with adaptive layouts. | |
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Export/Download Visualizations Export charts, dashboards, or data in various formats (PDF, Excel, PNG, etc.). |
Export to Excel, PDF, PNG, etc. available from dashboard menus. | |
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Dashboard Load Time Time it takes for a dashboard to become interactive after opening. |
No information available | |
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Widget Library Size Number of pre-built widgets or visualization tools available. |
No information available | |
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Accessibility Compliance Supports WCAG or similar accessibility standards for diverse user needs. |
Section 508/WCAG compliance referenced in documentation and accessibility statement. |
Collaboration & Workflow
(7 Yes /7 Known /8 Possible features)
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Commenting/Annotation Users can annotate dashboards, data points, or charts for discussion. |
Sisense allows comments/annotation on dashboards and widgets for collaboration. | |
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Sharing Controls Granular control over who can share, publish, or distribute dashboards. |
Granular sharing, publishing, and embed controls available per dashboard/user. | |
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Role-Based Access Set permissions by role or user group (view, edit, admin, etc.). |
Role-based access and security groups are core to Sisense user management. | |
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Real-Time Collaborative Editing Multiple users can view and edit dashboards simultaneously. |
Multiple users can collaborate and edit dashboards in real time. | |
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Task Assignment & Workflow Integration Assign tasks related to dashboard insights and link to workflow tools (JIRA, Asana, etc.). |
Sisense integrates with Jira and has workflow/task assignment integrations. | |
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Version Control Track changes and revert to previous dashboard versions as needed. |
Dashboard versions and audit trails are available. | |
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Insight Sharing Frequency Maximum scheduled dashboard/email share events supported per day. |
No information available | |
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User Notification Options Supports multiple modes of user notification (email, in-app, SMS, etc.). |
Supports email, in-app, and web push notifications. |
Security & Compliance
(8 Yes /8 Known /8 Possible features)
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Data Encryption at Rest Data stored within the system is encrypted for security. |
Data is encrypted at rest in Sisense Cloud per security documentation. | |
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Data Encryption in Transit Data is encrypted during transmission between systems or users. |
Data is encrypted in transit via TLS. | |
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Audit Logging All user access and changes are logged for review and audit. |
Audit logs are available and part of compliance features. | |
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Single Sign-On (SSO) Support Supports secure, centralized authentication via SSO. |
Supports SSO via SAML/OIDC. | |
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Multi-Factor Authentication Requires more than one method to authenticate user access. |
Multi-factor authentication supported via integration with SSO/Identity providers. | |
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GDPR/Data Privacy Tools Supports data subject requests and other privacy obligations. |
Sisense privacy documentation details support for GDPR and data privacy processes. | |
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Role-Based Security Policies Policies can be tailored to different user types and roles. |
Role-based security is core to Sisense platform. | |
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Regulatory Compliance Certifications Holds recognized certifications (SOC 2, ISO 27001, etc.). |
Holds SOC 2, ISO 27001 and other certifications (see Sisense Trust Center). |
Alerting & Notification
(4 Yes /4 Known /6 Possible features)
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Threshold-Based Alerts Users can set thresholds on KPIs to trigger notifications. |
Threshold-based alerts are customizable per user/team. | |
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Frequency of Notification Frequency at which the system can send notifications for events or alerts. |
No information available | |
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Multi-Channel Notification Delivery of alerts via multiple channels (email, SMS, push, in-app). |
Sisense sends alerts by email, and integrates with third-party channels (Slack, SMS via Twilio, etc.). | |
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Alert Customization Users can define severity, channel, and format of notification. |
Alert customization is supported, with configurable rules for format and channels. | |
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Summary Digest Emails Option to receive summarised reports on performance periodically. |
Users can request periodic digest summary emails. | |
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Escalation Protocols Unresolved alerts can be escalated and re-assigned automatically. |
No information available |
Analytics & Advanced Insights
(7 Yes /7 Known /8 Possible features)
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Statistical Analysis Tools Built-in options for statistical evaluation (correlations, distributions, significance tests, etc.). |
Sisense has statistical functions and plugins for deeper statistical insight. | |
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Predictive Analytics Integration Can include or connect to predictive models for forecasting performance. |
Predictive analytics integrations available via native features and third-party connectors (e.g. Python, R, ML models). | |
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Segmentation Analysis Supports analysis by customer cohort, product line, or other segments. |
Segmentation across dimensions is available for slicing and dicing data. | |
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Historical Data Archiving Archives historical data for longitudinal analysis. |
Data archiving and history analysis supported per data retention/config. | |
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Anomaly Detection Automatically surfaces outliers or unexpected patterns. |
Sisense supports anomaly/outlier detection via analytic functions. | |
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Scenario/What-If Analysis Test the impact of changing variables on key metrics. |
Scenario analysis ('what-if') available using calculated fields and plugins. | |
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Advanced Filtering Capabilities Complex slicing and dicing of data for granular views. |
Enables advanced filtering, including hierarchical filters, complex filter expressions. | |
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Time to Insight Average time from query/action to answer/insight surfaced. |
No information available |
Integration with Insurance Product Lifecycle
(6 Yes /6 Known /6 Possible features)
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Project Management Integration Connects with project management tools to feed insights into agile cycles. |
Integrates with project management tools such as Jira for agile reporting. | |
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Product Version Tracking Links performance data to specific product releases/versions. |
Can track and display product releases/versions on dashboards. | |
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A/B Testing Support Handles side-by-side comparisons of product variants in real time. |
AB testing comparison widgets available in Sisense Marketplace/plugins. | |
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Feature Impact Analysis Determines how individual product features affect performance KPIs. |
Feature impact analysis available with custom analytics and ML integrations. | |
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Change Log Visualization Timeline tracking of key product changes and their outcomes. |
Change log widgets available/extensions to visualize product development activity. | |
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Feedback Loop Integration Links user or broker feedback directly to dashboard metrics. |
Feedback and survey data can be piped into Sisense for closed-loop monitoring. |
User Management & Administration
(5 Yes /5 Known /5 Possible features)
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User Provisioning & Deprovisioning Automated user account creation/removal via central directory or manually. |
Automated user management with directory integrations supported (LDAP, SSO, manual). | |
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User Audit Reporting Periodic reporting of user activity for compliance. |
User audit reporting is available for compliance. | |
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Bulk User Upload Ability to onboard large groups of users at once. |
Bulk user upload feature available via admin/user management. | |
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License Usage Analytics Tracks assigned vs. used licenses and access patterns. |
Sisense tracks license and user access data for admins. | |
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Custom Role Definitions Set up custom roles with tailored permissions. |
Admins can define custom roles with granular permissions. |
Support, Training, & Documentation
(6 Yes /6 Known /7 Possible features)
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User Onboarding Flow Guided onboarding tours and tutorials for new users. |
New users can be guided through onboarding tours and tutorials. | |
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Context-Sensitive Help In-app help that adjusts to context or screen. |
Context-sensitive help is available in the interface. | |
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24/7 Customer Support Access to vendor support at all times. |
24/7 support offered for cloud product subscribers (see support plans). | |
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Community Forum/Knowledge Base Searchable resource for best practices, FAQs. |
Comprehensive community forum and searchable knowledge base available. | |
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Documentation Completeness Level of detail in documentation provided. |
No information available | |
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Training Materials Available Provision of videos, webinars, and other learning resources. |
Training materials in form of webinars, videos, and tutorials available publicly. | |
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Onsite Training Option Option for live, instructor-led training at customer location. |
Onsite/customized training available via Sisense services team. |
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