Halo Features

Halo

Supply chain analytics and business intelligence platform

4.48/5 (47 reviews)

Halo Feature Summary

  • Data warehousing & integration
  • Standardized validation processes
  • Data cleansing tools
  • Automated data transformation
  • Manual data manipulation tools
  • Geo-coding for address correction
  • Data visualization
  • Trend, pattern & relationship highlighting
  • Drag-and-drop prebuilt dashboards
  • Point-and-click drill-up & drill-down
  • Predictive analytics
  • Likelihood & impact evaluations
  • Comparison analysis
  • What-if modeling
  • Scenario analysis
  • Big data analytics
  • Integration with CRM, ERP, TMS & third party systems
  • Internet of Things (IoT) sensor data integration
  • "What If" scenarios
  • Accounting integration
  • CRM integration
  • Data connectors
  • Data import
  • Data visualization
  • Demand management
  • Demand planning
  • Financial analysis
  • Forecasting
  • Predictive analytics
  • Predictive modeling
  • Procurement management
  • Progress tracking
  • Quality control
  • Scenario planning
  • Supplier management
  • Supply chain planning
  • Third party integration
  • Trend analysis
  • Activity dashboard
  • Data transformation
  • Data warehousing
  • Visual analytics
  • ERP integration
  • Database integration
  • Data import/export
  • Drag & drop interface
  • Scheduled reporting
  • Data manipulation
  • Business intelligence
  • Inventory forecasting
  • Built-in database
  • Collaborative forecasting
  • Dashboard creation
  • Real time comparisons
  • Data verification
  • Risk analytics
  • Performance reports
  • Task management
  • Collaboration tools
  • Self service portal
  • Client management

Operations Management Feature Comparison

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Auditing (315 other apps)
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Compliance Management (292 other apps)
Custom Fields (231 other apps)
Customizable Reporting (342 other apps)
Data Import/Export (316 other apps)
Document Storage (255 other apps)
Inventory Management (311 other apps)
Inventory Tracking (262 other apps)
Invoice Management (237 other apps)
Monitoring (237 other apps)
Real Time Data (289 other apps)
Real Time Reporting (242 other apps)
Reporting & Statistics (375 other apps)
Third Party Integration (306 other apps)
Workflow Management (315 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


8 reviews

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Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

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Halo Feature Reviews

25 reviewers had the following to say about Halo's features:

Mark DeBower

Halo BI - Useful tool that adds value to our MS CRM Enviroment

2016-02-17

Pros

From a user perspective, I have found that users find the interface intuitive in building reports to meet their individual needs. The Dashboard graphic capabilities are a big hit with our users.

Cons

Would like to see more robust export capabilities in gathering views into a single report.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Halo

We evaluated several MS Dynamics BI tools. Make sure you consider back-end capabilities that will be needed for sophisticated data integrations and translations. Halo has a great user interface, but also powerful back-end capabilities.

Source: Software Advice
Helpful?   Yes   No
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Grant Brinkhurst

Using Prism for sales, sampling and stock reporting

2016-08-25

Pros

Prism software is easy to use, simple to customise and change reports, data can be taken from multiple sources, reports can be distributed automatically. There are regular enhancements to the product.

Cons

Reports with quite a few calculated field can be slow to run.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering Halo

Ease of use is very important so people have confidence to create their own reports, otherwise they won't use it or will still want others to run reports for them and not get the full benefit of it.

Source: Software Advice
Helpful?   Yes   No
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Rajat Wadhwani

Data Analysis and Data Visualization Platform

2018-12-14

Pros

Great platform for data analysis and generating value out of data by creating dashboards. It also helps to plan supply chain management.

Cons

Stiff competition from other similar software's in the market. Sometime crashes out of the blue without any reason.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Laura Wimbrow

Halo is our answer to dozens of daily questions about our business!

2017-10-04

Best reporting investment we have ever made!

Pros

Browser agnostic Ease of accessibility for Remote employees Scheduled reporting Simple, varied Charting functionality Flexibility of using several types of data sources to combine data in one view

Cons

Pane sizing - views with a lot of measures run out of real estate Time Dimension response when changing from saved view default

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Marissa Williams

Amazing BI tool

2017-05-10

We implemented Halo for our Sales dashboards initially.

Pros

It is very easy to create the dashboards and reports that you need.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Daniel Erickson

Not just a product, a solution!

2016-11-17

Pairing a strong data engine (data warehouse, ETL) with an easy-to-use front end they've created a solution that we embraced quickly and appeased both the technical data guru's and the data consumers who just want to drag, drop, point and click. Mobile reporting and the ability to handle forecasting round out the offering nicely.

Pros

Easy-to-use front end for dashboarding and reporting.

Cons

If I had to pick something it would be enhancing formatted reporting, though I haven't seen many solutions that address this well today and also provide the benefits Halo provides in one package.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Halo

Definitely add Halo BI as one of the solutions to seriously consider. It's a strong product with great customer support and a desire to get it right that exists across the company. Aligning these was key to earning and keeping our business.

Source: Software Advice
Helpful?   Yes   No
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Eliot Paisley

A Product that's Quick to Implement & Improving Rapidly

2015-11-30

Pros

Most of all I see that the product is being actively developed and improved which gives great promise that each and every bug/feature request can and will be addressed.

Cons

Creation of structured financial reports (P&L, CashFlow, Balance Sheet) is difficult.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

8/10

Recommendations to others considering Halo

Contacting other companies to discuss their implementations was very valuable for us to decide that HaloBI was the right choice for us.

Source: Software Advice
Helpful?   Yes   No
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Mark Gilbert

Very Powerful tool - Highly recommended

2016-03-24

Pros

It takes a lot of the grunt work out of the ETL process when creating data cubes and a data warehouse.

Cons

It does require the developer to have a good knowledge of the source data and how it relates.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

9/10

Recommendations to others considering Halo

To me this product is actually 4 products in one. It is a data repository for pulling in data from various systems and sources and merging it into one database, it also takes this transformed data and can create a data warehouse for reporting, and it creates cubes for data analysis. Then the front end is a very robust BI tool. And as a bonus it also is a documentation tool, auto creating documentation for all of your data connections.

Source: Software Advice
Helpful?   Yes   No
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Brent Glendening

Halo's latest solution exceeds all expectations

2017-08-21

This is when you see your data working in their system and it gives you a good sense on how you'll be using it on your daily activities.

Pros

The main value is the ability to blend data and use the pre-built dashboards and reports.

Cons

Their app doesn't have all functions that the desktop version has but considering this type of software we normally use desktop versions regardless.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Brent Glendening

Halo exceeds with lstest release of thier BI solution

2016-12-16

The products time to value is fantastic you can have BI dashboards available in half the time of many competitors, and can be supported by users in the departments with little support from IT.

Pros

The other real benefit we experienced was the ability to import data from multiple sets of systems, integrate them into one cohesive data set, validate the data, and deliver actionable prebuild templates for our industry.

Cons

As Halo grows the software is getting better and better, they are investing heavily with industry experts and is becoming a Tier one supplier with more knowledge than just another BI platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Halo

in the selection process take advantage of the proof-of-concept sales process. If / when you select their software take advantage of their industry experts and potentially some of the consulting expertise to get some very quick wins. you will see results in days/weeks not Months & Quarters of many of their competitors.

Source: Software Advice
Helpful?   Yes   No
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ALICIA CASTRO

Halo makes it easy for use to find to measure performance and find trends.

2018-05-03

I love it's flexibility and easy to use.

Pros

This software is fast, smarter, and helps our business organize data. No matter how unrefined our data is, this software was created for the purpose to stay organize and track trends that helps companies make faster and smarter decisions.

Cons

It can be a bit challenging using the integration to other systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Halo


Thank you, Alicia! Please let us know if we can assist with your customization requirements.

Sincerely,

The Halo Team

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Faisal Hameed

Outstanding software

2019-07-31

Pros

It's data report are simple to understand.

Cons

It may be a little bit difficult using the software at the beginning, but with practice it begins to make sense.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Trent Aschliman

Value in all areas we have used this software

2017-10-11

Pros

Visibility in inventory production and finance.

Cons

None so far, this has been great for our planning, company strategy and on time delivery goals.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Paul Lundquist

Working with the Halo team has been exceptional.

2017-09-30

Fo us, it was important to have data integration combined with data quality tools, mobile, and a mature data visualization tool.

Pros

Their pre-built ERP integration and mobile framework was more than just another data visualization tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Jason Vander Weele

Halo Is a Good BI Tool for Not Needing High Skilled Front-End Users

2019-06-19

In just 6 months time, I now have Inventory, Account Ledger, Open Orders, and other things visualized and refreshing automatically everyday.

Pros

There is very little development time needed to "format charts" to be color schemes or certain column headers, etc.

Cons

However, if you have non-time dimensional data you could just 'fake it', so it isn't a problem that can't be overcome.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Denys Lu

I manage and use Halo on a regular basis.

2015-04-30

Pros

I'm a big advocate of Halo Source and use it to integrate lots of our disparate data sources.

Cons

There's nothing I like least - the Halo team is fast and responsive and always keen on solving any and all issues we come across.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Halo

It takes advantage of the Microsoft SQL stack so you're better able to leverage its capabilities without needing coders/ developers. Good foundation in SQL is helpful.

Source: Software Advice
Helpful?   Yes   No
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Henry Grimes

My Review about HALO

2015-06-26

Pros

Prism is very user friendly and understandable. Very very dynamic when drilling around.

Cons

Duplicates data during ETL and Prism takes a long time when dealing with big data.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

5/10

Recommendations to others considering Halo

Look forward and think about how you will be using your data in the future and make sure this software still makes sense.

Source: Software Advice
Helpful?   Yes   No
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T. Eric Ervin

Halo has unlocked the data from the Dynamics AX safe

2016-11-17

Prior to having a BI solution we were like many other companies I am sure. Exporting data straight from our ERP system into mostly Excel based reports.

Pros

Only software/solution to address data quality as a key part of the ETL process.

Cons

Power BI put a wrench in this process giving pause from our Executives, but once I tried to replicate some reports in Power BI and saw how large the learning curve was and that it did not include the foundation of any BI solution (a data warehouse) Halo again was where we turned.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Halo

Halo offers the complete package. From the backend date warehouse, Data cleansing, Cube Creation, predictive analytics, and a slick visual front end. If you don't believe me have them do a proof of concept with YOUR data! This is something most other vendors will not even entertain. What better way to show value from your BI software than to evaluate it with data and metrics you know. Do your homework and call references, Halo gets nothing but positive praises from anyone I have talked to who uses it.

Source: Software Advice
Helpful?   Yes   No
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Mark Rice

Halo - great product!!!

2016-08-17

Great product - very powerful. If you cant think up an idea, this platform and the guys behind it can make it happen.

Pros

Integrates well, and has plenty of data input options.

Cons

Could still be easier for staff to build views.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Halo


Thank you, Mark!

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Steve Richards

Highly usable for programmers and executives alike.

2015-06-26

Pros

Prism is powerful and highly customizable. Source data is easily readable in SQL Server.

Cons

You can't add a SQL Expression field if the datasource is Access (without fiddling with the source fields).

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

9/10

Recommendations to others considering Halo

BI quickly hands you compiled data on a solver platter, but you have to know what you want first. It takes a high level of understanding of transaction data to generate the right reporting data.

Source: Software Advice
Helpful?   Yes   No
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Bill Wilson

Easy to use and well supported.

2018-06-27

Pros

The template database makes it easy to build dashboards by incorporating best practice measures by area of business.

Cons

On-premise only means cloud data sources must be replicated or partially extracted locally for inclusion.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
MARIA CASTRO

Halo exceeds all expectations and best of all, it is user-friendly and easy to use!

2018-05-04

Halo offers a simple BI Toll, it is great for small companies or simple requirements. Offers a fair price point for services.

Pros

Halo has a great data combination of data manipulation, standardized validation process, and simple varied charts functionality mobility.

Cons

Time decision for data saving is a bit slower but it doesn't freeze which is a good thing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Halo


Thank you, Maria! Please let us know if we can assist with optimizing the process time. :)

Sincerely,

The Halo Team

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Chad Ohl

Ease Of Use

2017-05-09

Pros

How easy it is to create a dashboard by dragging and dropping items.

Cons

Need more formatting control in regards to percentages, currency, and other misc things. Some charts do not present things easily.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Marcos Melero

Halo has a simple and intuitive interface for the end user.

2017-05-09

It has several pre-built connectors, which made it much easier to obtain the data of the systems used by our operation.

Pros

It has a great training team, which allows quick implementation with results with less cost and time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Ifeanyi Odoh

Useful

2019-05-25

Pros

The presentation of data is unique and easy to understand.

Cons

You may need to be training to use it, not so easy to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more