Financial and Revenue vs Flexi Kanban — Salesforce

Financial and Revenue Intelligence Toolkit vs Flexi Kanban

Side-by-side comparison · 24 data points

Financial and Revenue Intelligence Toolkit

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Zuar’s Toolkit for Financial and Revenue Intelligence enables you to understand your overall business performance, how and where your business is growing this year, what strategic growth could look like in the future, and impact to your business.

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1. Listing metadata

Field-level data

	Financial and Revenue Intelligence Toolkit	Flexi Kanban
Tagline	“Zuar’s Toolkit for Financial and Revenue Intelligence enables you to understand your overall business performance, how and where your business is growing this year, what strategic growth could look like in the future, and impact to your business.”246 chars	“Break free from Salesforce’s limitations! Display more fields per card, manage unlimited records, and enjoy dynamic color coding. Flexi Kanban is your ultimate tool for creating efficient, dynamic boards that transform your work and boost productivity!”255 chars
Description	1152 / 2000 chars58% used	911 / 2000 chars46% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Zuar, Inc.	Flexi Kanban LLC
Listed	September 6, 2023

At a glance

8 metrics · auto-computed

Feature comparison between Financial and Revenue Intelligence Toolkit and Flexi Kanban
Metric	Financial and Revenue Intelligence Toolkit	Flexi Kanban
Rating	—	5.0 ★
Total reviews	0	26
Free plan	★ Yes	—
Pricing	free	paid
Pricing tiers	—	2 tiers
Listed features	7	★ 9
Languages	1 supported	1 supported
Listed since	Sep 2023	Apr 2020

Last updated	—	—

3. Features

As listed by each developer

Financial and Revenue Intelligence Toolkit

YTD Growth Watch: where deep details about growth across key sectors of your business enable you to optimize how your organization operates.
Answer Key Business Questions ✅ What is YTD revenue now, plus YOY and MoM? ✅ What is current and forecasted revenue across business sectors? ✅ What customers are driving growth and which are at risk?
Answer MORE Key Business Questions! ✅ How the sales and orders from each customer are expected to change? ✅ What are the inventory stock levels, plus future projections? ✅ How much revenue is at risk from depleted stock levels?
Strategic Growth Forecast: where you can see the relationship between orders and revenue growth, and provide more accurate and data-driven sales forecasts to your leadership.
Monitor and Improve KPIs ✅ Revenue YTD ($) ✅ Change in Revenue Over Prior Period (%) ✅ Change in Sales ($ and %) ✅ Change in Orders (PO Count and %) ✅ Change in Average Order Size ($/PO and %) ✅ Change in Order Frequency (Days Between Orders)
Monitor and Improve MORE KPIs! ✅ Current Inventory in Units ✅ Replenishment Rate in Units/Month ✅ Sales Forecast in Units/Month ✅ Revenue at Risk Due to Stock Shortages ✅ Projected Ending Supply and Balance Over Time ✅ Months of Stock at Current ROS
Inventory Supply Planner: where you can make sure that inventory stock levels will enable your revenue goals.

Flexi Kanban

Transform your Salesforce experience with Flexi Kanban, bringing the powerful Kanban Boards of Trello, Asana, ClickUp, and JIRA directly into Salesforce. Manage your Salesforce records on customizable Kanban boards addressing your unique business needs.
Address the limitation of only 4 fields per card in Salesforce's Kanban view. It allows detailed field display on each card, giving you access to all relevant information at a glance, reducing the need to open individual records, and improving efficiency.
Experience dynamic color coding with Flexi Kanban. Cards and elements can be highlighted based on conditions defined via formulas, allowing for visual cues that enhance data interpretation and workflow management.
Overcome the 200-record limit in Salesforce’s Kanban views. With features like pagination and infinite scrolling, it efficiently handles large data volumes, keeping your Kanban board manageable even with numerous records.
Show multiple totals per column with Flexi Kanban. Display totals in either the footer or header, giving you the flexibility to manage and view your data across different stages of your workflow in a way that suits your needs.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Financial and Revenue Intelligence Toolkit	Flexi Kanban
kanban	Not ranked	#2
workflow	Not ranked	#4
user-friendly interface customizable	Not ranked	#5
last days	#6	Not ranked
change	#7	Not ranked

6. App details

Long-form description · keyword frequency

Financial and Revenue Intelligence Toolkit

Zuar built this toolkit from their experience with CPG and Retail customers. Connect with them to learn more about their industry-specific services. -- Required Data Attributes -- Strategic Forecast Summary: Order detail, detail for the last 12 months + Opportunity detail for the next 12 months • Date (date) • Customer (string) • Account Manager (string) • Channel (string) • Region (string) • Order ID (string) • Record Type (Order or Opportunity) (string) • Days Since Last Order (int) • Sales Total (from Orders) (currency) • Sales Forecasted (from Opportunities) (currency) YTD Growth Watch: Order detail, starting from the beginning of the prior year. • Date (date) • Customer (string) • Channel (string) • Account Manager (string) • Region (string) • Product Line (string) • Product Name (string) • Sales Total (Dollars) Inventory Planning • Product Line (string) • Product Name (string) • Product ID (string) • Quantity on Hand (int) • Price (currency) • Stock Par Max (Units) (int) • Stock Par Min (Units) (int) • Date (date) • Item Quantity Forecasted (Units) (int) • Replenish Quantity Expected (Units) (int)

Top keywords

string15×9.87%
date6×3.95%
int6×3.95%
order5×3.29%
product5×3.29%
detail4×2.63%
string product4×2.63%
units4×2.63%
units int4×2.63%
currency3×1.97%
date date3×1.97%
quantity3×1.97%

Flexi Kanban

Unleash the full potential of Salesforce with Flexi Kanban! Bringing the powerful Kanban Boards of Trello, Asana, ClickUp, and JIRA directly into Salesforce, our sleek, user-friendly interface is packed with features to streamline your processes, boost productivity, and keep you ahead of the game. Organize and manage your Salesforce object records on customizable Kanban boards tailored to your unique business needs. Break free from Salesforce’s standard limitations—display more fields per card, manage unlimited records, and combine different data objects into a single, seamless workflow. Flexi Kanban is your ultimate tool for creating efficient, visually dynamic boards that transform the way you work and elevate your productivity! Why settle for a basic Kanban solution when you can have the power and flexibility of Flexikanban? Try it out today and experience the difference for yourself!

Top keywords

kanban5×3.70%
salesforce4×2.96%
boards3×2.22%
flexi2×1.48%
flexi kanban2×1.48%
kanban boards2×1.48%
productivity2×1.48%
records2×1.48%

Frequently asked

Common questions about this comparison

Is Financial and Revenue Intelligence Toolkit or Flexi Kanban cheaper?

Financial and Revenue Intelligence Toolkit is the cheaper option — it offers a free plan (free). Flexi Kanban starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose Financial and Revenue Intelligence Toolkit or Flexi Kanban?

AppRanks cannot separate these two on rating, because neither publishes one. Flexi Kanban does carry the larger published review base (26 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Financial and Revenue Intelligence Toolkit or Flexi Kanban?

Both apps are one-click installs from the Salesforce AppExchange. Flexi Kanban has the deeper published review base (26 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Financial and Revenue Intelligence Toolkit typically suits early-stage and growth-mode teams based on its published review base (0 reviews). Flexi Kanban typically suits early-stage and growth-mode teams based on its published review base (26 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

Can I migrate data between Financial and Revenue Intelligence Toolkit and Flexi Kanban?

Migration support varies by app and category. Financial and Revenue Intelligence Toolkit and Flexi Kanban both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Financial and Revenue Intelligence Toolkit" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

Financial and Revenue Intelligence Toolkit vs Flexi Kanban

Financial and Revenue Intelligence Toolkit

1. Listing metadata

Flexi Kanban

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. App details

Frequently asked

Is Financial and Revenue Intelligence Toolkit or Flexi Kanban cheaper?

Should I choose Financial and Revenue Intelligence Toolkit or Flexi Kanban?

Which is faster to set up, Financial and Revenue Intelligence Toolkit or Flexi Kanban?

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between Financial and Revenue Intelligence Toolkit and Flexi Kanban?

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