Case Study: Edmit Streamlines Data Reporting and Analysis with Actiondesk

Edmit Simplifies Data Reporting and Analysis with Actiondesk

Edmit, an education company that helps families find the right college financial fit, was struggling with manual, siloed reporting across multiple data sources. The team needed a way to centralize data, streamline analysis, and improve collaboration. Actiondesk provided the reporting and analytics platform they used to bring key data together.

With Actiondesk, Edmit connected sources like HubSpot and PostgreSQL, created automatically refreshing dashboards and reports, and gave more employees access to data for self-serve analysis. Actiondesk helped improve visibility across the organization, support better data-driven decisions, and reduce the time and cost of reporting and analysis. Edmit now uses Actiondesk daily to track progress, monitor funnel metrics, and collaborate more effectively.

Edmit

Beth Goulet

Director of Revenue Operations