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Business FinanceTop 10 Best Metric Software of 2026
Explore the top 10 best metric software tools.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Jirav
Metric Library with reusable KPI definitions across reporting, goals, and forecasting workflows
Built for finance and RevOps teams standardizing KPIs for planning and performance reviews.
Corporater
Configurable KPI targets with deviation alerts inside recurring performance workflows
Built for teams using Salesforce for KPI tracking and structured performance reviews.
Planful
Driver-based planning linked to consolidation and close workflows in a unified model
Built for enterprises needing KPI-linked planning, consolidation, and governed close workflows.
Related reading
Comparison Table
This comparison table evaluates leading metric software platforms, including Jirav, Corporater, Planful, Anaplan, Workiva, and other top tools. Readers can use the rows to compare core capabilities for performance management, planning and reporting workflows, and how each platform supports finance, strategy, and KPI tracking needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Jirav Automates KPI and business metrics reporting with financial planning, forecasting, and variance analysis workflows for finance teams. | finance planning | 8.6/10 | 9.0/10 | 8.2/10 | 8.4/10 |
| 2 | Corporater Consolidates performance metrics and executive reporting using budgeting, planning, and KPI dashboards built for business finance operations. | executive reporting | 7.9/10 | 8.3/10 | 7.4/10 | 7.8/10 |
| 3 | Planful Delivers connected planning and performance management that turns business metrics into repeatable forecasts and close-ready reporting. | performance management | 8.0/10 | 8.4/10 | 7.6/10 | 7.8/10 |
| 4 | Anaplan Models and tracks business metrics with scenario planning and connected planning so finance can drive forecasting and operational performance. | connected planning | 8.2/10 | 8.8/10 | 7.7/10 | 7.9/10 |
| 5 | Workiva Manages financial reporting metrics with audit-ready workflows that connect data preparation, reporting, and compliance tasks. | reporting automation | 8.1/10 | 8.6/10 | 7.6/10 | 7.8/10 |
| 6 | Pigment Builds metric-driven planning models that support forecasting, scenario analysis, and KPI reporting for finance organizations. | driver-based planning | 8.0/10 | 8.6/10 | 7.8/10 | 7.5/10 |
| 7 | Board Creates metric and financial dashboards with budgeting, forecasting, and performance management built for business finance reporting. | analytics dashboards | 7.9/10 | 8.4/10 | 7.8/10 | 7.3/10 |
| 8 | Causal Links KPI and financial metrics to goals with forecasting and performance visualization to measure progress across business initiatives. | KPI tracking | 8.1/10 | 8.6/10 | 7.7/10 | 7.8/10 |
| 9 | Klipfolio Builds customizable KPI dashboards that pull business finance and operational metrics from multiple data sources into one view. | dashboarding | 7.7/10 | 8.2/10 | 7.8/10 | 6.9/10 |
| 10 | Mode Turns business metrics into governed analytics with SQL-driven dashboards, metric definitions, and collaborative reporting for finance. | analytics and metrics | 7.5/10 | 7.9/10 | 7.6/10 | 6.9/10 |
Automates KPI and business metrics reporting with financial planning, forecasting, and variance analysis workflows for finance teams.
Consolidates performance metrics and executive reporting using budgeting, planning, and KPI dashboards built for business finance operations.
Delivers connected planning and performance management that turns business metrics into repeatable forecasts and close-ready reporting.
Models and tracks business metrics with scenario planning and connected planning so finance can drive forecasting and operational performance.
Manages financial reporting metrics with audit-ready workflows that connect data preparation, reporting, and compliance tasks.
Builds metric-driven planning models that support forecasting, scenario analysis, and KPI reporting for finance organizations.
Creates metric and financial dashboards with budgeting, forecasting, and performance management built for business finance reporting.
Links KPI and financial metrics to goals with forecasting and performance visualization to measure progress across business initiatives.
Builds customizable KPI dashboards that pull business finance and operational metrics from multiple data sources into one view.
Turns business metrics into governed analytics with SQL-driven dashboards, metric definitions, and collaborative reporting for finance.
Jirav
finance planningAutomates KPI and business metrics reporting with financial planning, forecasting, and variance analysis workflows for finance teams.
Metric Library with reusable KPI definitions across reporting, goals, and forecasting workflows
Jirav stands out by turning finance and operational data into standardized metrics for planning, forecasting, and performance reviews. It supports automated KPI calculation across teams using imports from common data sources and flexible metric definitions. Core capabilities include metric libraries, driver-based views, goal tracking, and reporting workflows that align department performance to targets. The platform emphasizes repeatable metric setups over custom dashboards that require continuous manual maintenance.
Pros
- Centralized metric definitions reduce inconsistencies across teams
- Automated KPI calculations streamline forecasting and monthly reporting
- Driver-based views link performance metrics to underlying inputs
- Goal tracking keeps targets connected to actual outcomes
Cons
- Metric configuration depth can feel heavy for simple reporting needs
- Workflow setup takes discipline to maintain consistent data inputs
- Less suited for highly custom dashboard experiences without standard metrics
Best For
Finance and RevOps teams standardizing KPIs for planning and performance reviews
More related reading
Corporater
executive reportingConsolidates performance metrics and executive reporting using budgeting, planning, and KPI dashboards built for business finance operations.
Configurable KPI targets with deviation alerts inside recurring performance workflows
Corporater is distinct for turning Salesforce data into measurable company performance through configurable dashboards and guided workflows. Core capabilities include KPI design, metric rollups across teams, and alerts that surface deviations from targets. The platform also supports role-based views so executives, managers, and operators see the metrics relevant to their responsibilities.
Pros
- Strong KPI dashboards with target tracking and trend visuals
- Workflow-based reviews help standardize recurring performance check-ins
- Role-based metric views reduce clutter for different team types
Cons
- Metric setup depends on clean source data in connected systems
- Complex rollups can feel rigid without deeper customization options
- Reporting workflows require some admin tuning to stay aligned
Best For
Teams using Salesforce for KPI tracking and structured performance reviews
Planful
performance managementDelivers connected planning and performance management that turns business metrics into repeatable forecasts and close-ready reporting.
Driver-based planning linked to consolidation and close workflows in a unified model
Planful stands out with strong consolidation and close workflow support tied to corporate performance planning and operational budgeting. The platform unifies financial planning, forecasting, and reporting in a single data model with multi-entity structures and role-based controls. Metric-style use cases are supported through KPI management, dashboards, and scenario-based planning that can trace targets to drivers. Automated versioning, audit trails, and approval workflows help teams standardize how metrics move from draft to final numbers.
Pros
- Consolidation and close workflows integrated with planning and KPI reporting
- Scenario planning supports driver-based metric changes across multi-entity structures
- Approval workflows and audit trails improve governance for metric updates
Cons
- Model setup and mappings require significant admin and data governance effort
- UI can feel complex for teams focused only on lightweight KPI dashboards
- Advanced configuration can slow onboarding for smaller metric programs
Best For
Enterprises needing KPI-linked planning, consolidation, and governed close workflows
Anaplan
connected planningModels and tracks business metrics with scenario planning and connected planning so finance can drive forecasting and operational performance.
Anaplan Model Builder for multidimensional calculations and reusable planning structures
Anaplan stands out with a model-first approach that links planning logic to live metrics across teams. It supports multidimensional planning models, scenario management, and collaborative workflows for budgeting, forecasting, and workforce planning. Its platform emphasizes governed data modeling and fast calculation over spreadsheets, with strong support for updating models via imports and integrations. Visual building tools help non-developers shape planning applications while maintaining consistency.
Pros
- Multidimensional planning models enable fast, repeatable calculations across business metrics
- Scenario management supports controlled what-if analysis for budgeting and forecasting cycles
- Collaboration and workflow features streamline approvals and accountable planning processes
- Model governance tools reduce structural drift compared with spreadsheet-heavy planning
Cons
- Modeling complexity requires skilled architects and disciplined design standards
- Advanced customization can feel constrained outside Anaplan’s modeling patterns
- Integration and data readiness work can dominate project timelines
Best For
Enterprises needing governed, scenario-driven planning models with workflow approvals
Workiva
reporting automationManages financial reporting metrics with audit-ready workflows that connect data preparation, reporting, and compliance tasks.
Wdata-to-document linking with continuous updates across spreadsheets and reports
Workiva stands out for connecting spreadsheets, documents, and reporting workflows with controlled, traceable data linking. Core capabilities include automated data-to-narrative updates, collaborative report drafting, and audit-friendly change tracking across connected work products. Strong governance features support compliance workflows where the same data must reconcile across many versions and contributors. The platform also provides orchestration for recurring reporting processes with role-based access and structured approval paths.
Pros
- Strong document-data linking keeps reports synchronized across updates
- Audit trails and traceability support compliance-heavy reporting workflows
- Role-based collaboration enables controlled drafting and approvals
- Workflow orchestration reduces manual reconciliation across versions
Cons
- Best results require disciplined data modeling and structured documents
- Setup and linking overhead slows down exploratory analysis
- Complex reporting structures can feel heavy for smaller teams
Best For
Compliance-focused reporting teams needing traceable, linked data narratives
Pigment
driver-based planningBuilds metric-driven planning models that support forecasting, scenario analysis, and KPI reporting for finance organizations.
Driver-based planning with scenario modeling and KPI linkage
Pigment stands out with a modeling-first budgeting and planning workflow that connects drivers, scenarios, and targets in one system. Core capabilities include driver-based planning, scenario management, what-if analysis, and KPI calculation with role-based access controls. The platform also supports data ingestion from spreadsheets and business systems to keep planning outputs aligned with operational metrics.
Pros
- Driver-based planning ties assumptions directly to KPIs
- Scenario and version management supports structured what-if analysis
- Integrated modeling reduces manual spreadsheet reconciliation
- Role controls and structured workflows support governance
Cons
- Model design work can be heavy for small teams
- Scenario complexity increases effort for ongoing maintenance
- Advanced configurations can limit speed for ad hoc analysis
Best For
Mid-market planning teams needing driver models and governed scenarios
More related reading
Board
analytics dashboardsCreates metric and financial dashboards with budgeting, forecasting, and performance management built for business finance reporting.
In-database calculation model that powers both dashboards and planning scenarios
Board stands out for its self-serve analytics experience built around highly visual dashboards and interactive planning workflows. It combines multi-dimensional data modeling with real-time dashboarding and collaborative sharing for business users. Board also supports planning and budgeting use cases via configurable calculation layers and workflow-driven processes. The result is a single environment for analysis and operational performance management instead of split tooling.
Pros
- Visual dashboarding with interactive drill-down for fast stakeholder consumption
- Planning and forecasting capabilities embedded alongside analytical reporting
- Strong calculation and data modeling support for complex KPI logic
- Collaboration features make shared reporting and guided review straightforward
Cons
- Configuration depth can slow down onboarding for new model builders
- Advanced modeling requires more governance than simpler BI tools
- Large-scale performance depends heavily on model design choices
Best For
Teams building analytics plus budgeting and forecasting with strong KPI governance
Causal
KPI trackingLinks KPI and financial metrics to goals with forecasting and performance visualization to measure progress across business initiatives.
Causal modeling workspace that converts assumptions into estimate pipelines
Causal stands out with a visual workflow for defining causal models and translating them into executable measurement logic. It supports experiment and causal effect tracking with modeling controls for confounding and identification assumptions. Core capabilities focus on turning business questions into structured causal estimates, then monitoring those estimates over time as data and events change.
Pros
- Visual causal modeling workflow makes identification choices easier to manage
- Supports turning causal questions into reusable measurement logic
- Tracks causal estimates over time for iterative decision-making
Cons
- Requires causal thinking to get reliable results from assumptions and data
- Model setup can feel heavier than standard BI metrics work
Best For
Teams needing causal impact measurement beyond standard dashboards
Klipfolio
dashboardingBuilds customizable KPI dashboards that pull business finance and operational metrics from multiple data sources into one view.
Threshold-based KPI alerts that notify owners when metrics cross defined limits
Klipfolio stands out for turning KPI metrics into interactive dashboards and live scorecards built from connected data sources. It supports a drag-and-drop builder for visual widgets like charts, tables, and filters, plus alerting for metric thresholds. The platform also offers templated dashboard experiences and a sharing workflow suited to recurring reporting. Overall, it targets organizations that need consistent KPI views across marketing, sales, support, and operations data.
Pros
- Strong dashboard builder with flexible charts, tables, and interactive filters
- Broad connector support for pulling KPIs from common SaaS and data sources
- Threshold alerts help teams catch KPI issues without manual checks
Cons
- Dashboard setup can become complex when modeling many metrics and dimensions
- Limited advanced analytics depth compared with dedicated BI platforms
- Governance and performance tuning can require hands-on dashboard design
Best For
Teams needing KPI dashboards and alerting across multiple business functions
Mode
analytics and metricsTurns business metrics into governed analytics with SQL-driven dashboards, metric definitions, and collaborative reporting for finance.
Mode Metrics Layer for consistent, reusable metric definitions across analytics
Mode stands out with a tight focus on metrics and dashboards that stay connected to a modeled semantic layer. It supports metric definitions, role-based access, and exploration workflows for building reports without repeatedly rewriting logic. Mode also provides guided analysis and notebook-style exploration that pairs narrative context with data queries.
Pros
- Central metric layer keeps definitions consistent across dashboards and analyses
- SQL-ready workflow supports both guided exploration and custom queries
- Notebook-style analysis links charts, tables, and commentary in one place
Cons
- Best results depend on clean upstream models and well-defined metrics
- Advanced customization can require deeper SQL and semantic-layer knowledge
- Collaboration and governance may feel heavy for smaller reporting needs
Best For
Teams standardizing metrics with modeled semantics for dashboard reporting
Conclusion
After evaluating 10 business finance, Jirav stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Metric Software
This buyer’s guide covers how to choose metric software for standardized KPI definitions, driver-based planning, scenario workflows, and audit-ready reporting. It compares Jirav, Corporater, Planful, Anaplan, Workiva, Pigment, Board, Causal, Klipfolio, and Mode using concrete capability differences from their reviewed feature sets.
What Is Metric Software?
Metric software turns business data into repeatable KPI definitions and operational reporting workflows so teams can plan, forecast, track goals, and review performance consistently. It solves inconsistent metric calculations across teams by centralizing metric logic, then connects those metrics to planning scenarios and approvals. It also reduces manual reconciliation by linking data to dashboards, documents, and recurring performance check-ins. Tools like Mode and Jirav show how a shared metric layer and reusable KPI definitions can drive analytics and planning without rewriting logic every time.
Key Features to Look For
The fastest way to narrow the field is to match required metric workflows to concrete capabilities like reusable KPI logic, driver-based planning, and governance for approvals.
Reusable metric libraries and centralized KPI definitions
Look for reusable KPI definitions that prevent teams from calculating the same metric differently in separate dashboards. Jirav centers on a Metric Library with reusable KPI definitions across reporting, goals, and forecasting workflows, and Mode provides a Metrics Layer that keeps metric definitions consistent across analytics.
Driver-based metric planning and what-if scenarios
Choose tools that tie assumptions to KPIs so forecasting updates automatically when drivers change. Planful links driver-based planning to consolidation and close workflows in a unified model, and Pigment uses driver-based planning with scenario modeling and KPI linkage.
Scenario management with governed versioning and approvals
Metric programs need controlled scenario changes and traceable updates during forecasting cycles. Anaplan supports scenario management for controlled what-if analysis with collaborative workflows and approvals, and Planful adds automated versioning, audit trails, and approval workflows for metric updates.
Deviation alerts tied to targets inside recurring performance workflows
Metric software should surface when performance moves away from goals inside the workflow cadence, not as an afterthought. Corporater provides configurable KPI targets with deviation alerts inside recurring performance workflows, and Klipfolio adds threshold-based KPI alerts that notify owners when metrics cross defined limits.
Audit-ready traceability and linked reporting artifacts
Compliance-heavy teams need traceability that connects underlying data changes to the reporting narrative and approvals. Workiva stands out with Wdata-to-document linking with continuous updates across spreadsheets and reports plus audit trails and traceability for compliance workflows.
Single environment for dashboards plus planning calculations
Avoid splitting KPI dashboards from the planning model when stakeholders need both analysis and forecasting in one place. Board uses an in-database calculation model that powers both dashboards and planning scenarios, and Board also supports interactive drill-down for fast stakeholder consumption.
How to Choose the Right Metric Software
Selection should start with the metric workflow outcome, then confirm the tool supports the exact mechanics for metric logic, planning scenarios, and governance.
Map required KPI governance to the right metric logic model
If KPI definitions must stay consistent across reporting and planning, prioritize Mode Metrics Layer or Jirav Metric Library workflows. Jirav centralizes reusable KPI definitions across reporting, goals, and forecasting, while Mode keeps metric definitions connected to SQL-driven analytics so teams avoid rewriting logic for each dashboard.
Match your planning style to driver-based or model-first calculation
Teams that want assumption-to-KPI forecasting should compare Planful and Pigment for driver-based planning tied to KPIs. Planful links driver-based metric changes to consolidation and close workflows in a unified data model, while Pigment combines driver-based planning with scenario and version management plus role controls.
Pick scenario and approval capabilities that fit governance depth
For enterprises that require controlled what-if analysis with approvals, Anaplan and Planful provide scenario management plus collaborative workflows for budgeting and forecasting cycles. Planful adds automated versioning, audit trails, and approval workflows, and Anaplan emphasizes model governance tools that reduce structural drift compared with spreadsheet-heavy planning.
Decide whether deviation alerts belong in performance workflows or dashboards
If deviations must appear inside recurring review sessions, Corporater is built around guided workflow-based reviews with deviation alerts against KPI targets. If alerting needs to span many business functions on live scorecards, Klipfolio’s threshold-based KPI alerts notify owners when metrics cross defined limits.
Validate your reporting and compliance linking requirements
For compliance-heavy reporting that requires traceable narratives linked to data updates, Workiva provides Wdata-to-document linking with continuous updates across spreadsheets and reports plus audit-friendly change tracking. For teams that need narrative tied to data but not full compliance workflows, Workiva’s role-based collaboration and workflow orchestration still supports controlled drafting and approvals.
Who Needs Metric Software?
Metric software fits organizations that must standardize KPI logic, operationalize planning scenarios, and run repeatable performance reviews across teams.
Finance and RevOps teams standardizing KPIs for planning and performance reviews
Jirav is designed to automate KPI and business metrics reporting with flexible metric definitions, metric libraries, goal tracking, and driver-based views that connect performance to underlying inputs. Mode also supports metric standardization through a governed semantic layer that keeps dashboard logic consistent across analyses.
Teams using Salesforce for KPI tracking and structured performance reviews
Corporater is built around configurable dashboards and guided workflows that turn Salesforce data into measurable company performance with KPI rollups and deviation alerts. Its role-based metric views help executives, managers, and operators see relevant metrics without clutter.
Enterprises needing KPI-linked planning, consolidation, and governed close workflows
Planful combines planning, forecasting, and close workflow support in a single data model with multi-entity structures and role-based controls. Planful’s driver-based scenario planning connects targets to driver changes, and it adds automated versioning, audit trails, and approval workflows.
Compliance-focused reporting teams needing traceable, linked data narratives
Workiva best matches teams that must reconcile reporting outputs across spreadsheets and contributors with audit-ready workflows and traceable data linking. Its Wdata-to-document linking keeps reports synchronized across updates while orchestration supports recurring reporting processes.
Common Mistakes to Avoid
Common failures usually come from choosing a tool that does not match required governance depth, scenario mechanics, or alerting workflow expectations.
Building metric logic in dashboards without a reusable metric definition layer
Teams that rely on dashboard-only logic often end up with inconsistent KPI calculations across reporting and planning workflows. Jirav and Mode both center on reusable or governed metric definitions so teams can reuse the same KPI logic across multiple workflows.
Underestimating the governance effort required for model-based planning and mappings
Planful and Anaplan require significant admin and data governance effort for model setup and mappings, and their modeling complexity depends on disciplined design standards. Pigment also involves model design work that can feel heavy for smaller teams when scenarios grow in complexity.
Expecting a highly customized dashboard experience from tools built around standardized metric structures
Jirav is less suited for highly custom dashboard experiences without standard metrics, and Board onboarding can slow down when configuration depth is required for complex models. Klipfolio can also become complex when modeling many metrics and dimensions, so teams should scope KPI complexity early.
Choosing causal measurement tooling without causal thinking and identification discipline
Causal impact modeling requires causal thinking for reliable assumptions and data, and Causal’s model setup can feel heavier than standard BI metrics work. Teams that only need descriptive KPI reporting should prioritize tools like Klipfolio or Mode for dashboarding and metric consistency.
How We Selected and Ranked These Tools
We evaluated every tool on three sub-dimensions. Features carry weight 0.40, ease of use carries weight 0.30, and value carries weight 0.30. The overall score is the weighted average of those three values using overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. Jirav separated itself with a concrete feature advantage in reusable KPI definitions through its Metric Library, and that feature directly supports consistent KPI automation across reporting, goals, and forecasting workflows.
Frequently Asked Questions About Metric Software
Which metric software best standardizes KPIs across finance and operational reviews?
Jirav standardizes KPI definitions for planning, forecasting, and performance reviews using a Metric Library shared across reporting, goals, and driver-based views. It favors repeatable metric setup over continuously maintained custom dashboards, which keeps departmental metrics aligned to targets.
What tool is the strongest fit for turning Salesforce data into measurable company performance?
Corporater turns Salesforce data into KPI tracking through configurable dashboards and guided performance workflows. It adds KPI rollups across teams, role-based metric views for executives and operators, and deviation alerts when targets slip.
Which platform supports governed close workflows that link metrics to consolidation and budgeting?
Planful unifies financial planning, forecasting, and reporting in a single model that supports multi-entity structures and role-based controls. It connects driver-based KPI management to scenario planning and close workflows with automated versioning, audit trails, and approval paths.
Which metric software is best for multidimensional, scenario-driven planning with collaborative approvals?
Anaplan uses a model-first approach that links planning logic to live metrics across teams. Its multidimensional models, scenario management, and workflow approvals are built to reduce spreadsheet drift while keeping calculations fast and consistent.
Which option is designed for compliance reporting where linked data and audit trails must reconcile across documents?
Workiva connects spreadsheets, documents, and recurring reporting workflows using traceable data linking. Its automated data-to-narrative updates and change tracking support compliance scenarios where multiple contributors must reconcile the same underlying numbers.
Which tools handle driver-based planning and KPI linkage for scenario what-if analysis?
Pigment and Planful both emphasize driver-based planning that ties scenarios to KPI outputs. Pigment connects drivers, scenarios, and targets with role-based access controls, while Planful extends that pattern into consolidation and close workflows inside its unified data model.
Which metric software combines interactive, visual analytics with planning and budgeting in a single environment?
Board combines highly visual dashboards with interactive planning workflows in one environment. Its in-database calculation model supports configurable calculation layers and workflow-driven budgeting, avoiding split tooling between analytics and operational performance management.
Which platform supports causal impact measurement beyond standard dashboard reporting?
Causal focuses on causal modeling, translating business questions into executable measurement logic. It supports experiment and causal effect tracking with controls for assumptions and confounding, then monitors estimated effects over time as data and events change.
Which tool is strongest for KPI scorecards, threshold alerts, and consistent dashboards across functions?
Klipfolio builds interactive dashboards and live scorecards from connected data sources using a drag-and-drop widget builder. It also adds threshold-based KPI alerts and templated dashboard experiences for marketing, sales, support, and operations.
Which option helps teams keep metric logic consistent across analytics by using a modeled semantic layer?
Mode keeps metric definitions connected to reporting through a modeled metrics layer. It supports role-based access and exploration workflows so teams reuse metric logic instead of rewriting calculations, which reduces inconsistencies across dashboards and notebook-style analysis.
Tools reviewed
Referenced in the comparison table and product reviews above.
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