InsightSquared Reviews in June 2025: User Ratings, Pros & Cons

Great Sales Visualization Platform

What do you like best? Customizations for reporting and the visualizations that our team creates are easy to read and make insights off. What do you dislike? Usability could be better. It takes time to determine the best way to arrange your reports in this robust platform. Training and user experience learning is highly recommended. Recommendations to others considering the product: Look through some training beforehand and ask how others have done it in the past. Be thoughtful in ...

Smart, Concise Analytics

What do you like best? I like the interactive Dashboard that gives myself and our Management Team a "snapshot" of the company's performance metrics, by period and by person. What do you dislike? Bookings goal tracking is a little confusing. Would be easier if we could see tracking by Gross Margin, to get more accurate reports that would more closely match Gross Margin as reported on commission reports. Not sure if this can be done within the platform we are currently using. What ...

What would I do without InsightSquared?

What do you like best? InsightSquared is our one stop shop for revenue, analysis, and metrics. We also use InsightSquared to comment on any changes to our processes and get their thoughts on best practices we can implement. What do you dislike? InsightSquared is highly configurable and flexible. Sometimes that lets us get away with inferior processes. Also, we did not keep up to date with our InsightSquared customer success team and we lost out on some of the product improvements from ...

Invaluable tool

What do you like best? Tremendous visibility into the business. It really helps me run the business on a daily basis and gives me the information I need at a moment's notice. What do you dislike? So many reports...so little time. Wish I had the time to explore more of the stock reports offered. Recommendations to others considering the product: Be clear in what you are hoping to accomplish with the tool and they will help you get there. What problems are you solving with the ...

Amazing tool Salesforce Admins cannot live without!

What do you like best? InsightSquared provides reporting analysis on Sales Cloud data that you cannot come close to reproducing yourself in Salesforce. The reports they have pre-configured are extremely relevant and address a lot of the sales efficiency questions my executive leadership team needs the answers to. I especially like how engaging the charts are, and how easy it is to ask InsightSquared Support to customize report pivots for me. The Support team makes this tool extremely easy ...

Outstanding Analytics Platform

What do you like best? Easy to use, easy to find data, easy to use the data to coach sales reps. What do you dislike? Nothing. It is the best sales analytics platform I have ever used. What problems are you solving with the product? What benefits have you realized? Can easily show sales reps where they are doing well and areas they need to improve with respect to pipeline management, deals they have a higher likelihood to win, deals that are stalling or appear to be lost due to ...

Insight Squared Review

What do you like best? We use IS2 not only in Sales Operations but in other departments as well to manage pipeline, sales, activity, and the analytics behind it. The ways IS2 can be built into many different dashboards has helped us layer the ways we want to display our data. It has brought to life pictures we didn't know we needed. What do you dislike? I don't have anything negative to say, anything we cannot figure out, support or our AE will help us. If it is something they ...

Great Sales Tool

What do you like best? ability to track daily activity and monitor goals What do you dislike? sometimes cloudcall extension is slow to load active call times What problems are you solving with the product? What benefits have you realized? problems: real time tracking benefits: long term tracking

excellent

What do you like best? The user friendly platform and ability to see each month. What do you dislike? I wish it was direclty integrated with my salesforce so I could go to an opp directly from inisght square What problems are you solving with the product? What benefits have you realized? No problems. Excellent organizational and forcasting benefits

Great Analytics!

What do you like best? Ability to customize reports and track metrics. The integration with Bullhorn works very well. What do you dislike? It can be somewhat confusing to learn, and to modify/group activities. What problems are you solving with the product? What benefits have you realized? We track activity metrics for our sales, business development and recruiting teams. The software has allowed us to have frequent meetings to discuss performance and diagnose potential issues. ...