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

Excellent Platform

What do you like best? The visibility that we gain for our sales team is huge. And being able to accurately forecast our sales is very important and critical for our business. Looking at historical data and trends is also really easy to do. What do you dislike? There isn't a lot that I dislike about the platform. User friendly and gives me everything I need. What problems are you solving with the product? What benefits have you realized? Forecasting was one of our biggest and ...

Provides valuable insights and trends

What do you like best? The ease of running reports based on filters to show exactly the data we need. It is easily customizable to run reports by time-frame or by rep. What do you dislike? Occasionally the reports take too much time to load, and every so often there will be an error message, but they are few and far between. Other than that, it works as advertised. Recommendations to others considering the product: If you are looking to get a more comprehensive, detailed view of ...

InsightSquared is great for easy reporting

What do you like best? Functionality is easy to use - you know exactly what you are looking at. For the most part, things are customizable. What do you dislike? Customer service only wants to work in email. You can request calls but they only respond by email. It's impossible to get someone on the phone the same day. Don't come to them with something urgent. I used to have a standing call with the team and it was great! Morgan on the support team is excellent. After the call ...

Amazing insights that my CRM could not provide

What do you like best? The original use of this platform was to support the growth of a young team and leverage the actions that a person can do to make a reaction in the data. We leveraged this to help salespeople learn about their habits and how they can edit their actions to create the desired outcome. The platform also allows for predictive analysis of the pipe with an algorithm to share what deals are going well and which have flags against them based on the reps history. To be ...

Sales Operations Analyst

What do you like best? They are very open and helpful about how to use IS2 What do you dislike? There is alot of data and it can be overwhelming - I think the learning curve is the hardest part. What problems are you solving with the product? What benefits have you realized? Seeing key metrics that salesforce cant provide, also using dashboards to remind sales reps about updating CRM.

So Versatile & GREAT Customer Support

What do you like best? We love using InsightSquared as a company but in particular, as the Senior Operations Analyst, InsightSquared is a lifesaver for pulling reports and viewing our patterns. What do you dislike? There is a L O T of information and options; it can certainly be tough to become a master. Recommendations to others considering the product: InsightSquared has the BEST Customer Support! Don't be daunted by all of the information in IS - their support team is there to ...

Great Out-of-the-Box Analytics Features for Small/Medium Orgs

What do you like best? InsightSquared has provided, hands-down, the best ongoing customer success and support service of any vendor I've worked with. They've spent a lot of time and effort understanding our unique business needs and helping to tailor reports/dashboards and drive adoption well after the sale and initial implementation. What do you dislike? - Lack of legends on dashboard charts - Somewhat limited Admin functionality (requiring InsightSquared support for many changes) ...

Extremely professional SaaS for decision making in your sales process, marketing and more.

What do you like best? Insightsquared helped our sales team be better forecasters with the ability to visualize data about our individual and group performance to improve thanks to the real time metrics offered by this tool. It offers financial reporting capabilities that allow us to perform a thorough analysis of our sales pipeline and a whole list of features that improve the productivity of any team that wants to work in an organized way and seeks to scale their business in the future. ...

Deep Dive Into Your Pipeline

What do you like best? I am very new to the solution and am learning a lot about it still. However, what I have been able to do with it for insight (pun intended) into my pipeline has been very helpful. You can break down a report on your opportunities in a million different ways. What do you dislike? It is difficult to get a full understanding about the solution/ I think that I need more training . Recommendations to others considering the product: Do as much training as you ...

Nice graphics and easy to use

What do you like best? I like the graphical capabilities more than anything else in this platform. It is easy to run reports and compare data between periods, sales rep performance, overall company performance, etc... Drilling down is easy as is drilling into the underlying Salesforce data. Customer Success team is fantastic and incredibly responsive. What do you dislike? Forecasting continues to be a difficult task requiring a multi-disciplinary approach. What problems are you ...