InsightSquared Reviews in July 2026: User Ratings, Pros & Cons

Great out-of-the-box but misses some key features

What do you like best? IS2 is great at creating dashboards for multiple people and maintaining them easily. It also links easily with SFDC making filtering easy. You can easily create goals for different parts of the organization and upload them regularly The ability to dive into one metric to understand how it is calculated / made up is valuable What do you dislike? Slow at data refreshes which makes it difficult to show activity level leaderboards. Inability to customize data ...

Good, Powerful Solution...If You Know How To Leverage

What do you like best? InsightSquared has been good, and is strong for providing insights into Sales KPI's and metrics related to our Sales team. I have been thrilled with the ease of running canned reports and quickly getting data and insights for our sales team and individual sales representatives. What do you dislike? I have run into the most difficulty with non-canned reports and capturing data, analytics and information for those unique cases where we are asked for specific data. ...

Bridging the Gap Between Marketing Analytics and Insight

What do you like best? What I like most about InsightSquared is the ability to bridge the gap between data stores and create more compelling data narratives that individual systems cannot provide. As a Digital Marketer, we do not shoot from the hip - our mission is to provide context to data points and make data-driven decisions to drive growth within our organizations. InsightSquared provides the method and the technology to visualize data in ways we could not before. This includes ...

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 - ...

Fantastic Reporting and Metrics

What do you like best? InsightSquared is an essential tool to add on to your Salesforce instance. It takes all of your data and immediately creates useful and easy to parse reports for your team. Reports that are far easier to read and interact with than Salesforce's. It's also easy to create new reports and have the system return exactly what you're looking for. The customer support and service has been great, and I always get a quick reply back when I send in a ticket. What do you ...

Salesforce data with historical insight

What do you like best? InsightSquared is simple to setup and easy to use for our executive teams. I like that their is a native 15 minute pull for data from Salesforce and that the help from the whole InsightSquare team has been great. What do you dislike? There is still a good amount of features that an admin cannot do without InsiqhtSquared. We have also seen issue where adding columns to cards on a dashboard means you have to fully delete and recreate the card. Also have major issues ...

Fantastic Team and Reports

What do you like best? The InsightSquared team is the best part about their product. They are always recommending new reports for us to try. They contribute and give ideas that we actually implement at our company. New features are always popping up. They frequently check in and actually listen to our feedback. What do you dislike? There's not too much to dislike. Sometimes the out-of-box reporting does not always fit our needs but they work with us to find or create something that fits ...

Fantastic insights to run your sales org

What do you like best? InsightSquared gives me excellent insights at both the macro and micro level. I can holistically see how we are doing as a company but instantly drill down to an individual rep to pinpoint strengths or weaknesses. InsightSquared has both executive adoption to help manage and run revenue operations but also front line support. Sales managers love the ability to roll up forecasts and be more accurate but also individual reps can manage themselves. Our revenue ...

Insights on Demand

What do you like best? I'm able to enable sales leadership and stakeholders with the ability to answer questions on demand. IS2 has greatly reduced the late night requests and has enabled people to get answers and move on quickly What do you dislike? Scorecard and quota reporting has proven to be a bit of a pain. I do not like that there is no ability ti set "ramping" quotas or zero quota months without tossing off % attainment or deals from showing at all. I would also like more ...

Gamechanging visibility into our business

What do you like best? InsightSquared comes out of the box (with mild configuration with the ability to tell you more about your business than you had ever known. We suddenly had answers to questions we didn't know to ask prior to implementation. The tool is very easy for admins and managers to navigate the report library to find answers to any questions they have about the business. The InsightSquared implementation team was also phenomenal. They were extremely consultative to help us ...