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

Cool tool for RevOps teams

What do you like best? Ability to quickly report and display important metrics, allowing the team to focus on the "why" What do you dislike? Customization and digging deep into the "why" appears limited and difficult Recommendations to others considering the product: Export underlying data for deeper analyses What problems are you solving with the product? What benefits have you realized? Standardizing the reporting process across the revenue engine. Reduced time in reporting, more time ...

Easiest tool for ARR

What do you like best? Lets face it, ARR reporting is hard. This makes is simple and users can help themselves. No need for a team of analysts, it is just configure and on you go. The customer support is the best! What do you dislike? Sometimes the logic is hard to explain but once you get it, it is beautiful What problems are you solving with the product? What benefits have you realized? ARR and New ARR reporting.. pushing all that out to the users.

Sales Operations

What do you like best? How quickly you can slice and dice the data to get beautiful visulations. The dashboard is very powerful What do you dislike? I've only been using the tool for 2 weeks. What problems are you solving with the product? What benefits have you realized? Sales activities, quotas, where are the gaps

Great for getting started

What do you like best? Out of the the box, it comes with plenty of reports as a jumping off point. The visuals are great and friendly for management. What do you dislike? Not extremely easy to tailor on your own. A lot of times you need to reach out to their support to accomplish specific changes. What problems are you solving with the product? What benefits have you realized? Conversion rates, pipeline visibility, inflow outflow, etc.

Highly *insightful* solution for transaction businesses models

What do you like best? Out of the box insights to the data that takes hours or days to create in SFDC. Strong focus on SaaS business visibility. Configurable enough to support most business without full-on customization. Recent addition of roll-up forecasting is great. What do you dislike? Struggle to predict non-transaction business. What problems are you solving with the product? What benefits have you realized? Forecast visibility---Roll-up forecast allows better prediction of ...

The Data We All Need

What do you like best? The insights we receive as a business from insight squared are very impactful. It helps us identify our short comings before they happen, Coach reps appropriately, and take a deeper dive into the the historical data. We also save so much time running reports by having the prefabricated reports available to us. We love the over all interface and the user experience is great! What do you dislike? i wish sometimes we could combine some of the prefabricated reports so ...

Excited

What do you like best? InsightSquare is super easy to use. At a push of a button you have reports to help plan your sales future. What do you dislike? All is good with the me and still a very happy customer What problems are you solving with the product? What benefits have you realized? HOw to help push sales rep to meet their goals and when to accurately determine a true deal.

Dashboard/Reporting tool for the modern SaaS company

What do you like best? IS2 provides me with ready made, tested reporting tools and dashboard capabilities. It supplements our organizations heavy Salesforce dependency with a tool that allows me to create easily digestable pages of information for our C team What do you dislike? InsightSquared could provide some additional capabilities around existing Salesforce capabilities, like opportunity splits. While there are some solutions around this, it doesn't provide me full scale abilities ...

Metric-Driven Sales Team Must-Have Tool

What do you like best? I can dig into every aspect of our sales cycle, behavior patterns of each sales person and stay goal oriented. I love how I can send reports to co-workers, team leaders or consultants outside the organization on a regular basis. The dashboards give me team a quick glance as to what is going on and the ability to dig in further if needed. We used Salesforce dashboard/reports prior which cannot hold a candle to the ease and information IS2 can give you in half in the ...

Highly recommend InsightSquared to any Sales Organization

What do you like best? Reducing reporting from excel down to an instanteanously updated dashboard within InsightSquared What do you dislike? The challenge we have is adoption across the entire sales org. What problems are you solving with the product? What benefits have you realized? Replacing a massive excel file which takes hours to produce down to reports that are set it and forget it.