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

useful but not life changing

What do you like best? the predictive elements based on existing data What do you dislike? only connects to salesforce and not customizable Recommendations to others considering the product: Make sure it aligns with your revenue recognition What problems are you solving with the product? What benefits have you realized? keeping track of account level ARR data. it saves me some time doing reports. Also we do better projections and forecasting (manual

Sales Operations

What do you like best? The time I save using the pipeline visuals vs. creation and maintenance of those same artifacts in Excel or worse What do you dislike? Report views are pretty rigid, hard to get at exactly what we need sometimes. Forecast module and risk based pipeline are big needs we can't solve for yet in IS2 What problems are you solving with the product? What benefits have you realized? The time I save using the pipeline visuals vs. creation and maintenance of those same ...

Best practices for sales performance management

What do you like best? Out of the box reporting is well-organized, allowed us to ramp up high-quality reports quickly What do you dislike? Customization can be difficult or require reaching out to InsightSquared support What problems are you solving with the product? What benefits have you realized? Developing a consistent view into sales and marketing performance management

Great for out-of-the-box reports

What do you like best? The ability to access common reports, set default filters for the org, & create useful dashboard What do you dislike? There's limited flexibility in some areas, the support team still needs to make a number of changes, & the UI needs a refresh (SFDC lightning dashboards put IS2 dashboards to shame Recommendations to others considering the product: I believe that every user whose info will be pulled into the platform requires a license. What problems are you ...

G2 Happiness

What do you like best? Transprency and maximizing efficiency for my sales team is the day to day positives. What do you dislike? I Love this product ever so much thank you. What problems are you solving with the product? What benefits have you realized? Marketing KPI's/Forecasting

A great product that keeps getting better

What do you like best? InsightSquared is a easy to use tool with insight into the sales org. The new marketing program is getting better everyday. The ability to pull data sets from salesforce into one report. What do you dislike? The current limitations of the marketing dashboard Recommendations to others considering the product: Great product that has a lot of data What problems are you solving with the product? What benefits have you realized? Insight into reporting that cant be ...

Best Way to View Your Historical Sales Data and Key Pipeline Stats

What do you like best? Our company was frustrated by the limited options for slicing & dicing of sales data (both closed Opps & open pipeline within Salesforce, and InsightSquared has really changed our ability to conduct useful analytics. Our VP of Sales is having much more effective 1:1 meetings with our reps using InsightSquared. In addition, we've struggled with the responsiveness and helpfulness of our Account Managers at Salesforce, but we've had really great, helpful interactions ...

InsightSquared

What do you like best? The Certification Courses were extremely helpful in uncovering insights the platform can uncover What do you dislike? Many of the breakout sessions were presented from a high-level, conceptual standpoint. I would have prefered more attention paid to the mechanics of how to improve pipeline velocity, enhance metrics, etc. What problems are you solving with the product? What benefits have you realized? Pipeline velocity, supporting intuitive beliefs with historical ...

An excellent tool

What do you like best? Snapshot reporting, wonderful staffs and response to our queries on time What do you dislike? Have been the using the tool for a year now, Nothing specific that I dislike What problems are you solving with the product? What benefits have you realized? I like the way it snapshots our CRM data at different points in time. Helps with several snapshot reporting we are looking for and provides a great view of data over time.

Great out-of-the box use

What do you like best? Easy to manipulate the charts; "insights" I wouldn't have uncovered otherwise; responsive account manager What do you dislike? Minimal customization of charts, inability to create own reports, big learning curve to understand where everything is located on the site What problems are you solving with the product? What benefits have you realized? Sales forecasting. We are regularly viewing unique reports that would be very difficult to create from Salesforce