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

Unparalleled Insights! Pun intended

What do you like best? The visibility and ease of use. Really allows insights that help drive behaviors and the ability to lead and manage so fluidly! What do you dislike? not much at all. You guys and gals have got it going on over there Recommendations to others considering the product n/a What business problems are you solving with the product? What benefits have you realized? n/a

Great Product for a Sales Team

What do you like best? InsightSquared does a fantastic job telling a full story with sales metrics. It fills the gap on metrics that isn't out of the box in Salesforce. The platform gives great insight on how our sales team is performing and where the areas of weakness are. What do you dislike? It isn't as customizable as I would like it to be. There are times I wish I had the ability to go in and change some of the filters or fields that are displayed. Recommendations to others ...

Great insights but not very customizable

What do you like best? InsightSquared provides great insight into pipeline growth/melt, individual rep performance and pipeline stages where deals are stalling. This is has also helped our team to better understand deal progression patterns and improve the accuracy of our forecasts. What do you dislike? The implementation process felt artificially long and didn't get our team to the launch point we desired. Also, the system is not very flexible and allows for very little customization ...

President/CEO

What do you like best? IS2 provides our team a clear way to look at what is working and what is not. The ability to sort and graph data makes it easily presentable when activity issues arise. We are able to predict revenue based on some general assumptions. The ability to look at data as a company, division, group or individual is ideal. We are able to clearly demonstrate to new hire how the right activities will translate into commissions for them. What do you dislike? Only wish would be ...

Easy to Use Executive Analytics

What do you like best? On-point pre-built analytics for CROs and Sales VPs. Powerful visualizations that provide insight into your pipeline and forecast. Dashboards arrange the analytics (both pre-built and configured to support topics or processes. Data stays refreshed from Salesforce CRM within 20 minutes. What do you dislike? Insight Squared tracks history on only a few fields rather than capturing true snapshots. As such, the analytics can be misleading if you aren't clear what you ...

Great Experience

What do you like best? The data is displayed in such a way where Sales folks can analyze and predict future closings. The Sales pipeline analysis does a great job of showing management how they are likely to perform. What do you dislike? There wasn't much to dislike. I think having an easier way to import data (it's not hard currently would help a novice user not need any technical skills to get the data represented in the way they're looking for. Recommendations to others considering the ...

Polished and powerful reporting interface for Salesforce

What do you like best? The dashboard UI model works as you would expect it to and the standard reports are useful, easy to customize. Both Custom objects and fields (once configured and Native Salesforce objects are handled comprehensively across the axes of Sales Bookings, Sales Revenue, Marketing, and Demand Gen., allowing different teams to operate appropriately. UX makes sense for daily things like making a quick change to filters. To say it's better than Salesforce's standard ...

Great insights but not very customizable

What do you like best? InsightSquared provides great insight into pipeline growth/melt, individual rep performance and pipeline stages where deals are stalling. This is has also helped our team to better understand deal progression patterns and improve the accuracy of our forecasts. What do you dislike? The implementation process felt artificially long and didn't get our team to the launch point we desired. Also, the system is not very flexible and allows for very little customization ...

InsightSquared provides intuitive reporting that is easy to filter and understand out of the box!

What do you like best? InsightSquared is a great tool that provides intuitive reports sharing unique insights that you may not have even thought of. Their easy to use platform makes reporting simple to navigate and provides a better way to consume the data. 1 on 1's are much more effective and insightful for both myself and my reps with InsightSquared. Overall this solution is hugely beneficial from the front lines to the executive levels. What do you dislike? While forecasting works ...

Unlocking the value in our Salesforce Data

What do you like best? All the questions about my sales pipellne, process, funnel and employees have been unlocked by InsightSquared. Almost any question I have about sales, I can answer in seconds now. And the insights that it is giving me have really helped us improve forecasting accuracy and predictibility. What do you dislike? The weighted pipeline forecast doesn't work well for us. It's totally useless for us which is a shame, but the improved manual forecasting has more than made up ...