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

Finally, a Business Insights Platform that predicts my questions!

What do you like best? The Library of reports is just incredible, above and beyond my expectations. I've found answers to questions I didn't know I had yet, and with a couple of clicks I can share the reports with the Exec team, giving everyone a deeper understanding of our trends and forecasts. What do you dislike? I would love to be able to modify the charts within the library reports, and I imagine that is something I will be able to do in the future, as InsightSquared is constantly ...

End result is good, but it takes a while to get there.

What do you like best? I like the ability to code out the details as needed. Also, refresh rates were just updated to about 20 minutes for our Slate tables which is awesome! Its a great tool to report on Sales for sure. What do you dislike? Mainly that the development is clunky - you have to define tables, then define how those tables join to others, then you can build the report. From scratch, it would probably take 30 - 45 to build a basic booking report in Slate where that should ...

Good for analytics

What do you like best? It's easier to create meaningful dashboards and understand your sales metrics with InsightSquared than it is with Salesforce native reports and dashboards. That said, the Lightning upgrade is closing the gap quickly. What do you dislike? It's a little pricey especially for early stage companies. Their implementation team didn't help us achieve success. Our CEO had to take the reins and make the implementation work. As a result it sat for 1 year without much use. ...

Easy, digestible insights at a glance

What do you like best? IS2 takes away the tediousness of reporting gymnastics off of Excel spreadsheets. I also no longer have to explain different segments of reporting when the information is all there on the cards on their dashboard. The near real time factor is a huge bonus too. What do you dislike? I would be nice to be able to adjust the colors/visuals of some of these bar charts. Recommendations to others considering the product Don't be intimidated. You will realize quickly ...

Makes Salesforce data much more useful.

What do you like best? Very easy to make dashboards. I am about about 50/50 on pre-baked dashboards and custom. What do you dislike? I would absolutely love the ability to export a dashboard as a pdf or png. This would make board reporting so much easier. My board members never log into the dashboards I built for them. Recommendations to others considering the product If you struggle with pipeline, forecasting, bookings, etc. with salesforce, this tool makes all of these much easier. ...

Good For Reporting Across Salesforce Objects

What do you like best? If you're looking to report on your sales funnel across Salesforce Objects, InsightSquared is one of the best ways to do this. The graphs are colorful and look good for an Executive audience What do you dislike? The reporting capabilities very much give you what you put in. If you're a small department, its tough to have a great implementation. I've purchased InsightSquared at two companies now and both times I struggled as the only member of the team to put this in ...

InsightSquared saves me a tremendous amount of time

What do you like best? InsightSquared goes beyond what Salesforce offers out of the box and takes out a lot of the manual labor that goes into understanding conversion rates, forecasts, etc. They have a great customer success team that makes getting started easy. What do you dislike? If you didn't have your CRM set up right at the start then getting some of the reports to work well requires of assistance and added cost from their developers What business problems are you solving with the ...

Outstanding Sales Metrics Tool

What do you like best? This tool provides great insight into the sales of any companies business. Dashboards that are pre-built to provide key metrics at a glance is the reason that any Sales Director, VP, COO, CFO or CEO would get tremendous value from this tool. What do you dislike? Some of the dashboards don't make as much sense as others, but overall, there isn't much to criticize about this tool. Recommendations to others considering the product Get it, you won't be sorry. Best ...

on-demand dashboards = time saving success

What do you like best? The ability to quickly query data based on defined dashboards and tiles that I have configured. Ability to use canned reports within the tool to get to data and graphical analysis that I can quickly leverage in needed sales and business conversations across my team and our organization. What do you dislike? Certain filters or more customizable filters are items I wish I had more control of in the tool. Ability to adjust goals /targets and have them reflected more ...

Turn Key Visualizations

What do you like best? There are many things that SFDC does well. Unfortunately, they don't make it easy to generate some sales metrics like a reps close rate per stage. InsightSquared fills in these gaps and allows our Sales Ops team to focus on improving the sales cycle instead of crunching numbers. What do you dislike? The only downside to turn-key reporting is that it is not customizable. If the standard reports, or one of the many pivots, don't answer the question you are asking then ...