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

Insight Square review

What do you like best? The ease of making updates and changes and the ability to track historical performance in a manner that provides insights and analytics to what is likely to happen. Having this level of flexibility and ability to see what is likely to occur and make real changes that will impact the outcome of the business provides for a great tool. What do you dislike? Using custom fields in the source data means that it is not included in the standard packages of data coming ...

What Salesforce should do for you

What do you like best? InsightSquared has done the first 80% of the work for you - creating standard reports across a number of dimensions. They've gone ahead and even created all of the options you'll want to think about as you decide what to do. What do you dislike? Setting things up with a custom starting point took a short while, but it also revealed data integrity and quality problems that we didn't know we had. Recommendations to others considering the product Time and cost to ...

Powerful tool for managing pipeline

What do you like best? I use it every day to get a snapshot of my pipeline and manage my workflow, I Love that I can easily create my own charts and benchmark myself against my colleagues. What do you dislike? You cant make all the charts in the format you want. For example, some charts I may want in a line graph but they are only available as bar charts. Recommendations to others considering the product You will love it. What business problems are you solving with the product? What ...

Huge Time Saver

What do you like best? With InsightSquared, work that used to take me hours and hours in pivot table purgatory, now take a couple of clicks. Simple example is conversion ratios (win rates from stage to stage, and from each stage to closed won. Calculating this used to take hours - and god forbid you want to then slice it further, for example to look at win rates for new logo deals vs. upsells or cross sells .... or win rates from team to team (e.g. comparing your Commercial team to your ...

Manager of Business Development

What do you like best? I have full visibility into all best practice KPI's and metrics that every sales leader look at. The thing I like the best is how I can see how the opportunities that BDRs source are moving down the funnel. Also, the pipeline today screen is fantastic. What do you dislike? We do a couple of things a little different than what is "normal" and IS2 has limitations around custom reporting at times. Recommendations to others considering the product At least take a ...

Analytics tracking that's very easy to utilize.

PROS & CONS What are the best aspects of this product? I like the dashboards. They're very easy to customize. I can come up with a with a bunch of reports the moment I log in. That way, I get to see the things that are essential to me the moment I'm in the platform. What aspects are problematic or could work better? It would've been a bit simpler generating new reports. I frequently see myself sticking to reports that I've scheduled beforehand. This is opposed to making new ones in ...

Analytics tracking that's very easy to utilize.

PROS & CONS What are the best aspects of this product? I like the dashboards. They're very easy to customize. I can come up with a with a bunch of reports the moment I log in. That way, I get to see the things that are essential to me the moment I'm in the platform. What aspects are problematic or could work better? It would've been a bit simpler generating new reports. I frequently see myself sticking to reports that I've scheduled beforehand. This is opposed to making new ones in ...

A tool to own for any sales team that is metric- driven.

PROS & CONS What are the best aspects of this product? I'm able to look into each sales cycle aspect, patterns of behavior for every sales person, and remain focused on our goal. I like how I'm able to send in reports to colleagues, consultants, or team leaders. I don't have to be within the organization to do just that. The dashboards gives me a swift look as to what's happening. What aspects are problematic or could work better? Nothing that I can ever think of! Customer service is ...

Get to know the reasons behind your data.

PROS & CONS What are the best aspects of this product? InsightSquared makes it possible for us to go knee deep in our data. It helps us comprehend the "why" and what's going on behind the numbers. Win rates and coversation rates helps to predict our success chances. Historial pipeline snapshots allow for improved analysis on our pipeline's health. Trajectory charts enable for the monitorin of targets and their progression. What aspects are problematic or could work better? Customized ...

Great pre-built dashboards and ability to customize your own

What do you like best? From the minute you get access you can quickly enable powerful reporting. With some time you can also create your own insightful dashboards. It is also great for high level leadership reporting and a one on one sales rep performance/activity management tool. What do you dislike? It's difficult to combine different data sets in one card, for example seeing bookings achieved with pipeline in one table is not easy to make. That being said the professional services team ...