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

An absolute necessity for Sales teams

What do you like best? I loved that InsightSquared could give me instant answers to all the tough questions on my personal Sales pipeline + identify all the bottlenecks in my process. I feel like every AE + Sales Leader runs their team on somewhat archaic rules of thumb, but when it comes to the end of the month/quarter everyone is scrambling and nobody knows "WHY" pipeline is the way it is, why some deals are stalled, or why the forecast isn't accurate. With InsightSquared, I could dig ...

Addictive Tracking

 

Beautiful business intelligence at the click of a button

What do you like best? InsightSquared is so easy to use. It produces amazingly insightful dashboards that answer some of the most critical business questions we have. What deals are closing, how likely are they to close, what is our forecast, how much more pipeline coverage does marketing need to support? What do you dislike? The mobile app is great for quick data in hand, but is not a focus for their team, so its functionality is a bit limited and the UI doesn't fit all devices ...

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 ...

Becoming a customer again

What do you like best? This will be the third company that I have brought Insight Squared into as am a big believer in the value it delivers. It is so easy to use and takes reports that a new level for both Sales mgmt and for the employees. We actually used it for our Board deck at one company savings us lots of time and having a consistent view each qtr made the board meetings more productive What do you dislike? I don't have enough time to become as proficient as I would like so feel ...

The data you need at your finger tips

What do you like best? I like that I can EASILY access the information I need to illustrate how my group is performing. The data is presented in a clear manner and I can pivot to ask additional questions in real time. The access to the data has given our group CREDIBILITY with executives. What do you dislike? At this time, there is not really anything that comes to mind. I am pleased with the performance. Recommendations to others considering the product InsightSquared gives you the ...

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 ...

Regional Sales Manager

What do you like best? The platform allows me to forecast most accurately on a monthly, quarterly and annual basis, but also helping to zero in and plan my day down to the hour - showing which deals pose the most risk and conversely which have the best opportunity of closing due to the momentum/value. InsightSquared also allows us to look at our individual performance but also segment our performance based on product which is helpful when you are selling a multitude of products. Being ...

More data-driven decisions on sales performance and marketing.

What do you like best? InsightSquared enables us to make more data-driven decision on sales performance and marketing. Our CRM has a ton of information, but the reports are simple. They’re fine for managing a pipeline, but less helpful for understanding what can be done to optimize and improve a team. I used to spend hours exporting reports from Salesforce and manipulating pivot tables to create rep views of performance and behaviors over time. Insight Squared automates all that so I can ...

Simple platform transforms sales cycle

What do you like best? The IS2 platform is incredibly intuitive and makes building believable and relevant business cases easy to form. By using this solution, the sales cycle has drastically shortened and turned 'sales' calls into true 'business' calls. Over time we have worked with the IS2 team to mold the benefits and assumptions around our solutions so that each case fits our business model. Blown away that is takes 5 minutes to build a ValueBrief that is truly presentable and is ...