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

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 ...

It kept its promises twice!

PROS & CONS What are the best aspects of this product? I made a purchase of InsightSquared twice. And that's for two companies. The simplicity and ease of generating insight to my data within SFDC is insane. I like getting the IS2 team within my disposal in answering questions or making configurations of new assumptions. What aspects are problematic or could work better? I was hoping to segregate renewals from my new business. By that I was hoping I can do that in an easier manner. ...

Makes my life so easy

What do you like best? quick dashboard access - I can see in 1 dashboard all the things I need and can prioritize how I view them - then I can schedule those things to go out to my team on a regular basis so they see and have access to what I feel is most important and where they should focus their time. What do you dislike? delays in updating - sometimes it seems like the Salesforce.com data takes over an hour to update in the system. What business problems are you solving with the ...

Amazing Sales Analytics!

What do you like best? This product saves me endless hours that would otherwise be spent pulling salesforce reports, scheduling them, refreshing dashboards, and etc. This product allows quick drilling and powerful insights. Customization is great. What do you dislike? Not too much. Sometimes in the platform you will end up in a place from an admin side that you can only edit by reaching out to support. This can be a bit annoying but their team is always helpful, so not really even a ...

Amazing forecasting reports

What do you like best? The ability to slice and dice data in any format you want resulting in clean, easy to understand visual representations. What do you dislike? There's nothing I need to do on Insight Squared at my level that I'm not able to do so there's nothing I dislike about the platform right now. What business problems are you solving with the product? What benefits have you realized? This product makes it easy for me to get a pulse on my pipeline and provide great reports for ...

Flexible And Dynamic

What do you like best? Colored Charts, Dynamic and flexible SQL interface, great integrations. What do you dislike? Slate reports could be organized better in the list view. Recommendations to others considering the product The highest level of chart customization we could find, great for all kinds of reports. What business problems are you solving with the product? What benefits have you realized? Live views of our data are now a reality. We are able to merge and analyze data coming ...

Flexible, but requires a lot of training

What do you like best? Visually, looks great and very easy to slice and dice. What do you dislike? Our implementation is such that a lot of the metrics are coded according to product people as opposed to field names that are logical. Recommendations to others considering the product Very easy to use when everyone using understands the data points that can be reported on. What business problems are you solving with the product? What benefits have you realized? High level reporting from ...

Sales teams that are maturing should use this tool!

PROS & CONS What are the best aspects of this product? Worth buying! InsightSquare offers fantastic charts and reports. It answers a lot of questions that a majority of sales teams are facing. Set up was a breeze. What aspects are problematic or could work better? It can take up a lot of time making changes in huge changes to dashboards/reports. But there's barely anything to complain with using this tool. It did a tremendous job meeting our requirements. Customer Success is relatively ...

Great Product

What do you like best? email tracking, dashboard of interactions, real time updates What do you dislike? no call recording, no local pres for phone calls Recommendations to others considering the product its better than outreach but not as robust as some other platforms What business problems are you solving with the product? What benefits have you realized? tracking performance of our sales team

IS2 is great!

What do you like best? Insight Squared (IS2 saves me a lot of time in preparing reports and analytics for executives. One of my company's values is to embrace tools- Insight Squared makes that easy. It is the leadership team who uses this tool the most, and they notice if something changes. What do you dislike? Filtering can be a bit simple, I cannot add as complex of logic as I would like. (Opportunity contains filter A OR filter B OR filter C, for example. Recommendations to others ...