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

SFDC Data Insights Reporting made Easy

What do you like best? This takes the challenge out of pivoting across many data sets (vs. goal, by employee, by division. What do you dislike? To date, there is nothing that I would comment on. What business problems are you solving with the product? What benefits have you realized? For my team in particular, I find that I can customize the data to realize insights quickly as I am coaching my team. This would prove time consuming in the reporting function right in SFDC.

Really Flexible and Comprehensive BI Platform

What do you like best? I've been a user with InsightSquared for about a year. As soon as I took the plunge and implemented, I immediately knew I made the right decision. My pipeline meetings take no time to prepare for. My team all uses the same set of dashboards to track their own performance and I don't have to do a thing. I like that InsightSquared tries as much as possible to build an off the shelf tool, but they are also great about taking feedback and making customer-focused ...

Excellent tool for analytics!

What do you like best? InsightSquared has become a valuable tool for us in measuring our teams activities, results, and financial stats. We're able to determine which job orders need additional work, which clients provide the highest level of opportunities for deals, which employees are achieving their metrics and performance expectations. The ability to slice and dice in a multitude of ways makes it easy to find and evaluate the performance metrics. What do you dislike? There is quite a ...

Never had a better experience with a product or a company

PROS & CONS What are the best aspects of this product? See, you might get a great product one day, but it won't mean a thing without great people to work with. If there is one thing that definitely distinguishes Insight Squared from similar products, that's the people that stand behind it. Having such an amazing client nurturing process makes the process entertaining and interesting, and all employees are happy to use this program. What I really appreciate is the predicitve analysis I'm ...

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 ...

InsightSquared drills down into data for you

What do you like best? InsightSquared makes data manipulation and analysis quick and easy with filters that are easy to use. What do you dislike? Modifications to certain dashboards can only be done by InsightSquared support and not individually by the user. What business problems are you solving with the product? What benefits have you realized? InsightSquared has given sales managers and executive management instant visibility into our sales pipeline, allowing for quicker ...

Amazing service following a well orchestrated sales process

What do you like best? The platform is really simple to use and the reporting is straightforward. The customer service following the sale is truly amazing. Our customer success manager has done an excellent job of helping me achieve my #1 goal of getting our first line managers using the tool. She is very responsive, patient and knowledgeable. It totally blew my mind when no less than 3 of our managers mentioned our IN2 CSM by in the QBR. The sales process was predictable and ...

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 ...

More insights into your business

What do you like best? Gives very granular information about pipeline and what's happening with it over a course of time. Allows you to go much deeper than SFDC into the data, which is key as we scale. What do you dislike? At times the data is delayed on getting to IS. Can be challenging to reconcile data inaccuracies b/w IS and SFDC Recommendations to others considering the product If you're at the stage where SFDC is no longer giving you the insights you need to make business ...