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

More insights than SFDC alone for a sales team

What do you like best? makes it very easy to run reports on sales activities, find opportunities that may be in trouble as well as ones that may be ready to buy. What do you dislike? The data is reliant on clean CRM data so anything that is not perfect in CRM is going to be reflected incorrectly in IS. This affects the ability of the learning pieces of the tool to be perfect. Recommendations to others considering the product Make sure your CRM data is clean and up to data. If this is ...

Great platform for analytics

What do you like best? All of the different views you can easily see without manipulating the filters What do you dislike? Wish they had updates with or nurture emails to give you ideas on-going for interpreting data Recommendations to others considering the product Make sure you give it a test drive and have someone walk you through all of the powerful functionality What business problems are you solving with the product? What benefits have you realized? Analytics

Director of Sales Operations

What do you like best? InsightSquared provides transparency into our performance to the sales team and the rest of the organization. I have the data needed to make business decisions with the click of a mouse. What do you dislike? Difficult to say that I dislike anything! One thing on my 'wish list' is the ability to factor opportunity splits into forecasting. What business problems are you solving with the product? What benefits have you realized? We are using InsightSquared to coach ...

Easy set up, great customer support

What do you like best? I've now implemented InsightSquared at 2 different companies. It's my go-to BI tool. The out of the box cards are super useful and the configuration of custom cards is very easy and intuitive. We are able to drive all of our quarterly business reviews right from the dashboards, no .ppts needed! My executives like having the ability to directly access the info from SFDC and appreciate the high reliability of the data. Finally, the support team is very on top of it, ...

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. ...

Historical Tracking Simplified

What do you like best? The main reason my company uses InsightSquared is for historical/snapshot reporting that SFDC currently simply can't handle. It allows us the ability to see what our pipeline was at a specific point in time. What do you dislike? It is difficult to add and subtract users. I was given the advice to deactivate the user in SFDC and then give them a new license, which seems bizarre. Also, some of the built in reports to show retention, attrition, etc., aren't explained ...

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 ...

Made what used to be manual work, easy

What do you like best? The ability to see conversion rates by rep, by type of opportunity, overtime and really any other field you wanted to report off of was really helpful. What do you dislike? I didn't get a lot of adoption from my reps and the forecasting wasn't very strong. The latter could have been a data quality issue. Recommendations to others considering the product Ability for reps to do more with the data - make changes w/in insightsquared that then impacts salesforce. What ...

Serious business insights

What do you like best? InsightSquared is an awesome tool for doing tons of different things. As a sales rep I’m able to slice and dice my deals and performance in virtually any way you can imagine. Especially applicable at the sales level for higher deal volume sales orgs, but at the management level I would imagine at all levels. What do you dislike? There really isn’t anything I dislike about It What business problems are you solving with the product? What benefits have you realized? ...

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 ...