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

The entire organization can get data visbility with this.

PROS & CONS What are the best aspects of this product? It's very user-friendly. With that, it makes business intelligence all the most accessible. They've got a nice set of reporting for every module that looks into the role for marketing and sales departments. Expertise of the technical and CSM in imparting what they know is helpful in visualizing data in a number of ways. What aspects are problematic or could work better? Bulk changes to be made in the dashboards can be difficult. ...

It's new but I'm starting to favor it.

PROS & CONS What are the best aspects of this product? I've been in the sales field for more than a decade now. I like how you get to have a single source to cater to your tracking needs. I can comprehensively look into an area compared to moving one report to the next. Great things, really. What aspects are problematic or could work better? I'm in the process of learning it. So I'm not at all sure if I'm seeing the things I want to really view. I was hoping the system would have ...

We wouldn't be where we are without InsightSquared.

PROS & CONS What are the best aspects of this product? Business analytics are typically overwhelming. That would be in terms of the what's currently available and determining how to make use of data. InsightSquard helped me make reports that are easily understandable and which ones to take actions on. I'm able to make my way in and do strength and weakness analysis for all team members. What aspects are problematic or could work better? It's hard to think of anything much. From time to ...

Must have tool for any salesperson and sales manager who believes that numbers are important!

What do you like best? The amount of historical data provided by insightsquared as well as the ability to filter by employee to analyze my sales team. What do you dislike? We use Bullhorn as our ATS/CRM and I think the integration with InsightSquared could be better. I give it a 7/10. All of the data is there, but the notes in the customer files are not. Recommendations to others considering the product If you are looking for a tool that has the capabilities of gathering real time sales ...

A worthy analytics tool.

PROS & CONS What are the best aspects of this product? It certainly has some charts, graphs, and reports. Setup was simple. So easy to utilize. Works favorably with Bullhorn. What aspects are problematic or could work better? Enhanced control should be handed to the user. That would be in terms of customized report development as well as mapping to CRM systems. Customized reporting comes with hefty pricing. What specific problems in your company were solved by this product? It makes ...

LOVE THIS TOOL!

What do you like best? Great dashboards to easily show me where I'm at for the month. quarter, etc. What do you dislike? I can't think of much. Occasionally reports aren't as personalized or personalizable as I would like. Recommendations to others considering the product Very helpful tool, especially when presenting sales numbers to a group and for 1-on-1 coaching. What business problems are you solving with the product? What benefits have you realized? Pipeline tracking, win/loss ...

Great for Automated Reporting - Takes Some Time to Get Setup

What do you like best? Integrates well with our CRM system, and with the reports setup, I'm able to keep track of stats and performance metrics with ease. Client reporting can even be completely automated in some cases. What do you dislike? Sometimes I find it difficult to put together new reports the exact information I need. Recommendations to others considering the product InsightSquared is a powerful tool that integrates well, and offers complete reporting automation. The challenge ...

Powerful Sales Analytics and Operations Tool

What do you like best? Simple and concise way to analyze the performance of your sales organization. Visualization of the data are excellent making it easy to spot trends or problem areas that need to be addressed. The ability to create flexible customized filters allow you to take each report and show the key data areas. Creating and distributing dashboards for users that show the key metrics that are important to the health and growth of the organization. When question or problems ...

Great to understand why and where you win.

What do you like best? The visualizations are great. When you can quickly see where things are falling through the cracks, it allows you spend time where you need to. What do you dislike? It is all dependant on Salesforce, this is a challenge if your SFDC data isn't clean. Also, I wish the team would make recommendations as to how we should set things up to see the most value. In the beginning it is a little bit of trail and error. Recommendations to others considering the product If ...

Hands down the best available analytics tools for Salesforce

What do you like best? The out-of-the-box reporting gets you 100x farther than basic Salesforce reporting. Our managers have historical access to data and can see incredible trending over time of what the data used to say versus what the data says now. What do you dislike? My only suggestion for improvement is to have better export tables available. Recommendations to others considering the product If you're considering Wave Analytics, stop right there. It is not nearly as robust or ...