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

Insight Squared has optimized our reporting at every level.

What do you like best? The implementation of Insight Squared was incredibly easy and we had support every step of the way. What do you dislike? The sync time between our CRM and Insight Squared sometimes trips us up, but because we know about the lag it isn't a deal breaker. What business problems are you solving with the product? What benefits have you realized? Our CRM's reporting capabilities were lacking, especially with historical snapshots. With Insight Squared we have been able to ...

Great Tool for the Analyst

What do you like best? I love having the ability quickly manipulate Salesforce data to look at different groups, products, etc to answer ad hoc questions from mgmt. Additionally InsightSquared support is phenomenal, if you have any trouble answering a business problem they will make the proper adjustments behind the scenes to get you there. What do you dislike? A few of the reports like Quota Heatmap and Bookings Overtime prorate goals based on number of days that have passed in the ...

Great BI Tool

What do you like best? Out of the box metrics available and created with little to no setup required. Lets you slice data in interesting ways to gain interesting insights into your data. With Slate allowing you to pull in other data sources its become a much better BI tool in general in recent years. What do you dislike? I think somewhat do to the nature of how Insight Squared works there are some odd limitations. One I can remember is that it's not great if you are only using contacts ...

Insight Square Use for Sales- specific to IT Targeted organizations and groups

What do you like best? Great ability to customize dashboards, what type of analytics/metrics you'd like run and ability to generate great charts on quarterly progress, and comparing it annually to track progress. What do you dislike? The ease of creating custom dashboards is not extremely user friendly. I needed on of our Technology folks to help me customize dashboards. Recommendations to others considering the product I'd recommend making it easier for people to customize specific ...

Easy to Use Tool to Drive Insights

What do you like best? Simple to use, once you get past the initial learning curve, and capable of providing powerful analytics and insights. Provides a good, all-in-one view of sales data. What do you dislike? Confusing at the start. Non-real time Salesforce data (especially within Slate can be frustrating, especially for live dashboards. Some new report functionality is counter-intuitive. What business problems are you solving with the product? What benefits have you realized? We use ...

Great insights into Sales Analytics

What do you like best? Ease of use and ability to slice and dice data quickly to get to insights. What do you dislike? Some limitations on end users configuring reports. Recommendations to others considering the product Great company, adding new features, very responsive support. What business problems are you solving with the product? What benefits have you realized? Insight into pipeline, velocity, and deal strength that improves business decision making and provides for better coaching.

Best BI and Sales Analytics Tool Available Today

What do you like best? InsightSquared is one of the most powerful, intuitive, and visually stunning BI and sales and marketing analytics tool on the market today. I started using them in 2013 and they are just as valuable today in 2017 as they were then. They have 90% of all the reports that I need as the Director of Revenue operations to manage my lead development team, sales team, and marketing team. The data that InsightSquared provides is presented to our Executive team on a weekly ...

Use InsightSquared to clean your data, implement Salesforce governance, and view historical data

What do you like best? I love that our sales team can work on fixing data that is incorrect so that our pipeline and forecast reports are accurate. I also love that we can see historical data points and data changes much easier than in the native Salesforce reporting tool. What do you dislike? I dislike the price tag, mainly, and that configuring tables to display data that isn't natively appearing in InsightSquared is a bit of a pain and takes some getting used to and help from your ...

Simplified Sales Ops

What do you like best? InsightSquared has saved me between 3-4 days per month in productivity. What I used to have to do in manual Excel pulls from Salesforce are now done automatically and updated throughout the day. What do you dislike? It is to be expected, but the initial setup of the reports required some help from InsightSquared. It took us a little bit to get the reporting exactly correct, but we were much more productive once that groundwork was completed. What business problems ...

Excellent product to uncover pipeline metrics

What do you like best? The ability to showcase data points that impact our sales efficiency in a streamlined way. What do you dislike? Once I had a handle on the software, it became more important to customize reports and summarize KPIs that were applicable to us specifically. Unfortunately, there's not a huge amount of customization that's available out of the box. Recommendations to others considering the product If you don't currently have a BI tool/pipeline acceleration software, ...