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

Insight Squared doe gives us some great insight into our business

What do you like best? The ability to compare different periods of time to see how our metrics may have changed so we can adapt. What do you dislike? Garbage in - Garbage out - if your people do not input activities properly, the software is useless... What business problems are you solving with the product? What benefits have you realized? Deciding what clients are work the effort - it shows our activity ratios VS revenue generated.

Very useful

What do you like best? The charts and graphs and numbers make it easy to see how you're doing and motivate you to keep working hard. What do you dislike? Sometimes you have to click out of one graph and into it again to see something slightly different which is a little inconvenient (unless I am using it wrong and it making it extra confusing for myself. What business problems are you solving with the product? What benefits have you realized? It motivates a lot of employees to work ...

Great CRM Analytics

What do you like best? The amount of reports and information you can get from data with in bullhorn CRM What do you dislike? Speed - Its a tad slow at times. Def could speed up the back end to make it faster What business problems are you solving with the product? What benefits have you realized? KPI tracking for the company

Good for sales reporting

What do you like best? I like that I can set up my sales teams with different dashboards. The retroactive reporting is very useful, as we can't do that with Salesforce alone. What do you dislike? Custom reports and filters have to be created by their support team, rather than myself. We also have a very large database, and data storage is an issue. My sales teams also don't adopt it much since they revert back to their Salesforce dashboards. Recommendations to others considering the ...

Excellent sales management application

What do you like best? InsightSquared drives substantial value, given it's ability to easily track Salesforce sales data in a time-series manner, coupled with an intuitive set of pre-configured dashboards. The forecasting capability is effective, and the application is relatively easy to manage. What do you dislike? Overall, there's not much to dislike. Field adoption would increase substantially if the mobile UI allowed for direct edits to Salesforce, as opposed to using deep-links and ...

Making forecasting fun

What do you like best? I loved that it would compare my personal metrics against the average for reps across the company What do you dislike? I wasn't an administrator so I didn't have a ton of control over custom views or ways to use it beyond how it was set up for us Recommendations to others considering the product Make sure it's implemented correctly and make sure your team is using Salesforce correctly. If they're not tracking opportunity amounts/close dates and moving things ...

All Upside

What do you like best? The best part is the customization of tailored reports into group or person specific dashboards. Beyond that, being able to schedule periodic emailing of the reports helps to keep me on a schedule of reviewing KPI's What do you dislike? I'd like to be able to align data from disparate sources side by side. For instance, while we can import our phone usage data, I can't view it next to data of other sources, something that we used to be able to do, is no longer ...

Great for reviewing metrics & comparisons

What do you like best? Love that it pulls all data from Bullhorn and you can review your activity history and metrics, ratios, etc. What do you dislike? Not really a dislike, but there are a lot of options and reports to be pulled and can be a little overwhelming when trying to find specific data Recommendations to others considering the product It's a very powerful tool when looking at metrics and analytics, and production activities for any certain period of time. Can be very useful in ...

New to it InsightSquared but like it

What do you like best? Having been in sales for over 15 years, I love that there is one source for all my tracking needs. I can see all details in one area vs going from report to report. What do you dislike? I am still learning it so I am a little unsure if I am seeing all I need to see. also wish that the system would up date in real time. The more I know and the faster I know it, the easier it will be to see my efforts. Recommendations to others considering the product take the time ...

Great for tracking basic and advanced metrics

What do you like best? I like the ability to transparently view different KPI's across your team and company, as well as the dashboard customization, automated report generation, and the Synety phone plug-in to track calling metrics What do you dislike? I'd prefer the ability to have reports generated at different times during the day (a morning and afternoon activity update for myself, etc Recommendations to others considering the product If you want to track staffing analytics at the ...