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

Insight Squared Review

What do you like best? I like the ability for us to track our performance, measure our success with clients and use analytics to help us manage our team and customer base What do you dislike? We have quite a bit on the dashboard. It's not an IS2 problem but more training on how to integrate it into the company and share with all the team. Recommendations to others considering the product If you have the ability to ensure your team can input the data correctly and consistently this is an ...

Understand the 'Why?' behind your Data

What do you like best? InsightSquared allows us to dive deeper into our data to understand the 'why' behind our numbers: stage conversion rates and win rates allow us to better forecast our success; detailed historical pipeline snapshots allow us to better analyze the health of our pipeline; and trajectory charts allow us to monitor our progression to targets. With the ability to use an unlimited number of cards in any dashboard, we are able to utilize clear and concise charts, tables and ...

Helps us tie all our data together and keep on track.

What do you like best? We have an enterprise stack that helps us hugely with growing the business. Its event more helpful when we can report against common data across everything we use - such as Salesforce, Marketo and Zuora. What do you dislike? The Slate product has a little way to go, but shows great promise. Recommendations to others considering the product The more of their connected applications that you use the better. What business problems are you solving with the product? What ...

Fantastic tool for growing sales teams!

What do you like best? Great value for money! InsightSquare has great off-the-shelf reports and charts, answering most questions sales teams face. InsightSquared is super easy to set up, the customer success team really goes above and beyond to make sure the account is pulling the right data, and we are leveraging the tool to its best. It works seamless with Salesforce, and data is refreshed almost in real-time. What do you dislike? Bulk changes to reports/dashboards can be time ...

Great Analytic Solution for Managing Revenue

What do you like best? Nice UI, with easy to use templates, sample dashboards and prebuilt integration with SFDC. The team there is awesome and has been with us throughout the journey. What do you dislike? They have component pricing which at times can create a complicated proposal but we worked through the challenges there. I wish there were better notifications and a mobile app. What business problems are you solving with the product? What benefits have you realized? We are trying to ...

An absolute necessity for Sales teams

What do you like best? I loved that InsightSquared could give me instant answers to all the tough questions on my personal Sales pipeline + identify all the bottlenecks in my process. I feel like every AE + Sales Leader runs their team on somewhat archaic rules of thumb, but when it comes to the end of the month/quarter everyone is scrambling and nobody knows "WHY" pipeline is the way it is, why some deals are stalled, or why the forecast isn't accurate. With InsightSquared, I could dig ...

Great tool to get insight into your business

What do you like best? All graphs, charts etc are presented in an easy to understand way What do you dislike? You have to login, outside of the CRM you use. Even if it is embedded as a tab in your CRM (Salesforce for example you still have to sign in. What business problems are you solving with the product? What benefits have you realized? forecasting, insight into sales rep performance, seasonality of business, win rates

Data visibility for the whole organization

What do you like best? The user-friendliness of the platform makes business intelligence much more accessible. They have a great set of reporting for each module that addresses every role in the sales and marketing departments. The CSM and technical teams' expertise to share their knowledge is very helpful in navigating how to best visualize the data in the various ways in the platform. It's great working with them! What do you dislike? Making bulk changes in the dashboards can be ...

Integral to driving results in our business!

What do you like best? If you use Salesforce as your CRM, then you must leverage IS2 as your analytics platform. As a startup company with a fledgling sales organization, IS2 provides the perfect structure within which to manage our sales team activity and to track and analyze our sales performance. The plaform is very intuitive and can be customized for your needs in a very efficient manner. We were up and running full speed in a matter of days. What do you dislike? Nothing so far. Super ...

Great product for advanced team

What do you like best? Easy to use and integrates with Salesforce. All of my information in one place and I get data points on where I need to focus in my deal cycle. What do you dislike? If you are not an advanced team, this will be overwhelming and unnecessary. You need to decide as an organization if you are going to use Salesforce or InsightSquared as source of truth. I'd also love if you made changes in InsightSquared, if it appeared in Salesforce so you don't have to make a double ...