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

Co-Founder

What do you like best? Easy to use - Turn into Sales operation professional in one second. What do you dislike? I can't import my own data and do my visualization on current subscription. Less Predictive analytics stuff Recommendations to others considering the product Best Sales tool out in market- Great team - Great support What business problems are you solving with the product? What benefits have you realized? Efficiency of our sales team -SDR/AE team Overall view on health of ...

Great algorithms power this appealing BI tool

What do you like best? I love the forecasting and historical trending features! The fact that I am not forced to just use basic pipeline weighting to get to a forecast is key! Instead, the individual sales person's conversion rate is factored in to their likelihood of hitting quota! What do you dislike? I don't like the lack of customization options. I know that's part of their USP but every business is different and you will need to be able to look at the data from different angels. ...

Increased the depth and breadth of analytics for our team.

What do you like best? Relatively simple setup and implementation. Good support from InsightSquared team. What do you dislike? Several good dashboards available for download to get started, but would love to see a larger library, maybe even soliciting samples from customers they view as "best in class." The ability for admins to customize is currently limited. Recommendations to others considering the product InsightSquared has a clean UI and set up and administration is painless. Still ...

Director Operations

What do you like best? InsightSquared provides us critical reports to allow for productivity across teams. What do you dislike? The reporting looks great, but you may need to customize the out of box reports to meet you needs. Recommendations to others considering the product Make sure your CRM data and reporting framework is solid before implementing. What business problems are you solving with the product? What benefits have you realized? Sales performance and analytics.

Fantastic insight for the whole team (all the way to the CEO)

What do you like best? High level questions about sales trends are extremely easy to answer for all users. My Sales Leadership goes to InsightSquared first when they have a question. What do you dislike? The reports are not always easy to customize. Recommendations to others considering the product Do it! This will help answer common sales operations questions very easily. What business problems are you solving with the product? What benefits have you realized? I wanted Lead volume, win ...

Using this tool is like having another team member!

What do you like best? I love the ease of using InsightSquared and how it helps me (Sales Ops/Strategy bridge the gap with my Sales Leadership team by providing the core sales metrics in an easy and user friendly format What do you dislike? We need to be better about incorporating the tool into our full stack of Salesforce reporting What business problems are you solving with the product? What benefits have you realized? Helping reps understand what metrics really matter and where to ...

Excellent tool for viewing and analysing Salesforce data

What do you like best? As most users of Salesforce would agree, whilst it is a very powerful system it lacks a lot of data analysis, visualisation and dashboarding finesse, which is exactly what InsightSquared adds. We use it for a lot of different features and use-cases; pipeline tracking, forecasting, sales rep scorecards and 1 on 1s and overall company dashboards and leaderboards and it adds value to all of these. It also allows you to track the history of your deals using history ...

Great Product and Team

What do you like best? IS2 makes it very easy for the whole team to tell where they are against goals in a snap. We use IS2 for their leaderboards, team dashboards and analysis and the user experience for all three of these is top notch. What do you dislike? Some of the filtering and reports take a while to get the hang of - luckily their CS team is AWESOME. They are very quick to respond to questions and I love that they don't hesitate to jump on a call or screen share to talk through a ...

Necessary and beautiful analytics

What do you like best? They take data to the next level with a platform that can almost do it all. What do you dislike? Customization was difficult in the beginning (but is becoming easier as this company matures. Recommendations to others considering the product Clean data is always the best data; good data quality practices and insights are recommended before implementing this product. What business problems are you solving with the product? What benefits have you realized? Ramp rate ...

Great product, great support.

What do you like best? Ease of product use and they provide the best and most responsive support I have worked with from any vendor ever. What do you dislike? Change in recent licensing was confusing and were disadvantaged unless spend was increased. I can see why, as a growing organisation, these things happen. Recommendations to others considering the product Pick KPI's carefully then work through to ensure the data you are reviewing reports on those accurately. CRM admin and Insight ...