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

Insight Squared is overall incredibly useful!

What do you like best? It's great working with the genuine folks at Insight Squared. Not only are they extremely friendly and positive, they will quickly go to any lengths to help you solve a problem. The tool itself is great as well; having reliable reporting for management to view & trust is an essential for any business. What do you dislike? There are often times that we change values for a field in our internal system, which then needs to be updated for all Insight Squared reports ...

Sales Leaders Best Friend

What do you like best? As a sales leader, Salesforce makes it really difficult to extract the insights you need to run your business effectively. IS2 not only makes the data more easily accessible but also provides insights into what to do next. That's the real value - insights vs more data What do you dislike? It would be great to have the ability to configure the backend as user to adapt to more challenging requests. There are certain reports that are available or require the IS2 team ...

Pipeline and activity insight at a glance

What do you like best? The platform is easy to navigate and comes with out of the box dashboards that are intuitive and well received across different levels in the company. What do you dislike? There is some limitations to customization but the platform is constantly being updated. What business problems are you solving with the product? What benefits have you realized? IS2 gives us more in depth visibility into our pipeline and sales activity and helps our reps manage their ...

Lifesaver for forecasting and sales analytics

What do you like best? Everything. This would be a full time person living in Excel to get to this data. InsightSquared gives you that immediate view without having to rerun a lot of reports. Love the ability to pull in history of deals and pipeline. Knowing how pipeline has changed over time is a huge help. Salesforce reports have no way to pull that trending data. What do you dislike? Not much to dislike, but I wish I could build more reports on the fly & pivot differently. The Slate ...

We wouldn't know what to do without InsightSquared

What do you like best? Business analytics can be overwhelming in terms of the scope of what's available, and figuring out how to use the data. InsightSquared has allowed me to create reports which are easy to understand and take action on. I can also go in and - with only a few clicks - help analyze strengths and weaknesses of each team member so I can customize my training and support of that employee. What do you dislike? I can't think of anything. At times, I've wanted to do something ...

Insight delivers as promised....TWICE!

What do you like best? I have purchased Insight Squared twice now at two different companies. The ease by which I can generate insight to my data in SFDC is crazy good. I love having the IS2 team at my disposal to answer questions or configure new assumptions. Truthfully, IS2 lets me see just how bad my data is so I can fix it. What do you dislike? Wish I could more easily segregate renewals from new business. Recommendations to others considering the product Think about what you really ...

ATS using InsightSquared

What do you like best? ATS has just started using InsightSquared. I like the fact that it was very easy to setup and to use for quick reporting. What do you dislike? At this point ATS has not found anything to dislike. If we need something special they get it set up for us. Recommendations to others considering the product Very simple to use. What business problems are you solving with the product? What benefits have you realized? Tracking our opportunities for the territory sales reps. ...

Metric-Driven Sales Team Must-Have Tool

What do you like best? I can dig into every aspect of our sales cycle, behavior patterns of each sales person and stay goal oriented. I love how I can send reports to co-workers, team leaders or consultants outside the organization on a regular basis. The dashboards give me team a quick glance as to what is going on and the ability to dig in further if needed. We used Salesforce dashboard/reports prior which cannot hold a candle to the ease and information IS2 can give you in half in the ...

InSight Squared for Sales Operations

What do you like best? The reports are auto generated for you from the data pulled from Salesforce and all you need to do is apply a few filters to create the data you want. The data is accurate because it is pulled directly from the internal org and if the data isn't accurate its a quick fix with just updating the mapping of the fields. What do you dislike? I really like this software solution but I would like to have filters to remove just one opportunity from a report like you can in ...

IS2 Review

What do you like best? Graphics are very easy on the eyes and engaging, very easy to manipulate charts once in the menu, dashboards are useful to digest a lot of information at one time What do you dislike? Configuring dashboards should be made easier in that you should be able to edit directly from the home page, date ranges should be editable across all charts, moving tiles in the dashboard setup can be a pain, you should be able to resize charts in the dashboard as well Recommendations ...