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

Great tool for forecasting

What do you like best? While we don't use InsightSquared for anything groundbreaking, it's the best tool I've seen to bring a vast amount of sales geared data, into an easy to digest format. Not only is the UI very well designed and easy to read, but it actually saves me time and that's worth the investment alone. What do you dislike? Nothing of note to dislike. Everything is pretty straight forward. Things can get a little crazy when initially setting up as the types of graphs and ...

review is2

What do you like best? Tracking a reps conversion rates and push rates. Helps understand forecasting baias What do you dislike? Missing basic table, hard to filter on the fly What business problems are you solving with the product? What benefits have you realized? Understanding rep behavior

Disappointing

What do you like best? The simple dashboard reporting for the tool and what we perceived would be a great tool for reporting for all levels of the company. What do you dislike? Lack of customer support and responsiveness. Lack of customization to the sales cycle and milestones of the company. Contract terms. Recommendations to others considering the product No--- Or choose with extreme caution and limit your contract terms until you are 100% confident the tool delivers what you ...

This product is amazing.

What do you like best? Easy to use and administer. We could easily Report on all levels which were not possible in Salesforce. Great Customer Success team. What do you dislike? You have to connect with customer success team to add custom fields that are newly created. Recommendations to others considering the product - Great Tool for Sales and Marketing Teams. - Love their Sales Forecasting Model. It is Predictive - Best is Unlimited Users. - Inbuilt- SASS features. - Ask for ...

Pipeline clarity

What do you like best? InsightSquared has provided me a tool set to much better manage my pipeline, forecast opportunities and focus my time and attention on the accounts that should yield the best results. It is a great way to fill in the gaps in basic Salesforce reporting and understand the hidden metrics and nuances in my pipeline. As a salesperson time is your most precious commodity and InsightSquared helps me maximize the time and effort equation. What do you dislike? It took some ...

InsightSquared Review

What do you like best? Gives keen insights to help determine pipeline and sales effectiveness. Turns speculation into reality What do you dislike? Almost information overload - love the dashboards which help - and need to be able to drill down more effectively Recommendations to others considering the product Great product and worth the investment only if you use it. This has helped us focus our energy much more than simply using a typical reporting software (e.g. Salesforce and their ...

Helpful

What do you like best? Immediate information and nice user interface. What do you dislike? As a sales rep, options need to be made available to challenge specific numbers when innacurate. Recommendations to others considering the product Need an administrator who is engaged an willing to adjust innacurate information in Salesforce so that it adjusts to insightsquared. What business problems are you solving with the product? What benefits have you realized? Summarizes the quota and ...

Truly Insightful

What do you like best? It's a great tool for all of our projected and closed sales data to live in. What do you dislike? I can't say too much, as I rarely use the tool. I enter forecast entry once a week and check the dashboards briefly. Recommendations to others considering the product I'd would give you more advice if I used the tool more. What business problems are you solving with the product? What benefits have you realized? It's a great tool to keep us on track to improve our ...

InsightSquared allows for me to keep track of my daily activity. Great for keeping me on track

What do you like best? What I like best about insightsqured is that it allows for me to stay on top of my work. Puts everything into perspective for me and helps me see where I am at for activity during the day. The visuals are also something that I like very much. Makes it easy to quickly read and gain insight with just a few clicks! The implementation to salesforce was also very simple. A lot to like about this product...very very helpful and definitely recommend. What do you dislike? ...

It has been a terrific find!

What do you like best? The system provides us with actionable knowledge and great statistics. The filtering is fantastic. What do you dislike? Nothing really. The setup took some work but was worth it. Recommendations to others considering the product I highly recommend this product! What business problems are you solving with the product? What benefits have you realized? We were looking for total insight into our sales team's activities and performance and now have that.