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

VP of Sales

What do you like best? I love that I am able to spend my time coaching the team, ensuring the funnel is health rather than fiddling around with Salesforce reports. I tried to get simple funnel analysis reports What do you dislike? Without going to the full Slate product, I'd like to surface more of the data from my SF instance. Recommendations to others considering the product More customization What business problems are you solving with the product? What benefits have you realized? ...

Finally, a Business Insights Platform that predicts my questions!

What do you like best? The Library of reports is just incredible, above and beyond my expectations. I've found answers to questions I didn't know I had yet, and with a couple of clicks I can share the reports with the Exec team, giving everyone a deeper understanding of our trends and forecasts. What do you dislike? I would love to be able to modify the charts within the library reports, and I imagine that is something I will be able to do in the future, as InsightSquared is constantly ...

Saas company using IS2

What do you like best? pipeline flow and opportunity change reports are my favorite. is2 has allowed us to get by without an in house sales ops person for over a year What do you dislike? Pushing updates to executives of companies (like mine without letting the rank and file know first. Very difficult to stop what you're doing and get an email from a CEO asking if something is up and running yet when you havent even opened up the email. This happens a lot. What business problems are ...

Awesome platform, great team to work with!

What do you like best? InsightSquared lets us visualize our sales data in a way that allows us to quickly pull out key insights. As a sales leader, it is hugely valuable for gaining a deeper understanding of rep activity and opportunity pipeline metrics. Also, their implementation and customer support team has been amazing to work with. What do you dislike? Not much - it is an amazing platform with very sophisticated technology. Recommendations to others considering the product You ...

Comprehensive and accurate reporting in seconds!

What do you like best? The amount of reports and how fast they are available is incredibly helpful for someone leading a revenue team like myself. I am able to provide immediate analysis of pipeline and closed opportunities in minutes, which is something my bosses have wanted for some time. The team at InsightSquared is hyper focused on customer service and have made themselves available whenever needed. We are very happy we have purchased the InsightSquared product! What do you ...

Fantastic Sales Analytics and Diagnostics Tool

What do you like best? InsightSquared is easily one of the best reporting products I've ever used. It's full of clever visualizations that simultaneously paint the big picture trends while also providing diagnostic details. The complexity of such visualizations is supported by outstanding documentation that speaks directly to common use cases. What do you dislike? The customization is locked away behind a configuration engineer. So any changes you want to make to critical metrics have to ...

Super helpful for sales ops, tough adoption for a young AE team

What do you like best? I love being able to see historical SFDC reporting on things like the pipeline flow. It's also nice to have clear visuals that I can quickly pivot through based on real-time requests from management. What do you dislike? The product is almost too flexible to roll out to a young sales team. We've struggled with adoption on the AE/manager side of things because of the fact that the amount of data available is simply overwhelming to a newer user. Frankly, user ...

Excellent Product!

What do you like best? Offers clear insight into our sales funnel and statistics. Good predictive modeling too. Has a vast array of metrics and reporting tools. Brilliant UI. Our CEO relies heavily on this tool. Support, when we've needed it, has been excellent. What do you dislike? Nothing at all. Product and support have been excellent. Recommendations to others considering the product Not inexpensive, but an excellent tool What business problems are you solving with the product? ...

Don't create Salesforce reports - use Insight Squared to do it for you

What do you like best? Easy to use reports and dashboards. I rely on Insight Squared to tell me how productive we are as an organization generating leads, how efficient our sales team is with each lead, which team members need help, and provide critical insight to the rest of the executive team. What do you dislike? There are some limitations to customizing reports. I have overcome these limitations with the help of Insight Squared's Customer Success team. Recommendations to others ...

Absolute game changer for any metrics-based sales organization

What do you like best? My customized dashboard gives me instant access to key metrics in real time. What do you dislike? Thus far, we've not been able to configure the sales forecast graphs to reflect the data in the way we would like to. Recommendations to others considering the product Don't be shy about reaching out to them directly for help with anything. They are pretty responsive. What business problems are you solving with the product? What benefits have you realized? Two key ...