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

A powerful and beautiful analytics tool

What do you like best? The out of the box functionality is awesome! And they have one of the best support teams I've ever experienced. What do you dislike? I would like to have more ability to customize or create reports on my own. There has been great movement in that direction over the past two years but I still would like a bit more autonomy. Recommendations to others considering the product I really love InsightSquared and hope to continue using it no matter where I work. It's easy ...

If you are an Analyst you need IS2!

What do you like best? I love the Win/Lost reporting. It really can shed new light on why you are really losing deals and winning them. I also love the activity ratios because it allows the sales manager to set goals for his team that will help them be successful salesman. What do you dislike? I dislike the inability to customize the reporting on my own. I have to have a tech change reporting as needed. In our growing company it is needed quite a bit, so I like the ability to customize ...

Love the new insights our team now has because of InsightSquared

What do you like best? We all know Salesforce has limitations and InsightSquared is the solution to cover the reporting gap. It allows for easy creation of reports, both historical and future-looking, with the ability to customize and filter. Double clicking any numbers automatically creates a new report. You can then add to a dashboard and share with different teams across management, sales and marketing. And all through a user-friendly interface and backed up by dedicated support. Also, ...

Sales Executive

What do you like best? Great analytics platform. you can create and modify your own reports and keep track of metrics and future projections. It is a very powerful tool that we have used since they came onto the market. I believe we were their first customers What do you dislike? I wish that the metric reports would refresh more frequently. Sometimes it takes a few hours to get an update on your metrics when it would be great to get real time updates on your progress on the day. Besides ...

Absolutely essential for sales leadership in a modern business.

What do you like best? InsightSquared team and leadership get customer engagement and continuous improvement. From the biweekly releases of new features (if you want them to many, many opportunities to engage with the team, they are the type of company which will be able to pivot and persevere successfully in the future. Feedback is embraced and the product continually gets better. What do you dislike? They have grown rapidly in both people and funding and therefore I have a bit less ...

Highlighting Recruiters Highlights

What do you like best? I check Insight squared religiously. It is an incredibly visually appealing website. They display any type of information that you could ever want. I get useful updates sent regularly from the staff. I think one of the most helpful features is the ability to really break down how and where you are spending most time and looking for places you see the most ROI. I am still learning a lot, but there is not much I would change. What do you dislike? Sometimes it takes ...

InsightSquared --- Great reporting / analytics tool for Salesforce

What do you like best? Great visualization of Salesforce data. I wish Salesforce themselves had something like this. What do you dislike? Inability to create new custom report types, which doesn't happen too often. Need to contact support each time. Otherwise it works great. Recommendations to others considering the product This might be great tool if you don't really like Salesforce reports and dashboards. Forecasting also works great. Bonus: can do scrolling dashboard screencast..for ...

First time user!

What do you like best? It is user friendly and self-explanatory. I enjoy the fun challenges- it helps me break up the work day without getting too far off track. What do you dislike? I am not sure I am using insightsquared to it's fullest potential. I think there are opportunities for me to expand on the knowledge that I receive from the stie. What business problems are you solving with the product? What benefits have you realized? The metrics have helped me identify more clearly my ...

A sales user with Insightsquared

What do you like best? A very refreshing view into the data I actually care about. It delivers information that is important to me, with some intuitive designs for looking at my opps. and goals. This is in comparison the SFDC reporting that we are all used to. I.S. brings many of the SFDC data points together for one view, which is great as a sales rep who is used to having many (too many reports. What do you dislike? Giving me (as opposed to my VP or sales admin the tools to easily ...

IS has given my sales and marketing teams a new lens to view all out data

What do you like best? Most of my reps would say "the pretty colors". The tool does look much more presentable than our usual reports. What do you dislike? Some limitation with custom cohorts and viewing date ranges but support is usually able to help us get close to what we're looking for. What business problems are you solving with the product? What benefits have you realized? We now have a clear window into company booking amounts that are uncontested across the board. Before, ...