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

Insight Squared - Best decision for 2014

What do you like best? Ease of use. Sometimes data can get convoluted but with IS2 its easy to find what you are looking for. What do you dislike? The only thing I can complain about is the way they changed how you filter your results. Apparently I'm not the only one and I know they are working on making changes. Recommendations to others considering the product if you want a great way to pull reports out of SF this is the tool for you. Go for it. What business problems are you ...

Great product for visual reporting

What do you like best? The interactivity of the tool is awesome. Its in credibly visual and allows you to see and interact the with pipeline and sales activities. Its been very useful for our executive team for viewing information top to bottom. The management team uses IS2 to track our overall pipeline, whereas team leads use it to train and monitor individual account managers. What do you dislike? The tool is still being developed so there is a lot of room to grow in terms of ...

Invaluable for SMB

What do you like best? Dashboards, UI, Customer Support, Data Visualization What do you dislike? Confusing metrics (several win rates, sync time with SFDC, lack of flexibility with custom fields What business problems are you solving with the product? What benefits have you realized? IS2 helped us tremendously with the pipeline management and forecasting. We have experienced a dramatically increased transparency within the sales team. In addition, with this tool, we can manage and grow ...

Best lightweight BI tool I've used!

What do you like best? Unlike other BI tools, Insight Squared is designed to work out of the box with your Salesforce data. Sure, there is minor config work that we had to do, but when you contrast that with any other BI tool, its peanuts. Every one BI vendor that I have ever worked with has months of configuration work compared to days or weeks with Insight Squared. What do you dislike? Lack of flexibility on some of the reporting is probably the only negative that I can think of. Would ...

Visual insights for your data

What do you like best? Well-organized data, customizable and personalized dashboards to organize the metrics that you deem most important, and good functionality with the Bullhorn database. What do you dislike? I wish the data errors section allowed for more interaction and specification. Also, there isn't an easy way to draw custom reports. What business problems are you solving with the product? What benefits have you realized? It's a great way to monitor performance and get an idea ...

Great product, lots of updates

What do you like best? Great visuals and reliable analytics help you to get 10x more insight into sales metrics than you could otherwise. What do you dislike? At times, the customizations can be clunky, but they've been sending out lots of updates that have made improvements. What business problems are you solving with the product? What benefits have you realized? Needed to get a better sense of the sales cycle. This software has helped us understand what metrics we need to track and ...

Sales Newbie Finding Motivation in InsightSquared

What do you like best? The graphics allow you to see information about your performance that motivates you to do better week by week. What do you dislike? Don't have many complaints-- maybe the views could be a little bit more accessible. Recommendations to others considering the product How transparent your team is with one another What business problems are you solving with the product? What benefits have you realized? Better dashboards.

Best experience with any company thus far!

What do you like best? The best part of this company is the people. You can tell that each of the employees I have been in contact with really enjoy working for InsightSquared because they talk about the fun they have openly. They have perfected the client nurturing process. I have to put in the predictive analytics as well. It is so forward thinking that it blew us away with the insight we were afforded on our sales processes and effectiveness. This is also powerful for forecasting. ...

InsightSquared does the magic of presenting our Bullhorn data in insightful and inspirational ways.

What do you like best? The user friendly access to our data turning it into information with which we can make business decisions. What do you dislike? The filtering can be cumbersome, and a bit hard to set up properly. What business problems are you solving with the product? What benefits have you realized? Activity driven performance improvement to achieve desired results.

Great platform for SFDC metrics

What do you like best? The ability to view information trailing backward. SFDC is good at snapshots but InsightSquared significantly expands on that and offers trends and ratios. What do you dislike? There's still a lot of customer service required to make updates - like field changes or customization, although they're improving on that. Recommendations to others considering the product I believe that every user whose info will be pulled into the platform requires a license. What ...