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

Great product to keep the sales team on track!

What do you like best? I love the ability to customize what appears on my dashboard so I can see what's most important to me quickly at a glance. What do you dislike? The new filter feature is not intuitive. What business problems are you solving with the product? What benefits have you realized? Helping our sales team stay motivated by helping us see where we are in terms of reaching our target. The leaderboard is also a nice touch. Great for competitive sales people.

Great Way to Deep Dive into Big Data

What do you like best? The easy ability to filter is a major game-changer. We can easily see where our business is coming from so we can make budgeting decisions based on where the greatest opportunity lies. Aside from the technology, they are extremely easy to work with and get in contact with. What do you dislike? While most views are taken care of, I'm still lacking a good way to compare metrics year-to-year. I would like to see more done to build out comparative views. InsightSquared ...

Productive Sales Tool

What do you like best? The most important thing for me is how easy it is to access meaningful reports. The Dashboard enables me to have a holistic view of all of the most metrics I want to track for myself. It helps to keep me accountable in that manner. Most importantly, it's super easy to use, especially for someone who's not overly technical. What do you dislike? I can't honestly think of something that I dislike...There have been so occasions where I've seen a slight lag in the ...

Great tool for sales reps

What do you like best? The ease of accessing reports that break down meaningful data about our sales performance. Prior to using InsightSquared it was a real frustration to build several different reports in Salesforce to get a sense of conversion rates, deal sizes, deal duration etc. It was inefficient, and often didn't tell the full story. Some insight that we now have (such as the frequency that opps 'push' to a later close date was very difficult to access previously. What do you ...

A great way to visualize and consolidate sales performance

What do you like best? quick, visual representation of sales performance over a given period, and a really quick way for the team to see exactly how we're doing against our overall targets - can help guide sales behaviour to ensure we meet our goals What do you dislike? It would be useful if insight squared integrated for desk.com for the new support analytics tool that they've built out - unfortunately not possible right now What business problems are you solving with the product? What ...

Best way to track personal sales metrics

What do you like best? InsightSquared is intuitive and easy to use. The Dashboard allows you to have a quick one screen overview of all the important metrics that you are tracking for yourself. The set up of that dashboard is extremely easy; it requires little technical ability and any sales executive could set it up themselves. Basically all the reports you have to check inside SalesForce are now easily viewable on your computer or on your mobile device. What do you dislike? Nothing ...

Insight Squared ROCKS

What do you like best? The reports/graphs that Insight Squared produces are easy to read. It's instant gratification for someone that wants to see stats, and compare to a month before, a quarter before, or year before. There are so many different reports to view. I like the ratio view and comparing to previous months. What do you dislike? I wish it integrated directly with Bullhorn so it was all in one. Bullhorn needs to do away with their reports tab and integrate Insight Squared. ...

Love Insight!

What do you like best? I love the customer service support! The team is very responsive from support to your account manager. What do you dislike? The pricing is a little high for the African market. What business problems are you solving with the product? What benefits have you realized? Using Insight Squared has been so useful for us in learning how to use Salesforce better. The reports it gives us are also very valuable!

Use it to track metrics and review data.

What do you like best? Plethera of options for showing useful data and trends. Easy to understand data and graphs. Fully customize-able What do you dislike? Some times it is hard to understand the connections that are being made in the data. It can sometimes feel overwhelming. Recommendations to others considering the product It is extremely user friendly. What business problems are you solving with the product? What benefits have you realized? It helps us look at every quarter to ...

easy to use and adaptable Salesforce system

What do you like best? easy to use and get info required. very easy to change from company level to team level to individual level. Very useful to run forecasts What do you dislike? when looking at the projected forecast you can run various time periods but instead of customizing one it would be nice to have "next" (you do have "last" and "this" What business problems are you solving with the product? What benefits have you realized? selling. Team member to set up a new CRM