InsightSquared Reviews in June 2025: User Ratings, Pros & Cons

Sales and marketing reporting solution.

What do you like best? InsightSquared is the most reliable system which offers the user the most productive capability to easily track and monitor various sales activities from one place. The product options allows easy customization to meet any user need and the ability to connect major data sources is nice. Production of profitability Automated reports as it helps on easy management and even tracking of sales pipeline, marketing and financial reports generation. The tool ...

Excellent Product, Excellent Service!

What do you like best? InsightSquared is delivering on that elusive combination of sales and marketing analytics bringing us closer to a true SSOT all while delivering excellent CS, an easy implementation, and a beautiful UI! What do you dislike? Nothing yet! The tool is a bit more expensive than the competitors, but you definitely get what you pay for. Recommendations to others considering the product: Absolutely get the trial and consider the Olono integrations What ...

Insight Squared brings actionable insights to the forefront

What do you like best? The Insight Squared solution is appropriately named. Unlike BI solutions, one does not have to seek an actionable insight because it is visible right up front. There are not only charts and data that can be exported, but the actual insight appears right in the heading on the page. What do you dislike? There is not much to actually dislike about Insight Squared. If there was anything to add, I would say more predictive analytics around what action to take on a ...

Salesforce User Experience Specialist

What do you like best? The confidence to close metrics are helping our managers determine how healthy our pipeline is. What do you dislike? Since this is a new product, some of the data that we would like to capture is not available at this time. With that being said; however, the support team is continually working on our requests. Recommendations to others considering the product: Keep developing the tool so improvements can continue. v What problems are you solving with ...

Analytics in just a click!

What do you like best? Easy of use and customization. Reports are super helpful from the title to the chart and data table below. Dashboards are great to keep reports together based on their purpose. They even offer model dashboards, making it super easy to quickly create insightful and useful metrics. What do you dislike? We had some issues before getting timely responses from our account manager. Since we've been reassigned, Lynn has been super helpful and quick to answer questions. ...

Good experience so far.

What do you like best? Variety of pre-built charts and reports and support team. What do you dislike? Sync time with SFDC - takes several hours to update IS dashboards with SFDC changes. Recommendations to others considering the product: Make sure to get yourself familiar with all cards and their underlying reports to quickly adapt for sales executive needs. Support is always very quick to respond and validate data. What problems are you solving with the product? What ...

Great insight on sales KPIs

What do you like best? The set up was so quick and value was delivered really fast. Plenty of reports, KPIs, information... all you need to manage your sales team with decision based on KPIs and not opinions or feelings. Also very easy to use, today is a every-day basic tool for our team. What do you dislike? I miss more agility to create goals, subgoals... a sales plan, a financial plan, a manager plan... don’t get me wrong, there are ways to do it, it’s just it is a little bit more ...

Very Robust Reporting Platform

What do you like best? Insight Squared allowed us to visualize data in a very rich format in the out of the box Dashboards but really shines with the Slate report tool. This allowed us to build reports with our Billing systems data vs our SFDC data. The proffessional servioces team helped us out a lot to build out a solution to fit our complex Salesforce org The Slate report tool is very cool and allows yopu to build SQL reports calling o SFDC data as well as allowing you to import ...

User friendly, easy to navigate, great customer success program

What do you like best? IS2 is great for answering quick questions or checking validity on assumptions. It's easy to navigate and change between different currencies. Additionally, their customer success team is outstanding. Involving tech support when needed, but also just incredibly responsive and quick. What do you dislike? I'd like the ability to customize the format my data export would come in. Recommendations to others considering the product: Great tool to easily answer ...

The dashboards give us amazing insights into our sales operations

What do you like best? Dashboards are visually pleasing and the insights are really helpful in us driving our day to day operations What do you dislike? The inability to initiate a salesforce sync on the fly. Currently we need to wait for the scheduled data syncs and at times this can be a hindrance to our operations. My recommendation would be that a manual sync function is available to the administrators of the system Recommendations to others considering the product: My ...