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

Outstanding Predictive Analytics

What do you like best? I love the custom dashboards where I can see my forecast and my historical results with similar deals as well as my current numbers. What do you dislike? Its not that I dislike anything, but there are some things that could improve. I would like to see it update real time with SalesForce if possible. It takes about an hour to update with Salesforce for all of the deals, but I'm not sure if that's possibly a fix. Also, they need an app that's less basic and the ...

Great Visuals and created some interesting action points internally

What do you like best? There was a great deal of insight to be gleaned from the system. Overall, the platform helped us move toward improving our data and refining our KPI's. What do you dislike? The marketing components were not as robust as we would have liked and while the visuals were very helpful, I did discover that they were not always as easily ready by C-Levels who weren't living and breathing the data. Recommendations to others considering the product Make sure your data is in ...

Overall fantastic experience

What do you like best? InsightSquared is super powerful and shows us almost all of the data we need to report on in an extremely user-friendly way, and they're constantly adding new things. What do you dislike? Sometimes the software is incapable of presenting data in a specific way that would seem to make sense, and we're not always able to get it to work. Recommendations to others considering the product Make sure you take advantage of the trial and confirm that it will actually be ...

All around great product with exceptional customer service!

What do you like best? With over 600 reports that are simply not possible to create using native Salesforce analytics, I can analyze our organization data in all new ways. The user interface is aesthetically pleasing and easy to use. What do you dislike? As the administrator I would like to be able to make more customizations myself, but I believe this is on their roadmap. Also, would love to see the product offered in more languages, especially Spanish. Recommendations to others ...

Important ingredient in my recipe for success

What do you like best? The homescreen interface keeps all my 'must see' information in one place. I can see how we are doing vs. what our target is, how I'm doing in comparison to my colleagues, and my opps that are at risk. The score card is awesome because I can easily see what my metrics look like and how I can improve on. I always look at 'opps that are stuck' to see what I need to work on to move forward. What do you dislike? Filtering can be a little confusing given the number ...

InsightSquared Rocks!

What do you like best? I really love InsightSquared! I love that you can drag and drop the widgets. Very user-friendly. What do you dislike? Nothing, really! I find it very user friendly. What business problems are you solving with the product? What benefits have you realized? We are able to better understand our metrics. It keeps us on our toes, and let's us know where we need to work on. It is great for analytics on tasks throughout the day.

This is exactly what I've been looking for

What do you like best? Let's be honest, Salesforce.com doesn't have great reporting and so with InsightSquared it makes everything easy! What do you dislike? My only dislike is about having real time information flow but I completely understand how it uses up API calls and so is unavoidable What business problems are you solving with the product? What benefits have you realized? Sales metrics / performance analytics

Insight Squared is a great product!

What do you like best? The personalized dashboard keeps all of my "must have info" in one place. I truly think salesforce would be useless without Insight Squared. What do you dislike? I wish it would update in real time with actions in Salesforce. What business problems are you solving with the product? What benefits have you realized? prioritizing my opportunities is a breeze with this product.

What a great tool to have!

What do you like best? I love how I can customize the dashboard for quick access to the information I need the most. What do you dislike? I honestly haven't come across anything I don't like. If I have a question about how to be more efficient, it's usually a quick call/email to my rep and he can give me some tips. What business problems are you solving with the product? What benefits have you realized? Quick and easy option for viewing my metrics to be sure I'm on track.

Powerful inside sales tool

What do you like best? The dashboard is easy to understand with actionable details What do you dislike? Limitations of the dashboard based on dependency of SFDC use Recommendations to others considering the product I'd highly recommend heading down the analytics route for your inside sales team with this tool. It's only getting better and they are heavily focused on customer experience. It's a small company with a big future, and a tool you want to be using from today on out. What ...