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

InsightSquared is a great tool

What do you like best? Plugged it in and got data right away. That rarely happens when using a 3rd party Salesforce App. Great tool for managing pipeline. What do you dislike? Rep adoption is low, and they aren't getting the benefits of the platform. What problems are you solving with the product? What benefits have you realized? Pipeline insight. Rep v Rep performance. Sales by Product Family. PIpeline flow is a great report.

I use IS2 to track sales actuals to quotas

What do you like best? i love how i can have multiple sub goals assigned to an employee. And Jessica Foley is a great resource when I have questions. The support team is super responsive, too. What do you dislike? i find it little tough to change or configure some settings. whether its knowing where its located or how it affects different reports. What problems are you solving with the product? What benefits have you realized? we're solving our issue with transparency

Transforming how you view sales data.

What do you like best? Automation of reporting and support response time. What do you dislike? flexibility in reporting being mainly professional services cost and not part of support contract. Recommendations to others considering the product: Ensure you have an experience sql developer on team for custom reports. What problems are you solving with the product? What benefits have you realized? Doing custom reports. IS2 has allot more functionality benefits using Slate ...

Pipeline Management Simplified

What do you like best? I like the ability to quickly facilitate conversations with common understanding and definitions on what is important. Sales reps are able to have easy command of opportunities and maintain dialog with sales managers. IS2 provided guidance for rookies and seasoned reps and scales to accommodate the maturity of the sales organization. What do you dislike? In two organizations I've worked at and deployed IS2, I've yet to master an automated forecast that I feel ...

Love the level of customization with the dashboards. Ideal for any business analyst.

What do you like best? Graphical flexibility and customization, and the ability to pivot otherwise difficult to analyse datasets in Salesforce. It also allows myself and other users within my team to save time on creating professional financial and sales operations representations for our management and board presentations. This would otherwise need to be done with additional software and can be time consuming. Instead, the output produced by IN2 is pure quality which cuts out the need ...

Data is power

What do you like best? Love the dashboards and reports we can use for pipeline reviews, QBRs, coaching, and obviously KPI tracking. The efficiency ratios for sales development has been another report we've used to enhance training and coaching for BDR messaging in written form or verbal. What do you dislike? I would like to see more reporting for rolls other than just Account Executives. There are still some reports that we have to do manually that I wish were available in IS2. ...

Great insight into historical pipeline

What do you like best? I really love the historical reporting functionality. That's not something that's necessarily a strong suite of Saleforce (unless you want to purchase Einstein). Because of that it's nice to be able to look in and see what is happening to our pipe. The waterfall report in particular is a huge win for our org, and I think the using that in conjunction with other prebuilt reporting components can lead to really great conversations between a manager and a rep. What ...

Slate development provides a flexible data analytics platform for Salesforce integrated data

What do you like best? The Slate platform allows the joining of complex data sets using SQL knowledge to create informative and attractive visuals. These metrics would be difficult to capture using Salesforce reporting alone, therefore it's a useful supplemental platform. The standard reports also cover a wide range of use cases but it's useful to have a tool for customization. There are many chart options to choose from which helps to create interesting dashboards and show key metrics in ...

Great user friendly filtering for all your sales KPI's

What do you like best? - easy to use - filter by almost anything - works globally for us by using multiple currencies - handles forecasting - tracks quotas and goal achievement - new product features since buying Olono look great What do you dislike? a few custom queries difficult to manage without custom work Recommendations to others considering the product: great platform...get started What problems are you solving with the product? What benefits have you ...

Data driven insight to you pipeline.

What do you like best? Great tool to quickly understand the main metrics for managing your pipeline. Once you master the basics, the tool can support deep dive and investigations into a wide number of inquiries to begin to identify specific areas of focus and understand some leading indicators to potential issues that can be addressed early. What do you dislike? I would like to see more flexibility to query and show the data in different formats that what is predefined. ...