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

Excellent tool for Sales Analytics

What do you like best? InsightSquared has excellent reporting and dashboarding capabilities that far exceed native Salesforce reporting. Intuitive filters, historical reporting, great visuals, and awesome customer service are all a part of the package. I love the ability to drill down into the reports, and see exactly which opportunities are making up each metric. This is a great tool for every stakeholder: providing executive level trend reporting, actionable indicators for sales ...

The InsightSquared tool is a fantastic add on to Salesforce

What do you like best? The support team are second to none and are always on hand to help with any questions I have. What do you dislike? Adding Goals can be tricky at the beginning but is easy once you know what you are doing. What problems are you solving with the product? What benefits have you realized? By using InsightSquared I am able to quickly see where we are in relation to goals set. It also saves me countless hours by automatically making sense of the data.

Helps you run your business

What do you like best? The data visualization is very helpful to understand where the key drivers of your business are being utilized or underutilized by the sales team. We have found it easier to analyze the financial heal the business as well. What do you dislike? Customization comes at a cost and some of the basics reports are a little ridgid. What problems are you solving with the product? What benefits have you realized? Sales activity, business drivers and financial health ...

Simple & Easy to visualize your sales funnel & pipeline

What do you like best? 1) Very simple tool to build dashboards 2) So easy to utilize and understand that anyone in the organization could do it 3) Simple explanations for everything in the dashboards 4) Great Daily view for Sales & efficient reporting for Enablement What do you dislike? 1) More complex forecasting and ability to track forecasting accuracy by employee 2) More advanced Ramp reporting functionality What problems are you solving with the product? What benefits ...

Excellent for pipeline visibility and managing an effective forecast

What do you like best? Intuitive reports to review pipeline health What do you dislike? There are many reports and it can be hard to understand how to leverage each effectively. Recommendations to others considering the product: InsightSquared is helpful in giving visibility to whats really happening in the CRM and among your reps. The power and ultimate value of the tool is achieved by implementing best practices and proper cadences with the team around the data and analysis ...

Fantastic tool to visualize your Salesforce data!

What do you like best? The report and dashboards in IS2 provides analysis on our Sales data not currently available in Salesforce. It is simply another tool in the toolbox to provide leadership with insights on how your sales team is performing. The on board training and support team have been excellent as well. I continuously receive a timely response from a knowledgeable person and not just an automated email. What do you dislike? Not much. On a few occasions leadership has ...

Great Reporting Tool with excellent support

What do you like best? Easy configuration with great support. It took a couple of days and almost no work on our side to get this up and running. The support was very helpful to answer all our questions and also encouraged us to ask questions. Also, we like to work with some kind of snapshot reportings, which were much easier to handle than to create them through Salesforce. So you can work with reports without any knowledge on how to create reports. Also, reports like predictions or ...

Excellent sales analytics for monitoring sales productivity and pipeline trends

What do you like best? Many useful ways to review sales performance data using standard and custom reports and dashboards. Also like being able to click right into Salesforce.com to see & take action on underlying data. What do you dislike? There are still some cuts of the data that we need to do manually by exporting data to Excel and creating pivot tables & charts for executive reporting. I would also like to see more marketing analytics - currently we use it mainly to monitor sales ...

Time to Value: 24 Hours

What do you like best? InsightSquared out-of-the-box reports and analytics provide amazing insights to our sales organization, almost immediately after becoming a customer. With InsightSquared, we have much more visibility to our pipeline, sales process, wins and failures - which we didn't have before / had to invest a lot of time to build our own way to measure and track this. They have a dedicated sales/CS/Implementation team that helped do the implementation fast and effective. ...

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 you sales team with decision based on KPIs and not opinions or feelings. What do you dislike? Some reports are so complex that you really need to focus to understand them. What problems are you solving with the product? What benefits have you realized? Visibility on sales teams performance. Getting to understand the real problems: ¿is ...