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

To date it has been Great. I can see the same data displayed in multiple formats.

What do you like best? I am a visual type, so the ability to see the numbers in a number of different graphical formats easily and quickly is great. If there is a report I like I can simply add it to my Dashboard and refer to it whenever I want to. I can also set up daily or weekly emails of commonly referred to reports and share them simply with my team. What do you dislike? There is not a lot to dislike. If there is one it is sometimes remembering how you got the report generated in ...

Wish I Had This Tool In Previous Lives

What do you like best? Love the easy to understand graphics, flexibility, simplicity, explanations of what each graph/chart means and how to use, that it integrates into Salesforce as a tab, provides insights that we can't easily get out of Salesforce. I think the level of investment is also reasonable and the potential ROI far exceeds the investment we've made. I'm sure there's more but this is what comes off the top of my head. Having this level of analytics and flexibility could have ...

InsightSquared has been great!!

What do you like best? Plug and play with SFDC. Out of the box reports. Insight into pipeline. Scorecard feature. What do you dislike? Sales reps don't access the information enough, perhaps because the tab is separate. Can you integrate with homepage dashboards? What problems are you solving with the product? What benefits have you realized? Pipeline visibility. Rep performance.

Data driven insight to you pipeline

What do you like best? The tool allows you to continually ask questions about your pipeline and focus attention on the few points that matter. Each report is clearly defined and supported. If there are questions the support staff is outstanding. What do you dislike? I would like to see more flexibility to query and show the data in different formats that what is predefined. Recommendations to others considering the product: Continue to ask questions about the data and how best to ...

Powerful and easy visualization of sales performance

What do you like best? When I want to adjust the view of what I'm targeting, it's one or two clicks. I'm never hunting for the controls, because everything is right there. What do you dislike? It's not a big thing, but I don't need to be told when there's a new user that isn't licensed. What problems are you solving with the product? What benefits have you realized? The ability to see the pipeline and call out inaccuracies in stages or close dates on opportunities allows us to ...

InsightSquared makes metrics easy!

What do you like best? Ease of the platform - Simple to navigate and find exactly what you want, for individuals or your team as a whole What do you dislike? Nothing at this point. I’m finding it to be a system that I use daily without complications. What problems are you solving with the product? What benefits have you realized? It’s a great tool to help my recruitment team understand where they’re at on the board any time.

Insight Squared = Powerful

What do you like best? I love that for sales pipeline data we can choose a snapshot in time. What do you dislike? not much... my only dislike is I do not have time to delve into all aspects of the application. What problems are you solving with the product? What benefits have you realized? the limitations within Salesforce reporting

Powerful, Yet Simple BI for Sales & Marketing

What do you like best? Most BI tools require too much effort to configure and are nearly impossible to produce the right view of your data. InsightSquared makes it easy to do both and helps us to effectively manage our business. What do you dislike? There are so many report views (which is great), but it can take experimentation to understand which one of the many options will deliver the exact view you're looking for. What problems are you solving with the product? What benefits ...

Amazing Tool

What do you like best? Dashboards that truly tell a story on closed deals, pipeline, conversion rates - It has it all! What do you dislike? I would like more predictive capabilities using all the data it compiles from SFDC. What problems are you solving with the product? What benefits have you realized? Pipeline generation, stage length, rep forecasting

Great tool for visualizing Salesforce data!

What do you like best? InsightSquared has been really helpful in visualizing data, setting forecasts and goals for sales teams, and seeing historical trends using information directly derived from Salesforce. It's allowed for a great deal of personalization in each dashboard as well, allowing people to cater the data to their specific needs. The software is also very user friendly and easy to learn, which helps smoothen the implementation. What do you dislike? Not a downside specific ...