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

Tool I can't live without

What do you like best? The ease of use of this tool is unparelleled...what used to take teams of analyst hours of work can be done in a matter of minutes What do you dislike? That we have to pay a license fee for every data owner What problems are you solving with the product? What benefits have you realized? Real time understanding of how the pipeline is changing and how the business is trending (positively or negatively)

Insight Squared is a fantastic tool

What do you like best? It fits in with our recruitment business and blends nicely with our CRM system What do you dislike? There were some changes made with our CRM and it took a few weeks to fix a few issues but now with updates running well Recommendations to others considering the product: Great for recruitment or any sales business, you can customise to how you want to use it What problems are you solving with the product? What benefits have you realized? Daily stats, ...

Key Sales and Business Metrics Tool

What do you like best? IS2 manages my pipeline, AE performance, and my key SaaS Metrics. What used to be days of manual work is now a live dashboard. What do you dislike? It does take some configuration to get up and running, Recommendations to others considering the product: Highly Recommend What problems are you solving with the product? What benefits have you realized? Marketing Sales funnel & forecast AE / Sales performance Renewal Management SaaS Metrics

Get Actionable Insights of of your Data

What do you like best? I like using IS because it gives me access to "see" the data in meaningful was for my organization. I can create actionable insights out of the data because of it's ability to pivot and cohort, unlike Salesforce. What do you dislike? The report types are sometimes hidden and it takes a moment to find them... Recommendations to others considering the product: This is a great tool, but it goes off of our data model in Salesforce. Thus, if you don't have a ...

Great Sales Visualization Platform

What do you like best? Customizations for reporting and the visualizations that our team creates are easy to read and make insights off. What do you dislike? Usability could be better. It takes time to determine the best way to arrange your reports in this robust platform. Training and user experience learning is highly recommended. Recommendations to others considering the product: Look through some training beforehand and ask how others have done it in the past. Be thoughtful in ...

Director, Sales Operations & Marketing

What do you like best? We rely on InsightSquared for forecasting and numerous sales and marketing analytics What do you dislike? Some reports require outside administrative assistance to create. What problems are you solving with the product? What benefits have you realized? Forecasting accuracy and sales cycles for each business unit

Great service

What do you like best? The integration with Salesforce is very useful What do you dislike? The lag between Salesforce and Insight Squared. It can take up to 30 minutes which is frustrating in a time crunch. What problems are you solving with the product? What benefits have you realized? It is calculating data that we did not have prior. It also has helpful graphs for presentations

Smart, Concise Analytics

What do you like best? I like the interactive Dashboard that gives myself and our Management Team a "snapshot" of the company's performance metrics, by period and by person. What do you dislike? Bookings goal tracking is a little confusing. Would be easier if we could see tracking by Gross Margin, to get more accurate reports that would more closely match Gross Margin as reported on commission reports. Not sure if this can be done within the platform we are currently using. What ...

Complex business data made simple

What do you like best? Ease of use in filtering and pivoting to really understand the data. What do you dislike? Inability to trace back the data to Salesforce to figure out why there might be data discrepancies. Not understanding the impact of some of the filter choices. It's also hard to remember some of the idiosyncrasies of some of the filtering and report outcomes. Lack of training and educational material for users new to Insight Squared and coming into a company with it already ...

IS2 allows the data to speak!

What do you like best? InsightSquared is without a doubt the best investment we've made in business intelligence, beyond simply adopting Salesforce.com. Whereas SFDC is an excellent database and the "source of truth" for our company, IS2 is the lens through which all intelligent, actionable insights come. As such, IS2 is the "source of understanding." What do you dislike? Honestly, I dislike nothing about InsightSquared. It does its job perfectly. Recommendations to others ...