InsightSquared 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

InsightSquared

4.6

(51)

Pricing

Pricing available upon request

About InsightSquared

InsightSquared is the sales intelligence solution. InsightSquared provides sales leaders with the operating system to run their team, produce reliable forecasts, measure rep performance, and maximize revenue growth. Sales leaders use InsightSquared to manage their team by tracking activity at all stages of the buying cycle, forecasting revenue, discovering insights into top accounts and opportunities, and optimizing resources through smart planning.

InsightSquared Screenshots

InsightSquared Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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InsightSquared Features

Popular features found in Sales Forecasting
Customizable Reports
Data Import/Export
Data Visualization
Forecasting
Lead Management
Modeling & Simulation
Opportunity Management
Pipeline Management
Sales Reports
Statistical Analysis
More features of InsightSquared
Ad hoc Reporting
API
Benchmarking
Customizable Dashboard
Dashboard
Data Connectors
Drag & Drop
Financial Reporting
Key Performance Indicators
Marketing Reports
Performance Metrics
Reporting/Analytics
Scheduled/Automated Reports
Scorecards
Search/Filter
Trend/Problem Indicators
Visual Analytics

InsightSquared Integrations

Zendesk Suite

Bullhorn ATS & CRM

Marketo Engage

Salesforce Sales Cloud

InsightSquared User Reviews

Overall Rating

4.6

Ratings Breakdown

65%

33%

Secondary Ratings

Ease of Use

4.5

Value for money

4.3

Customer support

4.7

Functionality

4.5

Monika C.

Verified reviewer

Marketing and Advertising

Used unspecified for unspecified

Review source

Reviewed May 2015

Great tool for sales associates!

I use this software to help keep me on track with all of my prospects and overall sales performance.

Ratings Breakdown

Pros:

- Great Metrics - As a sales associate, I can track all of my calls and emails per month - I like that I can filter my sales activities, and view all of my "aged leads" this view really helps me stay on track with which prospects I need to re-engage

Cons:

- Wish it updated faster, it usually takes a few hours for my activities/progress to be updated - Filters have recently changed

Verified

Reviewer

Food & Beverages

51-200 employees

Used daily for less than 2 years

Review source

Reviewed March 2018

Extremely insightful information at the tip of your hands without having to do anything.

Helping sales team improve sales, therefore helping company grow.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Super easy to set up and maintain. The insights given are extremely helpful and give salesreps the opportunity to know their numbers and work towards improvement.

Cons:

Comparatively, pretty pricy. There are a few other companies that provide similar insights that don't cost as much. The tradeoff is name branding and slight adjustments in functionality. Paying a bit more for peace of mind.

Verified

Reviewer

Computer Software

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed July 2019

InsightSquared gives us great visibility

Ratings Breakdown

Ease of use

Functionality

Pros:

I like that it gives me a good feel for my pipeline and helps me understand which deals may need some more attention.

Cons:

It can be a little difficult to understand with how to configure if you do not pay attention during the product training.

Verified

Reviewer

Computer Software

201-500 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

Great Reporting and Visualization

Positive, for my needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the intuitive nature of the reporting and dashboards. It makes board prep easy and internal reporting a breeze.

Cons:

It requires SalesForce to be pristine, and small changes can throw everything off.

Reasons for choosing InsightSquared

Worked well for our needs.

Verified

Reviewer

Banking

201-500 employees

Used daily for more than 2 years

Reviewed July 2020

Great overlay of Salesforce

Ratings Breakdown

Ease of use

Functionality

Pros:

Takes standard SFDC objects to capture KPI data

Cons:

Lacks all the bells and whistles from Slate

Verified

Reviewer

Staffing and Recruiting

501-1000 employees

Used weekly for less than 2 years

Review source

Reviewed July 2020

Great Visualizations and Personalization Options

I use insight squared to track my progress regarding outbound calls, submissions, interviews and placements.

Ratings Breakdown

Ease of use

Functionality

Pros:

I love the visuals. They are absolutely phenomenal. I also love the ability to customize anything (cards, view, colors, etc). If you're looking to track different factors related to production, this is a fantastic option!

Cons:

This software is not the most user friendly and keeping all the various cards and tables updated can become cumbersome.

Verified

Reviewer

Hospital & Health Care

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed August 2018

Unmatched Platform in Its Space

5 stars.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Its strongest features are probably its ease of use, impressive report filtering features, and its out-of-the-box reports and dashboards. Even less analytics savvy users will be able to benefit from a wealth of digestible data from this solution with little or no guidance.

Cons:

The admin side of it takes some significant setup, which should be expected from this kind of software.

Verified

Reviewer

Computer Software

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed September 2016

Insightful application

I use InsightSquared to help forecast my expected revenue, and also review some of my key states as a salesperson. Overall, I find the application useful as an easy way to turn Salesforce data into visually-appealing, easy to digest pieces of information.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The graphs, variety of data and pre-built reports are all great.

Cons:

The ability to save specific reports and manage filters more efficiently would be welcomed.

Verified

Reviewer

Staffing and Recruiting

Used unspecified for unspecified

Review source

Reviewed June 2015

Powerful and useful tool for use throughout the company

Throughout our company different departments make use of InsightSquared in different ways. InsightSquared delivers useful information. Within my team / department it is important to have a good overview of sales figures. This includes non financial figures pulled through our CRM system Bullhorn. This way we can keep up with our sales targets and at the same time view our financial stats which show us estimates of what our commission will look like.

Ratings Breakdown

Pros:

- It's an easy to use tool. - It integrates really well with our CRM system Bullhorn

Cons:

Data will take several hours to pull from our CRM system. If I see that certain things have been changed on our CRM system, it will still take several hours until I will be able to see this linked to the rest of my stats on InsightSquared

Thorben G.

Verified reviewer

Events Services

Used unspecified for unspecified

Review source

Reviewed October 2014

Save yourself time and frustration with Salesforce reporting

IS2 is the perfect tool for SMBs who want to make smart, data-driven decisions. With Salesforce's current reporting, reporting on anything sales related is slow and tedious and generally no fun. IS2 provides you with pre-made reports that can easily be sliced and diced to report exactly on what you need. This is wonderful as is saves time and pains and does not require a lot of extra admin time.

Ratings Breakdown

Pros:

Easy to use Deep insights Many freebies

Cons:

Not real-time, a 2-3 hour delay is built-in.

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