InsightSquared is a cloud-based business intelligence suite catering to the requirements of small and medium firms. Key features include activity tracking, employee scorecards, sales forecasting, ratios and KPIs, data quality monitoring and more.
The system's data monitoring engine identifies and alerts users to common data entry errors and provides status emails, which deliver a daily summary of the user's choice of key data, allowing executives to stay up-to-date with sales and team activities. It helps users analyze historical data, forecast upcoming deals, evaluate client success and monitor employees.
InsightSquared delivers real-time reporting and provides pipeline visibility. It automatically generates multiple forecast models for users to compare which model suits their business requirements. The rep-level reporting module provides data on how each sales rep is performing, where they are struggling and how sales leaders can coach sales rep.
InsightSquared integrates with CRM and ATS (Applicant Tracking Systems) solutions. Support is provided via knowledge base.
Activity Dashboard
Activity Feed
Employee Scorecards
Nightly Emails
Sales Forecast
Screen Shot
Overall rating
4.66 / 5 stars
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Showing 1 - 20 of 43 reviews
September 2015
Christian from Zapproved.com
Ease-of-use
5 of 5
Customer support
4.5 of 5
Functionality
4 of 5
September 2015
Insight Squared: invaluable when managing rapid growth
Pros
Insight Squared is a responsive, nimble team that has impressed me at every corner. Their Sales Team, thei Customer Success Team and Engineering Team have all created "wow" moments for me. My favorite recent workflow...looking at growth trends by employee or territory across different times (quarter, YTD, etc) and then with a click of a button being able to compare this growth against the same time period last year. It's make my Sales Meetings, Exec Meetings and Board Meetings highly informative. Thank you Insight Squared Team. Keep up the great work. I'm a fan...a big one.
Cons
I've noticed when we close a deal in SF it takes 15 or so minutes for the transactions to post. I'm sure it has something to do with API throtteling so you don't sacrafice performance, but it would be cool to have a "refresh" button that we could push so it didn't take that long. Small request...not a MUST.
December 2018
Jacco from PhotoShelter
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
December 2018
InsightSquared informs our best decision making
InsightSquared has been a very helpful solution for our sales team and management to understand what we are doing and how we can do better.
Pros
InsightSquared knows what a Sales organization cares about and provides that data in helpful ways to access reports and gain insights. For every use case of our sales team there is a report, and at this point it's the go to solution for Managers and even Executives in case of any questions about sales activities, performance and results.
Cons
No negatives on InsightSquared, it has become a part of our sales conversation and organization.
March 2018
Anonymous
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
3 of 5
Customer support
5 of 5
Functionality
5 of 5
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.
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.
July 2018
Kat from Extension
Company Size: 11-50 employees
Review Source
Ease-of-use
4 of 5
Functionality
5 of 5
July 2018
Robust!
Good customer service - very prompt!
Pros
InsightSquared is a game changer for staffing agencies. It's incredibly robust! We use it to keep track of our statistics, KPIs, and even use stats to beef up our marketing materials.
Cons
It can be a bit difficult to use if you don't have thorough training, and even then the system is so robust that it's difficult to become an expert.
August 2018
Cory from OpenTempo
Company Size: 11-50 employees
Review Source: Capterra
Ease-of-use
3 of 5
Value for money
3 of 5
Customer support
4 of 5
Functionality
5 of 5
August 2018
Impressive
Pros
A very impressive tool to help a sales orginization
Cons
Make sure you know what you are getting into before starting. Only as good as the data you have in the crm.
March 2018
Shivakant from Micro Focus
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
4 of 5
Functionality
5 of 5
March 2018
Best BI and Sales Analytics Tool Available Today
Simple Yet Powerful Sales Analytics Tool
Pros
It is easy to benchmark against other peers and how you can select metrics easily inside the platform. You can also search for lost opportunities easily as well.
Cons
I'm hard-pressed to find anything I dislike about this product or company. Cost is always a consideration and compared to others they fall right in line, but the value and ease of doing business is well worth the cost.
November 2016
Steve from Verifi
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
3 of 5
Customer support
5 of 5
Functionality
3 of 5
November 2016
Broad array of metrics but limited customization
Some of the out of the box dashboards have become critical for our day to day business but some functionality is also limited. For instance, we are unable to replicate some of their dashboards without the assistance of their professional services team.
Pros
UI, out of the box dashboards
Cons
Limited customization
October 2016
Jonathan from Influitive
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
4 of 5
Customer support
5 of 5
Functionality
4 of 5
October 2016
Great tool for analyzing Sales metrics!
I've used InsightSquared at 2 companies over the past 5 years, it's a great tool to use for getting more insight into your sales data. From historical pipeline changes to push analysis, it's all there!
Pros
It's easy to use, tons of pre-built reports and dashboards make it easy to get ROI immediately!
Cons
Some configurations can be tricky to ensure the data is perfect.
October 2017
Oded from Bizzabo Inc.
Company Size: 51-200 employees
Review Source
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
4 of 5
October 2017
Head of Business Operations
Pros
Very easy to use, very reliable, generates sales driven insights and is heavily leveraged by the entire leadership group
Cons
Could be more customizable, very long and heavy implementation time, requires corporate education to truly implement
August 2018
Anonymous
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Functionality
5 of 5
August 2018
Unmatched Platform in Its Space
5 stars.
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.
September 2016
Anonymous
Company Size: 51-200 employees
Review Source: GetApp
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
4 of 5
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.
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.
March 2018
Jennifer from B2W Software
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
March 2018
The additional reporting capabilities that Insight Squared provides makes pipeline management easy.
Pros
The canned reports give so much insight into our pipeline that it is easy to identify trends down the individual sales rep. It helps us zero-in on certain behaviors and see how each of our reps works differently. The implementation is also incredibly easy and the support team is fantastic.
Cons
The cost was quite high which deterred us at first, but after using it for over six months, the value is clear. We tried another solution that was cheaper, but implementation was a nightmare and we quickly re-engaged with Insight Squared.
October 2016
Emery from Evolent Health
Company Size: 1,001-5,000 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
October 2016
New and very happy InsightSquared user.
Fantastic customer support. Quick responses and always eager to help! While there are many analytics products on the markets, InsightSquared leads the pack by pre-building dashboards and reports based on learned best-practices in the industry.
July 2017
Steve from Verifi
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
3 of 5
July 2017
Pipeline and activity insight at a glance
Pros
The platform is easy to navigate and comes with out of the box dashboards that are intuitive and well received across different levels in the company.
Cons
There are some limitations to customization but the platform is constantly being updated. The platform isn't as nimble was we originally thought.
June 2015
Anonymous
Review Source: GetApp
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.
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
September 2015
Mark from Morton Consulting
Ease-of-use
5 of 5
Customer support
5 of 5
Functionality
5 of 5
September 2015
Product that makes an Impact on your business!
Pros
flexible and gets you information that makes an impact on your business!
Cons
I dont have more time to spend reviewing all that it has to offer
May 2015
Anonymous
Company Size: 51-200 employees
Review Source: GetApp
May 2015
Fantastic Tool for Sales Insights!
At our company InsightSquared is used by our sales department and company management to track overall sales performance, to highlight individual sales performance and to help us meet our monthly and quarterly sales targets. It provides a lot of visibility into our goals which was not possible to easily see in Salesforce, through which the data is pulled. It provides the clearest and easiest to assess method of ranking the sales performance of individuals against each other.
Pros
Large set of amazing features and customer support that's great! Has really helped our team
Cons
Doesn't support desk.com for their new support tracking product, which means we can't utilise it in the same way we have for our sales metrics
March 2015
Anonymous
Company Size: 51-200 employees
Review Source: GetApp
March 2015
Easy to use Analytics Tool
We're currently using the system for our SaaS solution data, but are looking to use it firm-wide (we're an accounting firm) to help with revenue forecasting and better track business development outside of the sales department. It was huge in revealing so many of the issues we had in the ways we were collecting data. Now that the clean-up is wrapping up, we're getting into the data and the analysis it provides has been huge for our sales directors and managers.
Pros
Ability to create dashboards, support is always quick to respond to any issues and happy to help
Cons
No real-time sync, also limited ability to customize reports myself (but support is always quick to respond to any changes I request).
November 2018
Charlie from Recurly
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
4 of 5
Functionality
4 of 5
November 2018
Dashboards galore!
Pros
Easy to create various dashboards and charts. Useful tool for viewing/judging sales team metrics.
Cons
Since it uses data from Salesforce, it can be hard to configure.
May 2015
Anonymous
Review Source: GetApp
May 2015
Great sales tool to keep the sales team engaged
InsightSquared is a powerful sales tool that can help the sales team make data driven decisions. The tool is great in helping the sales team manage and track their sales pipeline and create forecasts to anticipate future sales performance. The sales team has become more engaged and we'e seen significant improvement with performance over the years.
Pros
- provides powerful data insight
- dashboard makes it easy for sales team to get immediate feedback on sales pipeline progress
Cons
- because it's such a powerful tool, it can be difficult to understand what all the features do. I'm sure there are still features yet to be discovered!