--- title: "InsightSquared Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about InsightSquared Software - reviews, pricing plans, popular comparisons to other Sales Forecasting products and more." source_url: "https://www.capterra.com/p/130588/InsightSquared/" page_type: "product" language: "en" publication_date: "2026-09-30" --- # InsightSquared Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) InsightSquared ## What is InsightSquared? InsightSquareds sales intelligence solution is the operating system for high-growth sales teams. It empowers sales operations leaders to help their executives produce reliable forecasts, understand pipeline trends, and maximize rep impact. ## What is InsightSquared used for? [Dashboard](https://www.capterra.com/dashboard-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/)[Reporting](https://www.capterra.com/reporting-software/) Top alternative Featured Overall rating Based on 51 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 0% ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for InsightSquared?[Manage this product listing](https://www.g2.com/products/insightsquared-insightsquared/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### InsightSquared 4.6 (51) VS. [4.5 (287)](https://www.capterra.com/p/169053/Looker/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (32) Ease Of Use 4.3 (286) Value For Money 4.3 (20) Value For Money 4.4 (206) Customer Service 4.7 (20) Customer Service 4.5 (211) ## InsightSquared alternatives [4.4 (12)](https://www.capterra.com/p/10004983/SAS-Viya/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (21)](https://www.capterra.com/p/191611/Reveal/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (361)](https://www.capterra.com/p/129749/Zoho-Analytics/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Adaptive from Workday](https://www.capterra.com/p/130072/Adaptive-Insights/) [4.5 (235)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130072/Adaptive-Insights/) ## FAQs about InsightSquared Overview ### What problems does InsightSquared solve? InsightSquared solves fragmented sales reporting and unreliable pipeline visibility by turning CRM data into ready-made dashboards, filtered reports, and forecasts for revenue, commission, activity, and opportunity performance. Sales representatives, managers, sales directors, and executives use it to spot pipeline gaps, compare performance, prioritize daily work, and track progress toward targets. Answer based on 23 reviews Overview ### Which roles and teams benefit most from InsightSquared? InsightSquared is most used by sales and revenue operations teams for pipeline reporting, forecast tracking, and performance analysis. Account managers and executives monitor account activity and sales progress, while sales leaders and regional directors use dashboards to manage quotas, coach teams, and review revenue trends. Business and financial analysts analyze operational metrics and reporting data. Answer based on 44 reviews Overview ### What company size and specific industries is InsightSquared built for? InsightSquared is designed for fast-growing technology companies, making it a fit for small to mid-market teams and larger tech organizations that need sales and revenue analytics. It is aimed at businesses in the technology sector rather than broad general-purpose use across multiple industries. Features and Usability ### What are the key features of InsightSquared? InsightSquared includes core CRM, machine learning, and pipeline management features. Reviewers most often discuss sales tracking, dashboards, and reporting for monitoring team performance and opportunities. Differentiating analytics capabilities include forecasting, customizable dashboards, pre-built reports, data visualization, filtering, and KPI scorecards for analyzing pipeline trends and sales activity. Answer based on 23 reviews Integrations ### Which third-party tools and platforms does InsightSquared integrate with? InsightSquared integrates with 4 third-party platforms, including Salesforce Sales Cloud, Zendesk Suite, Marketo Engage, and Bullhorn. These catalog integrations cover CRM, support, and marketing workflows, giving InsightSquared connections to core business systems used for sales operations and customer data management. Answer based on 3 reviews Getting Started and Support ### What training and onboarding options does InsightSquared offer? InsightSquared provides in person training and live online sessions to help teams get started. In person training supports face-to-face guidance during setup and early use, while live online sessions offer remote instruction and support for learning the product from any location. Answer based on 3 reviews Getting Started and Support ### What customer support options does InsightSquared offer, and how do users rate the experience? InsightSquared offers email/help desk, a knowledge base, and phone support. Users describe the support team as responsive, prompt, and helpful, with strong technical follow-up during implementation. Reviewers also report that customer service helps organizations develop plans aligned with revenue goals. Answer based on 10 reviews Features and Usability ### How well does InsightSquared handle sales data analysis? InsightSquared turns CRM data into accessible sales analysis with ready-made reports, filters, dashboards, and forecasting views. Sales managers and individual representatives use it to compare performance, track pipeline trends, and examine results across time frames. Data freshness, configuration complexity, and access to additional data points can depend on CRM setup and permissions. Answer based on 23 reviews Features and Usability ### How well does InsightSquared support sales team management? InsightSquared gives sales leaders clear visibility into pipeline, rep activity, performance rankings, forecasts, and at-risk opportunities. Sales teams use shared dashboards and drill-down reports to monitor goals, compare territories or employees, and guide coaching conversations. It requires managers to log in regularly because it is not native to Salesforce, and chart customization can be limited. Answer based on 17 reviews ## Features AI summary Based on 766 Sales Forecasting reviews Capterra data shows that buyers of Sales Forecasting software rank the following features as their top priorities: - **Forecasting** (**55%** of reviewers rated this feature as critical) - **Contact Management** (**43%**) - **Lead Capture** (**46%**) InsightSquared supports **Forecasting**, helping sales teams project revenue and track pipeline performance more accurately. However, it does not include **Contact Management** or **Lead Capture**. Instead, it offers **Data Import/Export** (**53%**), which gives teams a practical way to move sales data between systems and keep reporting up to date, helping businesses make more informed planning and pipeline decisions. Forecasting 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Data Import/Export 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Data Visualization 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Graphical representation of data Ad hoc Reporting 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Generate one-off reports that meet information requirements Customizable Dashboard 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alter the layout and content of dashboards Dashboard 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics InsightSquared 23 features ### All Features - Ad hoc Reporting: Generate one-off reports that meet information requirements - API: Application programming interface that allows for integration with other systems/databases - Benchmarking: Compare key metrics for the business against prominent players in the industry - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Dashboard: Alter the layout and content of dashboards - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Financial Reporting: Generate reports to assess the financial performance of an organization - Forecasting: Form predictions based on past and present data/trends - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Marketing Reports: Reports specific to marketing and associated campaigns - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Trend/Problem Indicators: Visually identify direction of development and areas that require attention - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 4.5 (30) 4.5 Based on 30 reviews ## Pricing Value for money 4.3 (20) ### Starting price Free trial available Value for money 4.3 (20) 4.3 Based on 20 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Bullhorn](https://www.capterra.com/p/140531/Bullhorn-Recruiting-Software/)[ Marketo Engage](https://www.capterra.com/p/75130/Marketo-Lead-Management/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (20) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (20) 4.7 Based on 20 reviews ## User reviews Overall rating 4.6 Based on 51 reviews Filter by rating Counts reflect reviews available in this feed. 5(32) 4(18) 3(1) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Jacco D. VP of Revenue Libris Used the software for: 3-5 years ### "InsightSquared informs our best decision making" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 5, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Cory A. Director of Sales, Northeast Used the software for: 3-5 years ### "Impressive" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 August 27, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Sr. Revenue Analyst Used the software for: 1-3 years ### "Had to move on" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 November 14, 2022 Pros Does a lot of things pretty well, nothing great. While we worked with them they were very focused on migrating legacy clients onto new platform (Olono), and so our overall experience was dampened by not being in focus for them. Cons Fairly buggy, not the most flexible but flexible enough. They expose a lot of backend which is helpful for more advanced admin work. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Shivakant D. Technical Consultant Used the software for: Less than 1 year ### "Best BI and Sales Analytics Tool Available Today" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 26, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Benton M. Sr Financial Analyst Used the software for: Less than 1 year ### "The ultimate sales dashboard tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 6, 2019 This tool is central to monitoring our sales activity and performance Pros Extremely easy to use. Time stamps salesforce changes to create robust pipeline tracking. Can have custom buildouts done Cons Only con is that you can't change the style of charts on your own, i.e. you can't build your own custom charts. You can go through their development team, but it takes time and money Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 😎Lance C. Director of Business Development Used the software for: 1-3 years ### "It’s all in the implementation " 4.0 April 12, 2019 I’d use it again if company wanted to provide it. I’m not sure I’d choose it. Pros Software provides good insight in SF data. Great tool for really looking at your sales data to find trends beyond what SF provides. Great graphing, great ways to look at data at a macro and at a micro level. Cons It’s not terribly intuitive. You will need training, and the training again after to play with it awhile. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jennifer C. Marketing Manager Used the software for: Less than 1 year ### "The additional reporting capabilities that Insight Squared provides makes pipeline management easy." 5.0 March 7, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Justina L. ### "Great sales tool to keep the sales team engaged" 5.0 May 21, 2015 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! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior Account Manager ### "Very slick App" 4.0 January 28, 2015 Insight Squared makes my life easier. From over all team reporting to my own personal metrics. I work in sales and so the reporting tells me exactly what I should be working on and what opportunities may be at risk. In the past I used to manage these things on my own independently and since using Insight squared, I have seen my sales success increase! Pros Everything is laid out for me and updates by itself, there is no work required to get the data that I need to see fast Cons There is no real time sync set up with Salesforce and so if I change something, it can take an hour to reflect. This is incredibly minor though Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jonathan B. Sales Operations Manager ### "InsightSquared Review" 5.0 October 30, 2014 We use InsightSquared on a daily basis. From our sales team to our marketing team it helps us stay on track and keep engaged. Our favourite feature is the full-screen leaderboard available in Salesforce! Pros Great full-screen mode available in Salesforce Ability to make custom dashboards to show what is important to you Very responsive support team Cons Would like to be able to use the live screen mode outside of Salesforce Would be nice to change task filters more easily then having to contact support (though they're quick when the time arises) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/130588/InsightSquared/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.