--- 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" --- # InsightSquared Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 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 (286)](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 (233) Value For Money 4.3 (20) Value For Money 4.4 (153) Customer Service 4.7 (20) Customer Service 4.5 (201) ## 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 [Workday Adaptive Planning](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/) [Phocas](https://www.capterra.com/p/141678/Phocas-Software/) [4.7 (136)](https://www.capterra.com/p/141678/Phocas-Software/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/141678/Phocas-Software/) Highest Rated [Lebesgue](https://www.capterra.com/p/238852/Lebesgue/) [4.9 (44)](https://www.capterra.com/p/238852/Lebesgue/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/238852/Lebesgue/) ## FAQs about InsightSquared Overview ### Which roles and teams benefit most from InsightSquared? InsightSquared is most used by sales leaders, revenue and sales operations teams, analysts, and account management professionals who need pipeline visibility, forecasting, and performance tracking. Marketing and customer success managers use it to measure funnel health, campaign impact, retention trends, and team productivity, while executives monitor revenue performance and strategic growth. Answer based on 44 reviews Overview ### What company size and specific industries is InsightSquared built for? InsightSquared is designed for fast-growing tech companies, making it a fit for small, midsize, and larger organizations in the technology sector that need sales and revenue reporting. It is aimed at businesses with expanding teams and changing performance needs rather than companies outside tech. Features and Usability ### What are the key features of InsightSquared? InsightSquared includes core sales analytics features like pipeline management, forecasting, and CRM-based sales tracking, plus dashboards and prebuilt reports for data analysis. Differentiating capabilities include customizable dashboards, drill-down reporting, benchmarking, and KPI scorecards that help sales teams monitor opportunities, rep performance, and trends. Answer based on 23 reviews Overview ### Is InsightSquared good for managing a sales team? InsightSquared gives sales leaders clear visibility into team performance, pipeline progress, and rep accountability. Sales managers, executives, and inside sales teams use it to rank performance, guide coaching, support forecasting, and run meetings with shared dashboards, though some organizations need managers to log in regularly and may want more chart customization. Answer based on 17 reviews Integrations ### Which third-party tools and platforms does InsightSquared integrate with? InsightSquared integrates with Bullhorn, Marketo Engage, Salesforce Sales Cloud, and Zendesk Suite. These catalog integrations cover sales, marketing, recruiting, and support systems, giving teams a direct way to connect InsightSquared with core customer and revenue data platforms. 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 instruction, while live online sessions offer guided setup and learning through remote meetings. 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 generally describe support as prompt, responsive, and helpful, with strong technical follow-up during implementation and setup. Several reviewers highlight fast answers and easy access to customer service when discussing plans, troubleshooting, or getting teams up and running. Answer based on 10 reviews Features and Usability ### How well does InsightSquared handle sales data analysis? InsightSquared makes sales data analysis easy with clear reports, forecasting tools, and filters that help teams spot trends fast. Sales reps, managers, and SMB teams often use it to compare performance, track pipeline health, and review revenue data, though CRM sync delays, configuration issues, and limited customization can create friction. Answer based on 23 reviews Features and Usability ### How good are InsightSquared dashboards? InsightSquared offers easy-to-read dashboards that help sales and leadership teams monitor key metrics quickly. Many users like the out-of-the-box views, custom dashboard options, filtering, and full-screen leaderboard displays, especially for board prep and daily reporting, though some dashboard replication and deeper data access may require admin help or extra services. Answer based on 14 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 5(32) 4(18) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Sr. Revenue Analyst Financial Services ### "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 8, 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. BM Brett M. Regional Sales Manager Hospital & Health Care ### "Sales forecasting at your fingertips" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 July 29, 2021 Problem solved: accurate forecasting for myself and for my manager while allowing me to stay on track for my sales goals. Pros My favorite piece of the software is the dashboard that shows my entire sales for the year. This gives me an accurate measure at how much I need to close in order to hit my numbers. Cons Salesforce and InsightSquared have a direct connection, but if I make a change to the dollar amount value in my opportunity, it doesnt auto update - i am required to manually enter the new dollar change. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User VP Sales Computer Software ### "Great Reporting and Visualization" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 November 10, 2020 Positive, for my needs. 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. 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. AN Anonymous User Recruiter Staffing and Recruiting ### "Great Visualizations and Personalization Options" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 July 30, 2020 I use insight squared to track my progress regarding outbound calls, submissions, interviews and placements. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Analysts Banking ### "Great overlay of Salesforce" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 July 1, 2020 Pros Takes standard SFDC objects to capture KPI data Cons Lacks all the bells and whistles from Slate Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Benton M. Sr Financial Analyst Information Technology and Services ### "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 5, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Manager, Sales Development Computer Software ### "InsightSquared gives us great visibility" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 July 19, 2019 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Lance C. Director of Business Development Computer Software ### "It’s all in the implementation " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 April 11, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Director, Product Marketing Computer Software ### "Great for analyzing sales pipeline" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 February 1, 2019 Cool app Pros It's been helpful for sales management to track and report on sales pipeline. It find trends and uncovers which opportunities are at risk. This can help identify best next steps. Cons Not native to Salesforce. Requires sales management to proactively log-in. This can make it difficult to incorporate into existing reporting processes. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Jacco D. VP of Revenue Libris Photography ### "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 3, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized 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.