# InsightSquared Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is InsightSquared the right Sales Forecasting solution for you? Explore 51 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/130588/InsightSquared/reviews --- InsightSquared 4.6 (51) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of InsightSquared Ease of use 4.5 Customer Service 4.7 ## Pros and Cons in Reviews Hayley W RecruiterStaffing and Recruiting, 501 - 1,000 employeesUsed the software for: 1-2 years. “This software is not the most user friendly and keeping all the various cards and tables updated can become cumbersome. “ July 30, 2020 ## Showing most helpful reviews Showing 1-25 of 51 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jacco D. VP of Revenue Libris Photography Used the software for: 2+ years ### "InsightSquared informs our best decision making" December 3, 2018 5.0 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 Cory A. Director of Sales, Northeast Computer Software Used the software for: 2+ years ### "Impressive" August 24, 2018 5.0 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 VR Verified Reviewer Sr. Revenue Analyst Financial Services Used the software for: 1-2 years ### "Had to move on" November 8, 2022 3.0 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 Shivakant D. Technical Consultant Computer Software Used the software for: 6-12 months ### "Best BI and Sales Analytics Tool Available Today" March 21, 2018 4.0 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 Benton M. Sr Financial Analyst Information Technology and Services Used the software for: 6-12 months ### "The ultimate sales dashboard tool" December 5, 2019 5.0 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 Lance C. Director of Business Development Computer Software Used the software for: 1-2 years ### "It’s all in the implementation " April 11, 2019 4.0 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 Jennifer C. Marketing Manager Computer Software Used the software for: 6-12 months ### "The additional reporting capabilities that Insight Squared provides makes pipeline management easy." March 6, 2018 5.0 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 Justina L. Marketing and Advertising Used the software for: ### "Great sales tool to keep the sales team engaged" May 21, 2015 5.0 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 Aidan R. Senior Account Manager Used the software for: ### "Very slick App" January 28, 2015 4.0 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 Jonathan B. Sales Operations Manager Computer Software Used the software for: ### "InsightSquared Review" October 30, 2014 5.0 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 SK Steve K. Revenue Operations Manager Financial Services Used the software for: 1-2 years ### "Broad array of metrics but limited customization" November 3, 2016 4.0 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 Review Source JB Jonathan B. Sales Operations Manager Information Technology and Services Used the software for: 2+ years ### "Great tool for analyzing Sales metrics!" October 4, 2016 5.0 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. Review Source Joe L. Business Development - Illinois & Iowa Used the software for: ### "Great product" December 9, 2014 5.0 Fantastic product that makes my job as a sales rep a whole lot easier. Pros Ease of use, accuracy of data, assistance with notifications surrounding risk and momentum Cons None Review Source Ted E. Account Executive - N. California Used the software for: ### "Great App - Easy to Use" December 8, 2014 4.0 i like the ease of use and accuracy of the data. Pros Ease of use Cons Not real time. Review Source MM Mark M. President Computer Software Used the software for: 2+ years ### "Product that makes an Impact on your business!" September 22, 2015 5.0 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 Review Source AS Austin S. Junior Account Manager Used the software for: ### "Prioritize your day the data driven way with InsightSquared" January 23, 2015 5.0 Great product helps me maintain my sales pipeline and make data driven decisions so I can prioritize my day. Pros Great visualization tool! Cons I wish it would update in real time with salesforce Review Source BB Brett B. Consultant Insurance Used the software for: Less than 6 months ### "EXCELLENT PRODUCT AND SOFTWARE!" March 4, 2016 4.0 Pros Great followup, great technical support! Very happy with the implementation as well! Cons nothing! Honestly, so far Insight Squared has been great about offering support for whatever we need. Review Source BM Brett M. Regional Sales Manager Hospital & Health Care Used the software for: 1-2 years ### "Sales forecasting at your fingertips" July 29, 2021 5.0 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 VR Verified Reviewer Account Executive Food & Beverages Used the software for: 1-2 years ### "Extremely insightful information at the tip of your hands without having to do anything. " March 11, 2018 5.0 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. Review Source VR Verified Reviewer VP Sales Computer Software Used the software for: 2+ years ### "Great Reporting and Visualization" November 10, 2020 4.0 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. Reason for choosing InsightSquared Worked well for our needs. Review Source VR Verified Reviewer Analysts Banking Used the software for: 2+ years ### "Great overlay of Salesforce" July 1, 2020 5.0 Pros Takes standard SFDC objects to capture KPI data Cons Lacks all the bells and whistles from Slate Review Source CP Christian P. Vice President Computer Software Used the software for: 2+ years ### "Insight Squared: invaluable when managing rapid growth" September 22, 2015 4.5 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. Review Source VR Verified Reviewer Recruiter Staffing and Recruiting Used the software for: 1-2 years ### "Great Visualizations and Personalization Options" July 30, 2020 5.0 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 VR Verified Reviewer Marketing Operations Manager Hospital & Health Care Used the software for: 1-2 years ### "Unmatched Platform in Its Space" August 14, 2018 5.0 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. Review Source VR Verified Reviewer Regional Director Computer Software Used the software for: 1-2 years ### "Insightful application" September 27, 2016 5.0 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. Review Source Similar Products Featured