InsightSquared Sales Analytics Reviews

77 Ratings
<a href='' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.1 out of 100

Do you work for this company? Learn how we help vendors

Overall Rating

Reviewer's Company Size

Last Updated

By Topic




Job Type


Reviews (1-25 of 41)

Companies can't remove reviews or game the system. Here's why.
April 15, 2020
Reggie Dye | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use InsightSquared in our sales organization to provide analytics and metrics on pipeline health, process bottlenecks, sales cycles, progress towards goals, forecasting and individual team member performance in order to better manage our business. We're able to gain insights that we can't obtain from the standard dashboards and reporting Salesforce provides. Prior to obtaining InsightSquared, we had hunches and suspicions about what was happening in our pipeline and sales process, but those things became visible, by individual seller, when we had the tool. That allowed for individual coaching and improvement based on data. We did look at Salesforce's Einstein tool that provides similar functionality, but found InsightSquared to be more affordable and just as capable if not more so.
  • Love that there are graph templates that can be customized and provide a very clear picture of what's going on.
  • Each graph/chart has an explanation of what it means and how to use it.
  • Is integrated with Salesforce, i.e., appears as a tab along with Accounts, Reports, Dashboards, etc., for easy access.
  • There are a couple graph/chart explanations that could be a little easier to understand.
  • Nothing else really comes to mind.
I think the tool is well suited for individual coaching and mentoring on sales performance, really helping you understand how/if your pipeline is changing/growing, which was a top concern for us when we purchased the tool, helping the exec team easily understand how we're tracking towards goals and why we're being successful or why not, and identifying trends on why we're winning or losing deals as well as getting a sense of which open deals are most likely to wind up in the won or lost columns. We're not an inside sales team and haven't yet gotten into measuring and reporting on activities.
Read Reggie Dye's full review
April 02, 2020
Kat Lazzaro | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
All of the sales positions within our company utilize InsightSquared. We use it to track KPIs and monitor activity. We also display a leaderboard on our bullpen TVs to keep track of the "movers and shakers" in sales. It's integrated into our daily process and is the first place we go to locate any sort of activity information.
  • The reports are customizable--you can view your date the way you want to view it.
  • Their customer support is absolutely second to none--A+ every time.
  • Such a robust system full of ANY data you could think of
  • Their easily customizable reporting makes KPI tracking a breeze.
  • The system is almost TOO robust; it's nearly impossible to learn and utilize everything within the system.
  • Some things are not customizable after creating them. Leaderboards, for example, cannot be renamed; they have to be deleted and re-added.
InsightSquared Sales Analytics is perfectly suited for recruiters and/or business development to log in and easily see their daily/weekly/monthly/annual activities. It's great to see how far you've worked towards your goals and KPI metrics. We like displaying the leaderboards in our bullpen to keep people constantly motivated to be #1 in a given category.
Read Kat Lazzaro's full review
March 13, 2020
Erik Wall | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We primarily use it for goal tracking and to measure daily activity goals. We like it because it is easier to track with than any native salesforce tools and the data is presented in a much more digestible format.
  • Visualization
  • Accurate reporting
  • Trend analysis
  • Report flexibility
  • Ability to integrate into Salesforce dashboards
1. Great for KPI and outreach tracking.
2. Great for analyzing long term sales trends and identifying what might be going wrong when sales are decreasing.
Read Erik Wall's full review
April 21, 2020
Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use InsightSquared as a dashboarding and analytics tool for our sales, finance, and marketing organizations. We have custom dashboards built for each team within the sales department, rolling up to our VPs and CSO, as well as general use by the rest of our executive team. Finance uses it for pipeline history analysis, while marketing has utilized some customized reporting for attribution data.
  • Great canned reports, all relevant to sales organizations
  • Ability to tailor dashboards to specific needs
  • Consistent sync with Salesforce
  • Not easily customizable by the end user, needs professional services
  • Inability to create a custom report with a graph
  • Marketing data tools are still primitive
InsightSquared has been a great tool for quick reference dashboards for the whole organization and teams within the sales org. It presents a standardized individual dashboard for all the reps on the team. It doesn't fare well when trying to deep dive things like campaign and lead source inquiries, as well as activities associated with that opportunity.
Read this authenticated review
March 26, 2020
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
InsightSquared Sales Analytics is being used heavily across the whole organization, although when I worked on the internal Revenue Ops team at my company I used it more often.

We use itInsightSquared Sales Analytics for forecasting, pipeline management, win songs feature (which is a great one, by the way), sales leaderboards, and more. We have it built into our very business process and reviewing the data. We have recurring reports for both individual reps and management. The visualization options and custom pivots work well.
  • Clean visualization
  • Reliable CRM integration
  • Quality pivot options and recurring reports saves so much time, as opposed to only running reports in CRM.
  • Win songs!
  • Leaderboards
  • It's hard to know when you have custom pivots and when you don't.
  • Some customization is not available, but sometimes it's better to adhere to these sorts of limitations.
  • Pricy
InsightSquared Sales Analytics is best suited for sales analytics and pipeline management. We haven't delved into their recurring revenue reporting as we are not a SaaS model, but seems like it would do well there as well. The ability to pivot revenue-based reporting on any given field and have it dynamically updating in dashboards is very helpful. The card views are clean and effective at sharing data.

It's less appropriate for fusing marketing analytics with revenue. The integration with marketing automation platform seems a bit weak. If your SFDC activity data isn't well configured, that can cause issues as well with SDR type metrics.
Read this authenticated review
March 14, 2020
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use it to track and report on various metrics including our Sales and Marketing KPIs. It is instrumental in our reporting and forecasting. Outside of Sales, our casting and finance teams rely on the platform for accurate data as well.
  • Reporting.
  • Out of the box reports.
  • Data analysis.
  • Custom report building.
  • Customer success.
  • Integration with Salesforce.
  • More reports.
  • Slightly more customization to charts and table views.
Well suited for tracking Salesforce metrics. They provide reports that would take a long time to create in Salesforce and gives ideas on what could be good reporting. Forecasting pipeline and managing pipeline is easy with some of the reports built in. Live updating is also great. Integrates well with other apps so it can be used easily in other scenarios.

Should not be used for one-off reports. These reports stay there and are a bit set in stone (which I think is a good thing). Limits custom reporting which is both a pro and a con.
Read this authenticated review
December 21, 2017
Claudia Campos Hogan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We wanted a platform that allowed us to give full visibility of our growth metrics to every team member. InsightSquare makes it super easy, including training our team leads and whoever was interested in using the platform.
  • Great value for money! InsightSquare has great off-the-shelf reports and charts, answering most questions sales teams face. InsightSquared is super easy to set up, the customer success team really goes above and beyond to make sure the account is pulling the right data, and we are leveraging the tool to its best.
  • It works seamless with Salesforce, and data is refreshed almost in real-time.
  • Bulk changes to reports/dashboards can be time consuming sometimes. But there is not much to complain about the tool so far. It serves our current requirements quite well. Customer Success has been quick to respond and help us out.
Fantastic tool for growing sales teams!
Read Claudia Campos Hogan's full review
December 20, 2017
Sarah Mayer | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use InsightSquared for the marketing, sales, management and finance departments. We use the tool to track marketing attribution to pipeline and won deals, by channel, CVR, velocity, and more and make sure marketing hits our target numbers. We also use it in sales to track activity, attribution, forecasting, and CVR. Management and finance use the tool to project spend, goals, forecasting, and hold the marketing and sales teams accountable, see progress, and see where we need more work.
  • Cross-object reporting in conjunction with Salesforce allows us to see a broader analysis of our database as a whole (leads, contacts, opportunities...).
  • Retroactive reporting so that we can see at any given time in history what leads hit what success, which Salesforce lacks.
  • Emailable dashboards filled with customized reports.
  • Deciding what type of report for what use case is confusing. Perhaps the naming scheme needs to be updated to follow more what Salesforce uses.
  • Customizing reports on filters sometimes requires help from support based on how customized you need it.
  • Regular check-ins about new features, how to use the tool, etc. would help with adoption.
We use InsightSquared every day to see how many qualified leads are coming in, and from where. That way we can allocate dollars to the channels that convert quickest.
Read Sarah Mayer's full review
December 20, 2017
Greg Larsen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We are currently using InsightSquared in many aspects throughout the sales organization. Everything from leaderboards to create transparency and motivate individual contributors to executive dashboards for overall sales performance reporting. I like InsightSquared because of the visibility and insight it gives other departments into the sales team. Our managers even use InsightSquared dashboards for coaching sessions.

InsightSquared has given us the ability to easily drill-down into our data and make our Salesforce data actionable for the individual, the manager, and the executive team all at once.
  • High-quality Leaderboards
  • Executive Dashboards
  • 1:1 Manager Dashboards
  • Basic version comes with 80 pre-built reports, but it can be difficult to customize those reports
  • Licensing structure can be somewhat inflexible
InsightSquared is perfect for a sales team that is looking for actionable insights that look better than a standard Salesforce report or dashboard. Teams that need leaderboards and visibility into sales data will love InsightSquared.

Teams that have data analysts processing data and performing more sophisticated analysis on data, will be frustrated with the basic version of InsightSquared. To make the product effective for those groups, you will want to purchase the additional feature/product called Slate. Slate will allow you to connect in other BI tools and use that data in InsightSquared dashboards and reports.
Read Greg Larsen's full review
December 12, 2017
Christian Danish | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Absolutely essential taking full advantage of your Salesforce deployment and tracking how your sales team members are operating. Without this type of visualization tool, it is very hard to show trends or patterns that exist in your Salesforce data. When establishing a Sales Operations role in our organization the tool was critical to identify keys problem areas that were then resolved by implementing new processes or training programs.Sales Management has adopted the dashboard as a vehicle to deliver performance feedback in 1x1 meetings with team members.
  • Providing industry leading visualizations of your sales and marketing data
  • Ability to manage sales operations
  • Create visual dashboards
  • Flexibility to change the standard reports
  • Better guides to how to interpret the data that is shown in their standard reporting suite
Essential if you are using Salesforce and want to visualize the data that you are tracking for sales performance and operations.
Read Christian Danish's full review
December 07, 2017
Rolf Kramer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
The entire organization uses InsightSquared to view activity metrics and results. We rely on it to see how we are doing and make business decisions. It is integrated with our ATS/CRM application. (Bullhorn) It also provides us with data on how are people are doing with phone activity. Can't imagine not having it.
  • Configurability
  • The UI is easy and intuitive
  • Their customer service is top shelf
  • Very reliable platform
  • Cannot display averages in a meaningful way for us
  • Does not connect to our back office (Bullhorn Back Office)
They understand the staffing industry and how we look and consume data. They have the best customer service and they are extremely innovative.
Read Rolf Kramer's full review
December 07, 2017
Shelby Aitkenhead | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
InsightSquared is primarily used by managers and our executive team to monitor sales progress. It allows for sales, management, and finance to clearly see results, and investigate ad-hoc questions.

It is a great resource for sales managers during one-on-one rep meetings to see where the rep stands in regards to quota coverage, pipeline, and historical performance.
  • Quick and easy data solution of executive team. They can use their phones to view the IS2 app.
  • Intuitive platform that can be picked up easily by new hires.
  • Numerous Filters that allow for quick answers to ad hoc questions.
  • Hard to track history if reps change positions/roles
  • A few of the reports like Quota Heatmap and Bookings Overtime prorate goals based on number of days that have passed in the Month/Qtr to show progress. Unfortunately, at this time this functionality cannot be removed in IS2 to look at the full current Month/Qtr. goals.
  • lag time to update deal data from Salesforce
I am an analyst at a SaaS company. It is a great tool to understand historical trends and predict future performance. InsightSquared also allows you to create and share a dashboard that can give management insight into key metrics, without having to do the analytic work themselves.

There is also a prebuilt SaaS dashboard that can be used.
Read Shelby Aitkenhead's full review
September 18, 2017
Steve Kim | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use InsightSquared to manage our pipeline as well as sales activity. The reports and dashboards facilitate our weekly forecast call and the one on one's with the sales manager and our sales reps. It is being used primarily by our sales group but other groups such as our marketing and business development teams leverage specific reports.
  • Graphical representation of pipeline and activity
  • Easy to navigate and interpret data behind reports and dashboards
  • Seamless integration to Salesforce
  • Some areas lack a high level of customization and requires assistance from professional services
There are a lot of detailed reports that come standard and really help us manage our pipeline. For example, the pipeline inflow/outflow report is an excellent indicator of the current status of our pipeline. I also find the newsfeed really helpful as it aggregates the risk factors of our entire pipeline.
Read Steve Kim's full review
June 30, 2017
Dylan Schmer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our sales team uses it on a daily basis. We view pipelines as a team and an individual, forecast, trend data, stuck deals and benefit from many other insights that the tool has to offer. It addresses the business problem of objective visibility. We can now put some data behind how a deal is truly trending rather than just gut feel.
  • Their momentum report is one of my favorite reports. It gives an objective look at which deals have had a lot of activity on them recently and provides a good focus.
  • Detailing what each report means, very helpful.
  • Great interface and easy navigation.
  • Maybe an improvement on the load time for some of the reports, not bad overall and not something that ever detracts from the core functionality of the product.
  • Nothing else that comes to mind!
In-depth look at pipelines and deal trends are where this tool shines for our team. We can very easily understand how are efforts are affecting our pipeline. Because of its customization abilities, I don't know that there are too many scenarios that it wouldn't be of great benefit to an organization.
Read Dylan Schmer's full review
April 27, 2016
Josh Costello | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our company uses InsightSquared to track and analyze sales metrics within our recruiting activity. We are a four person technical recruiting agency and it is used by all four members of our team. It has been great for looking at metrics across the two years of our existence to find data trends as well as analyzing current data to see how we are stacking up against previous quarters.
  • The user interface is very logical and easy to use.
  • The graphs and charts really help for visual learners.
  • The amount of data you can analyze is massive! You can run a report or create a dashboard for just about anything.
  • It seems like there are times where we can't figure out where the data is coming from. That could be user input errors.
  • You can get overwhelmed by the amount of options available for report generation.
  • Sometimes it is hard to interpret exactly what the data is saying. For instance, there is a funnel graph with percentages, but is the 90% related to the number directly above it or all numbers above?
I can only really speak to how we use it within our niche, but for staffing it is super important to track number of submittals to placements, and other metrics related to how efficiently we need to work. These things are really easy to track with InsightSquared. I think questions that should be asked need to revolve around the specific data it is important to capture, and how the product can manipulate that data.
Read Josh Costello's full review
March 16, 2016
Kerstin Barthelmes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use it across the company. It's great to see our current position, trends, development and forecasting. As a Sales consultant it is a great way to quickly see my performance, how I do in comparison to my colleagues and how close I am hitting my targets. The dashboard gives you all the info in one easy to understand page. Furthermore, "The Lab" makes it possible to forecast how much commission I should make for any time frame selected. I also think that the newsfeed is a great way to get selected data sent in an email instead of having to log into the InsightSquared website.
  • Dashboard - fundamental data in one easy to understand page
  • The Lab - great way of using the system to generate data for any time frame
  • Newsfeed - get the data straight into your email inbox
  • Maybe more colours
  • Different diagrams (cake diagram)
InsightSquared works great for the recruitment industry. We tested it extensively during the free trial. It integrates well with Bullhorn CRM.
Read Kerstin Barthelmes's full review
February 03, 2016
Aidan Ryan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
InsightSquared Salesforce Analytics have transformed our sales team and how we do business. The Dashboards are intuitive and the predictive modelling is incredibly helpful. As an account manager in sales, having a strikezone list, seeing the numbers in my pipeline, highlighting at risk opportunities etc., makes my job easier!
  • Predictive Modeling
  • Visualizing Data
  • Routine Reporting
  • More frequent data updates from Salesforce (however, they are already quite frequent)
It works well for understanding your own uses of Salesforce and then matching InsightSquared to give you the best results. It can take some tweaking but once it is up and running, it will be smooth sailing from there. The support team is very helpful!
Read Aidan Ryan's full review
October 05, 2015
Amanda Matczynski | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Currently, we are using InsightSquared primarily for the sales department of our software solution. We hope to be able to use it across the entire firm in the next year or so. It is helping us to better forecast our sales. We have also started to use it to get an idea of how often sales opportunities are being pushed in the pipeline instead of being closed as a loss. We are at the beginning of figuring out all that InsightSquared has to offer, but it has been immensely helpful in seeing our data in different ways to assist us in the process of cleaning.
  • I love the flexibility that InsightSquared has to offer. We have a number of Salesforce fields that are used in different ways because we aren't strictly a sales company. They have been helping us from the beginning to figure out the best ways to organize our data to get the information we're looking for.
  • The Dashboards within the system are great. I wish we used them better than we currently do, but that is a growth area for us. As the admin, I have the capability to setup dashboards for different users who may not be as tech-savy. This is huge because I can play around with them and experiment before we implement for the user.
  • I know this is something they have in process, but I would love to be able to customize reports myself. The support team is always super responsive and makes sure that we're taken care of. But, it would be great to just be able to log in and change the small things myself.
  • I recently downloaded the InsightSquared app to my phone, and I'd like to see more functionality there. Currently. You are only able to see dashboards that have a already been created.
I wasn't involved in the selection process for this system, so I am not sure what some of the key questions might be. I can tell you that I think it's definitely more appropriate for companies that are more sales driven. We are an accounting firm, and though business development is a huge part of our business the sales model is very different from the typical sales company. I do think that the flexibility of the InsightSquared system is what has allowed us such success in using it.
Read Amanda Matczynski's full review
May 05, 2015
Henry Hayes | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
InsightSquared is used by our sales department and company management to track overall sales performance, individual sales performance and assist in meeting our predefined sales targets. It provides visibility into our targets which is not afforded to us by Salesforce, through which the data is pulled. It provides a clear and easy way to assess the method of ranking the sales performance of individuals against each other.
  • Provides an at a glance look at sales health over a predefined period
  • Gives access to a dashboard tracking individual sales performance
  • Consolidates and cleanses sales data from Salesforce
  • Does not support data from for it's support tracking product
  • Doesn't leverage reminder data on missed deadlines from Salesforce to highlight sales health to its full potential
If all of your data isn't consolidated in one place, this product is less appropriate. If your company or team structure isn't yet developed to the point where you have well defined sales targets based on historical data and accurate forecasting, many of the benefits of Insight Squared's data analysis could be lost on you. Ask yourself first if your sales team is at the point where you're ready to utilise data analytics to scale your sales effectively.
Read Henry Hayes's full review
April 24, 2015
Mona Trabelsi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
It is used mainly to track our sales performance. InsightSquared helps us analyze our sales metrics, the amount of revenue we are bringing in, close rates, pipelines, and all other useful stats that keep a sales professional motivated, focused, and very aware of their goals.
  • The dashboard is amazing: easily customize your view so you can view all the data that is most relevant to you at a glance
  • Sales metrics: see how you are comparing to your peers, from every possible angle. InsightSquared gathers all the data you need to know, want to know, and didn't even know you wanted!
  • Predictive statistics and the likelihood of a deal to fail or succeed is quite useful in a sales environment where time efficiency is key. Need to know what deals to focus on? You can see exactly what deals need more TLC, which ones are likely to close, and which ones to stop wasting time on.
  • I loved how you can chose filtering options, in our particular sales environment, but the updates you just released completely changed it and made it difficult to sort through the multiple filtering variables we have in place.
  • Information overload: unless you're incredibly proficient, it may be overwhelming to look at all the data and figure out how to understand it
  • Actively provide more demos on feature updates perhaps? Again, this is a very powerful tool but if a sales team doesn't know how to use it to it's fullest potential, then it's not worth the $$$. Make sure you are in contact with your clients and their growing teams are not only comfortable using InsightSquared, but it is an integral part of their sales success.
-Explain your sales environment
-What data is most important for your team to see on a regular basis?
-What metrics is the sales team being graded on?
-What tools do you currently have in place that can feed into InsightSquared? You need to make sure you already have a sales environment that is set and InsightSquared will basically report on it's performance.
Read Mona Trabelsi's full review
November 11, 2015
Alex Unruh | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Over half of our staff is using Salesforce Analytics. I love how I can run a report for something I used to track manually.
  • Accurately track submittals
  • Nice visual charts of where you are to goal
  • Custom modules on the home page could be a little more user friendly to set up
Read Alex Unruh's full review
February 20, 2015
Meghan Butler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our primary goal for using InsightSquared is to better understand and manage the pipeline of potential loans for our lending department. With over 600 reports that are simply not possible to create using native Salesforce analytics, I can analyze our organization data in all new ways. The reports available in InsightSquared provides insight into individual and overall portfolio performance and help us identify actionable areas for improvement.
  • The suite of reports offered are excellent! It allows us to analyze our lead and opportunity data in ways that are not possible with native Salesforce analytics functionality.
  • The user interface is aesthetically pleasing and easy to use. This is not a given for many applications and increases the likelihood of adoption.
  • InsightSquared has excellent customer service. With enterprise edition, we have a designated customer support person to answer any of our questions and ensure that we are happy with our overall implementation.
  • I'd love to see the user interface available in other languages, especially Spanish.
  • As an administrator, I would like to be able to make more customizations myself. I believe this is on their roadmap.
  • When I create a new user in Salesforce, I would like to be able to force InsightSquared to update and immediately enable the new user rather than wait for the normally scheduled update to appear in their system. Right now, it takes about a day for the new user to appear in InsightSquared.
InsightSquared is currently configured to analyze your Salesforce lead and opportunity data. If you are not using these standard objects to manage your sales pipeline, then their product would likely not be appropriate for your business. During the selection process, I recommend taking advantage of their free trial. With a free trial, you can begin the customization process and best determine whether their product will meet your needs.
Read Meghan Butler's full review
June 10, 2015
Adam Goyette | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
InsightSquared is currently being used by both sales and marketing to improve the sales process and monitor trends in rep behavior / lead quality. We have been able to identify major gaps in behavior and also given the sales managers the tool they need to have these insights at their disposal for coaching.
  • I love the easy to use format and how digestible the information is. Often times reporting, especially the ones as detailed as the ones they provide can be difficult to make sense of. The reports they provide make it very obvious to anyone what the actionable items are. Also being able to auto-send the reports daily is awesome.
  • Improving Sales process. We have been able to identify major gaps in behavior and also given the sales managers the tool they need to have these insights at their disposal for coaching.
  • Funnel Reporting
  • More ability to build customized reports
Read Adam Goyette's full review
May 26, 2015
Matthew Thistle | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
InsightSquared is being used across the sales organization, on both a team level and an individual level. It's an understanding of what our team / individual goals are, how we're tracking towards those goals, and a reminder of what we need to do to achieve those goals. It's incredible at increasing productivity, as well holding ourselves accountable for what we need to do. It's also a great complimentary tool to other CRMs and other enablement tools.
  • It helps me to prioritize my tasks well.
  • It keeps me on track to my sales goals. They provide easy to configure views and dashboards for easy sourcing of data.
  • They have a tremendous support team w/ lots of best practices and educational content.
  • At times there can be a lag in the reporting. If this continually updated in real time it would be even more powerful. But this is not a deal breaker by any means.
It's well suited for any business looking to scale, or for fast growing sales teams.
Read Matthew Thistle's full review
April 16, 2015
Hale Yalinkilic | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Dashboard - easy customization to get all the information in one place (this pulls through to the mobile app as well).
  • My Reports - all my atargets and statistics easily accessible.
  • The Lab - good overview of our financial targets, commissions etc.
  • 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.
In Recruitment / Sales it is a great tool to use as it helps you in different departments:

  • Contracts department: knowing when consultants will start / finish projects and when to chase clients.
  • Finance: Good overview of finances of the company.
  • Management: Good overview of your teams targets, finances, etc.
  • Each sales consultant individually: Good overview of personal sales target and commission.
Read Hale Yalinkilic's full review

What is InsightSquared Sales Analytics?

InsightSquared Tiles is a sales analytics platform that provides sales leaders with the insights they need to drive performance and close deals. According to the vendor, the comprehensive set of reports provide sales leaders with ready access to all the analysis they need to assess their progress, diagnose performance gaps, and formulate action and coaching plans. Additionally, the vendor says their solution provides a single version of the truth for finance, sales and marketing teams, which enables companies to make better decisions.

InsightSquared Sales Analytics Features

Additional Features
Has featureComprehensive Pipeline Management
Has featureObjective Sales Forecasting
Has featurePainless Sales Retrospectives
Has featurePowerful Pipeline Trends

InsightSquared Sales Analytics Screenshots

InsightSquared Sales Analytics Videos (2)

InsightSquared Sales Analytics Downloadables

InsightSquared Sales Analytics Integrations

InsightSquared Sales Analytics Competitors

InsightSquared Sales Analytics Pricing

Starting Price: $65

  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
ModulesPricing DetailsTerms
Financial Data (QuickBooks)Contact Us
Support Data (Zendesk)$50Per User per Month
Telephony Data (Synety)$10Per User per Month

InsightSquared Sales Analytics Support Options

 Free VersionPaid Version
Social Media
Video Tutorials / Webinar
Live Chat

InsightSquared Sales Analytics Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Mobile Web
Supported Languages: English

Frequently Asked Questions

What is InsightSquared Sales Analytics?

InsightSquared Sales Analytics is a sales analytics and development platform that also supports demand generation analytics and SaaS reporting. It is designed for providing insights into sales processes, closing rates, pipeline and revenue forecasts, calculating KPIs, and market hiring processes.

How much does InsightSquared Sales Analytics cost?

InsightSquared Sales Analytics starts at $65.

What are InsightSquared Sales Analytics's top competitors?

Birst, Domo, and GoodData are common alternatives for InsightSquared Sales Analytics.

What is InsightSquared Sales Analytics's best feature?

Reviewers rate Data Sharing and Collaboration highest, with a score of 9.

Who uses InsightSquared Sales Analytics?

The most common users of InsightSquared Sales Analytics are from Mid-size Companies and the Computer Software industry.