InsightSquared Sales Analytics

Used by Executive team, Sales and Sales Ops. We use it to understand AE performance comparisons, sales cycle trends, ACV trends, and more. We use those inputs to then drive our projections + modeling.

We use InsightSquared Analytics for forecasting and retro for our Sales organization. Our Finance team also uses InsightSquared Analytics to create board-ready reporting. Sales Leadership uses it to help coach and address performance within their teams. InsightSquared Analytics is not widely used on our business development team but rather our account executive team. It has extremely robust filtering which keeps us out of Excel and inside Salesforce where InsightSquared can be embedded.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

InsightSquared is used to support insight and analytics across our sales and customer success teams. It allows us to have deeper level insight, specifically for our sales org to understand how every rep is performing against their goals. It allows us to get more in depth insights from our Salesforce data with great visualizations.

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.

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.

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!

Over half of our staff is using Salesforce Analytics. I love how I can run a report for something I used to track manually.

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.

We use InsightSquared to have a clear, visually appealing method to analyze the efficiency of our sales team and marketing efforts.

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.

Right now our sales management and senior management is using InsightSquared in order to forecast, hold sales accountable and see trends in the business. It's great that our C-levels have a tool where they can log in and just see the numbers that are very important to them and then our sales managers can drill down to everyone on their teams. It's a great tool for managing your business. Salesforce is great, but did not give us the depth of reporting that we really required. Now we have it!