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All your statistics and data in a useful and easy to use system
April 16, 2015

All your statistics and data in a useful and easy to use system

Hale Yalinkilic | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Standard

Modules Used

  • Financial Data (QuickBooks)

Overall Satisfaction with InsightSquared

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.
It works well for our company (as per notes before) .
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.