InsightSquared for the Financial Analyst
December 07, 2017

InsightSquared for the Financial Analyst

Shelby Aitkenhead | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with InsightSquared

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
InsightSquared was implemented before I was hired with the company. But from what I heard there weren't other products that really compared nor fulfilled the needs of our teams.
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.