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InsightSquared Review

InsightSquared OUR SCORE 90%
starting price By quote
our score 90%
free trial
  1. What is InsightSquared
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is InsightSquared?

InsightSquared is a business intelligence suite that provides a vast selection of analytics and business reporting features. It measures each of your business aspects such as customer service, staffing, financials, sales, and marketing. The platform provides customer support, insights derived from staffing analysis, and financial reporting. InsightSquared’s sales analytics tools are able to perform deep analysis into the pipeline of sales. It covers retrospective identification of trends and sales forecasting. Sales analytics, on the other hand, is used for measuring employee successes and achievements. These two sales features can work together with marketing analytics information in order to determine lead sources, measure campaign results, and monitor lead generation.

Product Quality Score

Ease of use
Customer support
Value for money

InsightSquared features

Main features of InsightSquared are:

  • Customer support trend analysis
  • Suite of campaign & lead reports
  • Customer case management
  • Sales rep KPI analysis
  • Sales forecasting
  • Employee activity dashboard
  • Sales retrospective reports
  • Customizable reports
  • Pipeline trend analysis
  • Marketing campaign analysis
  • Customer rep KPI analysis
  • Goal tracking
  • Company-wide financial reporting
  • Sales cycle & won/lost analyses
  • Daily lead gen reports
  • Pipeline management
  • Salesforce & Quickbooks integration
  • Revenue & expenses reports
  • Scheduled email alerts
  • Insight Feed
  • Employee scorecards
  • Sales coaching

InsightSquared Benefits


The main benefits of InsightSquared are its multiple dashboards that provide views of all important metrics, the capability to use the information to predict sales, analysis of marketing trends, financial reporting, analysis of employees, and support team analytics. Here are more details:

Displays all relevant metrics

The software sports six dashboards, each one is customizable, and they provide you with a live view of every important metric as well as latest trends helpful to your business. It shows sales cycle warnings, flagged data errors, new pipeline opportunities, and a lot more.

Sales and trends forecasting

By using historical win rates, either by stage or by employee, InsightSquared is able to predict must-win and sales opportunities. It can determine emerging trends through the use of over 10 pre-built pivots that can be filtered and segmented. And to provide a full pipeline analysis, the application can be integrated with Salesforce.

Marketing analytics

The system is equipped with features that perform in-depth marketing analysis such as measuring progress towards the goals in lead generation. It can also report relevant information about campaigns and view the conversion rates of lead to opportunity.

Financial insights

With InsightSquared, you’ll be able to obtain insights into the emerging trends in financial aspects and drill into certain accounts and segments. The system can give you unified reporting that spans across the entire company or you can get more specific reports organized per department. This feature integrates well with all versions of QuickBooks.

Workforce analytics

InsightSquared enables you to define job orders on a daily basis, divide them by status or age, and then add custom segments. You can also monitor the progress of workers related to their individual productivity and goals through the system’s employee scorecards and activity dashboards. This will allow you to spot both the best recruiters and the best candidates for each job.

Team Analytics

Emerging trends are useful information for deriving critical insights helpful to your business. With the aid of InsightSquared, you will be able to obtain such insights by analyzing historical data, pivot, and filter by industry or employee, and then drill down by accounts and segments. Open cases can be analyzed with the use of multiple variables and filters and KPIs are measured by individual sales representatives.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

InsightSquared Integrations

The following InsightSquared integrations are currently offered by the vendor:

  • Bullhorn
  • Quickbooks
  • Salesforce
  • Zendesk


Customer Support


Pricing Plans

InsightSquared pricing is available in the following plans:

Free trial
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