InsightSquared is a revenue intelligence and sales analytics platform purpose-built for Salesforce users. It transforms raw CRM data into actionable dashboards covering pipeline health, sales rep performance, forecast accuracy, and trend analysis — without the complexity of building reports manually in Salesforce or Tableau.
Product Overview
InsightSquared's out-of-the-box report library covers the metrics most revenue teams care about: funnel conversion rates, average sales cycle, win rates by segment, and deal-level activity. Its AI forecasting model ingests historical CRM data to generate bottom-up forecasts with confidence intervals, while the Activity Scorecard measures rep engagement levels and correlates them with quota attainment. For RevOps teams, InsightSquared reduces the time-to-insight from days of manual reporting to seconds.
Key Features
- Pre-built Sales Reports: 100+ out-of-the-box report templates covering pipeline, activity, conversion, and performance metrics.
- AI Forecasting: Machine learning-driven revenue forecast with confidence ranges based on historical Salesforce opportunity data.
- Pipeline Analytics: Waterfall and flow analysis showing how pipeline has changed over time and where deals are being lost.
- Rep Scorecards: Activity and performance metrics per rep: calls, emails, meetings, pipeline created, and win rate.
- CRM Data Sync: Real-time bidirectional sync with Salesforce — dashboards always reflect the latest CRM state.
Best For
Sales leaders and RevOps teams at mid-market B2B companies using Salesforce who need better pipeline visibility and forecasting than native Salesforce reports provide, without the complexity of full BI tooling.
Pricing
Custom pricing — typically $35–$65/user/month depending on modules. Requires Salesforce. Contact for a quote.
Key Integrations
Salesforce, HubSpot, Slack, Google Sheets, Marketo, Outreach, Salesloft
Pros
- 100+ pre-built reports — fastest time-to-value in the category
- AI forecasting improves over time with historical data
- Excellent pipeline waterfall visualisations
- Good Salesforce sync reliability
Cons
- Primarily built for Salesforce — limited value without it
- UI feels less modern than newer competitors
- Can be expensive for smaller teams
