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InsightSquared

InsightSquared

4.5
(287)
Optimized for quick response

InsightSquared helps sales operations professionals break the cycle of spreadsheets by equipping them with actionable, real-time intelligence on virtually all sales KPIs. Fast growing technology companies rely on the company's solutions to forecast more accurately, better manage pipeline, tailor rep coaching based on individual performance, and conduct data-backed planning and analysis.

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InsightSquared Features

Reports

Reports Interface

Reports interface for standard and self-service reports is intuitive and easy to use.

93%
(Based on 151 reviews)

Steps to Answer

Requires a minimal number of steps/clicks to answer business question.

86%
(Based on 140 reviews)

Graphs and Charts

Offers a variety of attractive graph and chart formats.

94%
(Based on 151 reviews)

Score Cards

Score cards visually track KPI's.

91%
(Based on 137 reviews)

Dashboards

94%
(Based on 151 reviews)

Data Sourcing

Data Sourcing

Compiles data from a breadth of either internal or external sources.

90%
(Based on 97 reviews)

Exporting & Sharing Data

Enables user to communicate data by securely exporting and sharing it.

90%
(Based on 98 reviews)

Multi-Device Data Visualization

Allows users to view data visualizations on several devices.

88%
(Based on 75 reviews)

Interactive Dashboards

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

93%
(Based on 110 reviews)

Data Segmentation

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

89%
(Based on 100 reviews)

Predictive Analytics

Live Forecasting

Provides live customer data so that sales organizations forecasts stay current.

86%
(Based on 96 reviews)

Lead Scoring

Provides scores or rankings of each prospect based on the data provided.

79%
(Based on 48 reviews)

Opportunity Scoring

Provides insights to determine which deals already in the pipeline have the best chance of closing.

82%
(Based on 71 reviews)

Risk Analysis

Warns sales teams of accounts that may be at risk of being lost.

82%
(Based on 73 reviews)

Sales Management

Live Pipeline Management

Updates every time a change is made enabling users to trace a deal through the pipeline.

91%
(Based on 104 reviews)

Sales Gamification

Enables competition between a sales team by providing things like challenges and scoreboards.

83%
(Based on 69 reviews)

Account-Based Analytics

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

86%
(Based on 74 reviews)

Activity Tracking

Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

90%
(Based on 96 reviews)

Self Service

Calculated Fields

Using formulas based on existing data elements, users can create and calculate new field values.

86%
(Based on 121 reviews)

Data Column Filtering

Business users have the ability to filter data in a report based on predefined or automodeled parameters.

89%
(Based on 135 reviews)

Data Discovery

Users can drill down and explore data to discover new insights.

88%
(Based on 123 reviews)

Search

Ability to search global data set to find and discover data.

85%
(Based on 120 reviews)

Collaboration / Workflow

Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms.

86%
(Based on 107 reviews)

Automodeling

Tool automatically suggests data types, schemas and hierarchies.

87%
(Based on 86 reviews)

Advanced Analytics

Predictive Analytics

Analyze current and historical trends to make predictions about future events.

n/a

Data Visualization

Communicate complex information clearly and effectively through advanced graphical techniques.

94%
(Based on 132 reviews)

Big Data Services

Ability to handle large, complex, and/or siloed data sets.

n/a

Building Reports

Data Transformation

Converts data formats of source data into the format required for the reporting system without mistakes.

89%
(Based on 61 reviews)

Data Modeling

Ability to (re)structure data in a manner that allows extracting insights fast and accurate.

87%
(Based on 58 reviews)

WYSIWYG Report Design

Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)

89%
(Based on 50 reviews)

Integration APIs

89%
(Based on 50 reviews)

Platform

Sandbox / Test Environments

n/a

Mobile User Support

82%
(Based on 38 reviews)

Customization

82%
(Based on 72 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

88%
(Based on 73 reviews)

Internationalization

87%
(Based on 39 reviews)

Performance and Reliability

94%
(Based on 74 reviews)

Breadth of Partner Applications

n/a