InsightSquared

InsightSquared converts existing CRM data into actionable intelligence for revenue teams.

Updated October 2026

InsightSquared logo
AnalyticsAnalyticsSales Tools
Visit InsightSquared

Overview: What is InsightSquared?

The platform provides predictive insights and performance visibility through an extensive library of pre-built reports. Organizations use it to identify pipeline risks and forecast revenue with greater accuracy.

InsightSquared is a revenue intelligence platform that helps commercial teams extract more value from their existing CRM investments. The product connects directly to Salesforce and other CRM systems to surface trends, track rep activity, and highlight pipeline health without requiring manual data entry. Users gain access to over 350 out-of-the-box reports and dashboards designed for sales managers, RevOps leaders, and executive stakeholders. Predictive analytics capabilities allow teams to forecast quarterly outcomes and identify at-risk deals earlier in the cycle. The platform aims to reduce the time spent on reporting administration while increasing the accuracy of strategic planning.

Fit: Ideal customer profile.

Mid-market and enterprise B2B organizations with established CRM processes that need deeper visibility into pipeline health and revenue forecasting.

  • Mid-market
  • Enterprise
  • Series B+

Capabilities

Key features.

01

Over 350 pre-built reports and dashboards

02

Native CRM integration with Salesforce and other platforms

03

AI revenue forecasting

04

Pipeline health monitoring and risk identification

05

Rep performance and activity tracking

06

Predictive analytics for deal outcomes

07

Customizable reporting for executive stakeholders

08

Automated data capture reducing manual entry

09

Forecast accuracy measurement over time

Usage

How to use InsightSquared.

Teams connect the platform to their CRM instance and configure user permissions. Managers then select from the available report templates to monitor pipeline changes, rep productivity, and forecast accuracy on an ongoing basis.

Cost

Pricing.

Pricing is not publicly listed and requires a conversation with the sales team.

At a glance

Quick facts.

Stack position
Analytics
Category
Analytics, Sales Tools
Best for
Mid-market, Enterprise, Series B+
Pricing
Pricing is not publicly listed and requires a conversation with the sales team.

Subcategories

  • Forecasting
  • Revenue Intelligence
  • Sales Analytics

Talk to us: Pick the tool. We run the system around it.

InsightSquared is one part of a stack. We build and run the revenue system it plugs into.

Talk to Phi