InsightSquared

InsightSquared: Powerful Sales Forecasting & Analytics

RevOps & Sales Analytics
★★★★☆ 4.3
2010 Founded
51-200 Employees
500+ Customers
Boston, MA, United States Headquarters
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Quick Facts

✓ Free Trial
Website
insightsquared.com →
Starting Price
65
Pricing Model
custom
Free Trial
unknown days
Company Type
acquired
Social
LinkedIn Twitter/X

About InsightSquared

InsightSquared is a revenue intelligence and RevOps analytics platform that provides AI-powered forecasting, pipeline analytics, and interactive dashboards across the entire customer journey, from marketing and sales through customer success. Sitting on top of CRMs like Salesforce and HubSpot, it turns activity and engagement data into real-time visual insights that help revenue teams plan, execute, and coach more effectively.

Founded in 2010 in Boston, Massachusetts, InsightSquared initially built its reputation as the “#1 Salesforce Analytics” solution for small and midsize businesses before expanding into a broader business intelligence and revenue operations platform. Over the following decade it raised around $50M in venture funding and grew to hundreds of customers and thousands of users, while consistently being recognized by G2 as a leader in Sales Analytics and Business Intelligence for customer satisfaction and usability. cbinsights.com

As customer needs evolved, the company broadened its capabilities beyond sales analytics to include marketing analytics, multi-touch attribution, RevOps dashboards, and a connectors framework that pulls data from more than 50 marketing, finance, and support systems. It also acquired sales activity management provider Olono, adding guided selling and next‑best‑action capabilities on top of its analytics engine and rounding out a 6‑in‑1 platform spanning activity capture, interactive reporting, AI forecasting, dashboards, conversation intelligence, and guided selling. prnewswire.com

In December 2021 Mediafly announced a definitive agreement to acquire InsightSquared, positioning the combined company as a unified revenue enablement and intelligence platform. The acquisition closed in early 2022, and in January 2023 the legacy InsightSquared Sales Analytics product was formally retired, with its capabilities reintroduced as Mediafly Intelligence360 / Revenue360. Today, buyers typically access InsightSquared’s technology through Mediafly, but the brand is still widely recognized in the market for its strengths in RevOps analytics, forecasting accuracy, and customer satisfaction. prnewswire.com

Key Features

AI Sales Forecasting - combines human judgment with machine learning confidence scores to produce more accurate, explainable revenue forecasts.

RevOps Dashboards - real-time executive dashboards across sales, marketing, and customer success for pipeline, bookings, retention, and SaaS metrics.

Interactive Reporting - self-service reporting with pivots, filters, and drill-downs on opportunities, activities, cohorts, and historical trends.

Activity Capture - automatically captures email, calendar, and meeting activity and writes it back to the CRM for complete interaction histories.

Conversation Intelligence - records, transcribes, and analyzes sales calls and meetings with keyword tracking, talk-time analytics, and trend detection.

Guided Selling - provides deal health scores, next-best actions, and playbook-driven guidance to help reps prioritize deals and follow best practices.

Advanced Sales Math - machine learning-driven insights that surface pipeline inflection points, conversion bottlenecks, and coverage gaps throughout the funnel.

Interactive Pipeline Management - visual pipeline views with change tracking, risk alerts, and confidence-to-close models to manage forecasts in real time.

Marketing Analytics & Attribution - prebuilt dashboards for demand funnels, campaign ROI, marketing-to-sales handoff, and multi-touch attribution using CRM data.

Customer Success & Retention Analytics - reporting on renewals, expansions, churn risk, and account health metrics to align CS with sales and marketing.

Board & Executive Reporting - out-of-the-box, board-ready reports and exports that make it easy to answer win/loss, funnel, and productivity questions.

Role-based Self-service - non-technical users can configure dashboards, reports, and forecasts directly in the UI without needing BI developers.

Connectors to 50+ Systems - integrates marketing, billing, support, and project management data into sales analytics to expose all revenue drivers.

Embedded CRM Analytics - surfaces InsightSquared dashboards and reports directly inside Salesforce and HubSpot Sales Hub for in-context insights.

LinkedIn Sales Navigator Analytics - brings Sales Navigator usage and SSI metrics into InsightSquared to correlate social selling behavior with outcomes.

Pros & Cons

👍 Pros

  • Highly intuitive, visually rich dashboards and reports that make it easy for reps and executives to understand pipeline, KPIs, and performance at a glance.
  • Large library of out-of-the-box reports and dashboards, reducing the need to build everything from scratch and helping non-technical users get value quickly.
  • Deep, reliable integration with Salesforce that turns CRM data into flexible pivots and historical trend analyses, often described as a powerful overlay to Salesforce reporting.
  • Strong forecasting and pipeline analysis capabilities, including historical tracking and filters that make board prep, executive reviews, and coaching conversations much easier.
  • Responsive, high-touch customer support and customer success teams that help with configuration, custom dashboards, and ongoing optimization.
  • Highly customizable views, cards, and leaderboards that allow teams to tailor analytics to different roles, from SDRs to executives.

👎 Cons

  • Requires very clean, well-structured Salesforce data; small CRM schema changes or data quality issues can easily throw off reports and dashboards.
  • Configuration and administration can be complex, with a learning curve for new users and admins, and some organizations relying on professional services for advanced customizations.
  • Users frequently mention that the product is relatively expensive compared to some alternatives, especially for smaller teams or when duplicating Salesforce analytics.
  • Certain visualizations and marketing analytics capabilities are less flexible or modern than best-of-breed BI or dedicated marketing analytics tools.
  • Some aspects of the interface and report editing are not fully self-service, limiting highly customized one-off analyses without support.

User Reviews

G2
4.4
★★★★☆
Capterra
4.6
★★★★★
TrustRadius
7.7
★★★★★

Integrations

Salesforce HubSpot LinkedIn Sales Navigator LinkedIn Marketo Pardot Eloqua Act-On Mailchimp Campaign Monitor Eventbrite Facebook Google Analytics Help Scout JIRA NetSuite Recurly Stripe SendGrid Braintree Pivotal Tracker Okta

Best For

Company Size

smb mid-market enterprise

Industries

SaaS Technology Staffing & Recruiting Financial Services Professional Services Healthcare

Use Cases

Revenue forecasting and quota management Pipeline health and deal risk analysis Rep performance management and coaching RevOps dashboards and board reporting Marketing funnel analytics and attribution Customer success, renewals, and expansion analytics

FAQ

What is InsightSquared?

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InsightSquared is a revenue intelligence and RevOps analytics platform that connects to CRMs like Salesforce and HubSpot to deliver AI-powered forecasting, pipeline analytics, full-funnel dashboards, and guided selling for B2B sales, marketing, and customer success teams. It captures activity and conversation data, unifies it with CRM and marketing information, and surfaces insights that help organizations build healthier pipelines, improve conversion rates, and drive more predictable revenue.

How much does InsightSquared cost?

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InsightSquared's pricing is not published as a simple self-serve rate card. TrustRadius comparison pages for the Mediafly Intelligence360 platform based on InsightSquared list a starting price of around $65 per month and indicate that a free trial and freemium version are available, but most customers engage in custom, quote-based pricing depending on user counts, modules, and services. Enterprise buyers should expect to speak with sales for a tailored proposal.

What are the main features of InsightSquared?

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Key capabilities of InsightSquared include AI sales forecasting, RevOps and executive dashboards, interactive reporting, activity capture, conversation intelligence, guided selling and next-best actions, advanced sales math analytics, marketing funnel and attribution reporting, customer success and renewal analytics, and connectors to more than 50 external systems. Together these features give RevOps teams a single platform to understand and optimize their entire revenue engine.

Who are InsightSquared's main competitors?

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InsightSquared primarily competes with other revenue intelligence and forecasting platforms and RevOps BI tools. Common alternatives evaluated by buyers include Clari, Gong (for revenue intelligence plus conversation analytics), Revenue Grid, and People.ai, along with more general-purpose BI platforms and native CRM analytics from Salesforce and HubSpot.

Is InsightSquared good for small businesses?

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InsightSquared was originally built for small and midsize businesses and still serves many SMB and mid-market organizations that want stronger forecasting and pipeline visibility than basic CRM dashboards provide. However, the platform is most compelling for companies that have reached a certain scale - typically with dedicated RevOps or sales operations resources and a complex B2B sales motion. Very early-stage or transactional-sales businesses may find simpler, lower-cost tools sufficient until they need multi-team RevOps analytics.

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