
InsightSquared
Sales
The insights you need to win more deals. No more static reports or Excel exports. Real sales analytics for real business people.

Accurate Sales Forecasting
- Forecast sales using historical win rates. No hunches, no rose-tinted glasses; just the facts.
- Win Rates by Employee and by Stage
- Identify Must-Win Opportunities
- Forecasted Bookings vs. Historic Averages
Comprehensive Sales Pipeline Management
- Your Monday morning sales slides are ready. Identify the opportunities and sales reps that need your attention.
- Analyze your open pipeline by:
- Close Date and Value Changes
- Employee and Stage
- Custom Segments of Your Choice
Painless Sales Retrospectives
- Slice and dice your historical bookings. Discover emerging trends and leading indicators of success.
- 10+ Pre-Built Pivots
- Segment by Geography or Product Line
- Filter by Rep, Team, or Office
Powerful Pipeline Trends
- Pipeline analysis you can’t get anywhere else. Everything you need to know, any date range that matters to you.
- Complete History of Pipeline Flows
- Conversion Rates Over Time
- Indicators of Success to Correct Course
Know Your Buyers and Sell More
- Know which prospects match your strengths with amazing Sales Cycle and Won/Lost analyses.
- Win Rates by Opportunity Value, Stage, and Age
- Share Success Stories Across Employees
- Weed out Bad Opportunities
Rep-by-Rep KPIs
- Who’s pounding the pavement and who is winning deals most efficiently?
- Rep-Specific Activities vs. Goals
- Incentivize Efficient Sales Practices
- Promote Friendly Competition
Data-Driven Sales Coaching
- Coach your reps with “by employee” pivots on every report and an Employee Scorecard to pull it all together.
- Identify the Best Rep for Each Opportunity
- Help Reps Close More Deals
- Help Reps Develop their Sales Toolkit
Sales and Marketing Alignment
- Measure marketing’s contribution with a full suite of Campaign and Lead reports.
- Track Lead Generation Over Time
- Identify your Most Successful Campaigns
- Lead Sources by Booked Deals
Salesforce + QuickBooks = Analytics Gold
- Your financial data is an asset. InsightSquared’s Multi-Data-Source (MDS) integrations deliver reports your can’t get anywhere else.
- MDS reports include:
- Booked Deals vs. Realized Revenue
- Effort Per $1K Invoices
- Trends in Cash, Bills, & Accounts Receivables
Financial
No more waiting for your accountant to “run the numbers”. Never export to Excel again. Your financials are just a click away.

Unlock Your Historical Data
- Identify month-by-month trends in your revenue and expenses. Any timeframe, any segment.
- Insights into Emerging Trends
- Drill in on Specific Accounts or Segments
- No Estimates, No “Black Boxes” formulas
Financials at Your Fingertips
- Turn-key, value-add financial reports available anywhere, anytime.
- Unlock Your Financials from Your Desktop
- Always On, Always Up-to-Date
- Works with QuickBooks Online & QuickBooks Desktop
Consolidated Company-Wide Reporting
- Don’t let fragmented QuickBooks files hamstring your financial reporting. One set of reports for your whole company.
- Unified Reporting Across Offices
- Segment by Office or Division
- Works with QuickBooks Pro – Online or Desktop!
Visual, Powerful Financial Insights
- Cross-object reports and filters
- Drill down when you need to, or step back to take in the big picture. InsightSquared delivers visual answers to your financial questions.
- Intuitive visuals and supporting data tables
- Drill down to get the story behind the numbers
QuickBooks + Salesforce.com = Analytics Gold
- Your financial data is an asset. InsightSquared’s Multi-Data-Source (MDS) integrations deliver reports your can’t get anywhere else.
- MDS Reports include:
- Booked Deals vs. Realized Revenue
- Effort Per $1K Invoiced
- Trends in Cash, Bills, & Accounts Receivables
Sold vs. Actuals
- Compare invoiced values to CRM deal figures and guide your Sales team with better data.
- Automatic Match Deals and Invoices
- Deal-by-Deal, Client-by-Client, or total Company
Identify Your Best Customers
- Keep tabs on your customers and know who is paying on time and who owes you what.
- Powerful retrospectives not possible in QuickBooks!
- Collection performance by customer or aggregated
- Act now to ensure collections
Auto-Associate Source Objects
- Seamless MDS integration associates “Acme Incorporated” in QuickBooks with “The Acme Inc.” in Salesforce. Only with InsightSquared!
- Simply review auto-associated objects
- Flexible assoctions of clients and employees
- Consolidate objects to fix old names
Marketing
Your campaigns generate the leads. Your leads drive new business. You’re a marketer. And we’ve built an analytics suite just for you.

Daily Lead Gen Reports
- Every day your team is generating leads. Keep your finger on the pulse and hit your lead goal this month.
- Powerful insights into:
- Progress Towards Lead Gen Goals
- Current Trajectory vs. Last Month
- New Leads by Source
Get Credit for Your Campaigns
- Identify which campaigns generate the most new leads and which convert the most leads to opportunities.
- Analyze campaigns by:
- New Leads Generated
- Leads Converted to Opportunities
- “Primary” Campaign Touches
Marketing Sourced Deals
- Get credit where credit is due. Know which campaigns and which lead sources led to wins.
- High-impact reporting on:
- Campaigns and Lead Sources that Win
- Lead to Opp Conversion Rates
- Average Value Per MQL
Improve Your Conversion Rates
- Identify the weakest link in your lead qualification process and take aim where it matters most.
- Conversion Rates by Status
- Complete History of Conversion Rates Over Time
- Filter by Source or Geography
Maintain the Momentum
- Identify leads that are left untouched for 3, 7, or 14 days and act now to keep the ball rolling.
- Days Untouched by Lead Status
- Deliver on Your “Service Level Agreement”
- Weed Out Stale Leads
Capitalize on Your Lead Data
- Your lead data is your most important asset. Powerful historical analyses inform better strategies for the future.
- Cohort Leads and Visualize Outcomes
- Trends in Lead Inventory Over Time
- Understand Your Successes and Adapt
Marketing and Sales Alignment
- Your converted leads are immediately on Sale’s radar. Follow your leads through to the finish.
- Comprehensive Pipeline Management
- Objective Sales Forecasting
- Lead : Deal Win Rates
Salesforce + QuickBooks = Analytics Gold
- Your financial data is an asset. InsightSquared’s Multi-Data-Source (MDS) integrations deliver reports you can’t get anywhere else.
- MDS reports include:
- Booked Deals vs. Realized Revenue
- Effort Per $1K Invoices
- Trends in Cash, Bills, and Accounts Receivables
Staffing
Translate your ATS data into actionable intelligence. Run your firm by the numbers and make more placements.

Comprehensive Job Order Management
- Your Monday morning slides are ready. Identify the job orders and employees that need your attention.
- Analyze open job orders by:
- Job Order Age and Momentum
- Job Order Status
- Custom Segments of Your Choice
Detailed Activity Dashboards
- Set KPI goals for each employee and track progress and employee-efficiency ratios.
- Monitor Trends in Productivity and Efficiency
- Segment Activity by Recruiter or by Client
- Multiple Dashboards for Split-Desk Offices
Know What Wins
- Know which prospects match your strengths with amazing Time to Fill and Won/Lost analyses.
- Win Rates by Job Order Value and Age
- Share Success Stories Across Employees
- Weed out Bad Job Orders
Powerful Placement Retrospectives
- Slice and dice your historical placements. Discover emerging trends and leading indicators of success.
- Intuitive Visuals and Detailed Data Tables
- 10+ Pre-Built Pivots
- Filter by Candidate Source, Client, or Office!
Projected Revenue Calculations
- Customized placement formulas to match your workflow. Understand the composition of your candidates in the field.
- Revenue Formulas that Match Your Workflows
- Visualize Job Starts and Finishes
- Early Warning of Renewal Opportunities
Candidate Source Analysis
- Who is bringing in new candidates, and which sources produce the best candidates.
- Candidate Source Conversions
- Average Job Order Value by Source
- Database Additions by Employee
Your ATS + QuickBooks = Analytics Gold
- Booked Deals vs. Realized Revenue
- Effort Per $1K Invoiced
- Trends in Cash, Bills, & Accounts Receivables
- Your financial data is an asset. InsightSquared’s Multi-Data-Source (MDS) integrations deliver reports you can’t get anywhere else.
- MDS reports include:
Data-Driven Coaching
- Coach your reps with “by employee” pivots on every report and an Employee Scorecard to pull it all together.
- Identify the Best Recruiter for Every Job Order
- Help Recruiters Make More Placements
- Help Recruiters Develop Their Skill Set
Service
Get the insights you need to scale your team efficiently, prioritize cases intelligently, and protect your hard-earned revenue.

Create a Data-Driven Culture
- Measure your data
Easily identify trends and spot opportunities for improvement.
- Take action
Update your staffing, process, and documentation to increase your ROI on customer service.
- Understand the why
Get the story behind the numbers and know the root cause.
Smarter Scheduling and Staffing
- Customer service is stressful enough. You shouldn’t have to worry about proving the need for a new hire.
- Intuitive visualizations to see when and where cases come from so you can plan your staffing model
- Backlog reporting that lets you see what kinds of cases are driving growth and where the bottlenecks exist
- See case submissions by employee over time to know when you’re outside your comfort zone
Your Complete Case History
- In addition to frequent data refreshes, we also pull your complete case data so you don’t have to worry about exporting data every weekend or working with limited snapshots.
- Flexible backlog reporting that lets you pick the range and interval
- Time-to-resolution reports that tell you how long each case spent in each stage
- A complete activity history for every case tells the full story
Spend Less Time Making Reports
- Our pre-built dashboards and reports give you more time to make customers happy.
- At a glance, see if you’re meeting your SLA goals by tier or entitlement
- Schedule recurring emails and forget about running those weekly reports
- Get live dashboard data anywhere with the InsightSquared mobile app
Get Business Context for All Your Cases
- The more data sources you connect to InsightSquared, the more powerful your analytics become.
- Overlay sales, marketing, and account data on your case screens
- Understand the true cost of customer ownership and identify your neediest relationships
- Spot churn risks early based on their interactions with support