Automate and understand · Available
Insights
Dashboards and scheduled reports across every app.
Insights reads each app's datasets through a metric registry, scoped to what the viewer may see. It provides KPI tiles, charts, custom dashboards, scheduled reports and goals, with money shown one series per currency.
- business owner
- finance manager
- operations manager
What it changes
Why teams run Insights
- One dashboard across sales, stock, money and service.
- Each viewer sees only what they are allowed to see.
- Reports arrive on a schedule.
Capabilities
In Insights today
Each item below is built and in the product now.
- Available
Permission-scoped metrics
A metric registry; the viewer's scope applied by the engine.
- Available
KPI tiles and charts
Tiles, trend and breakdown charts, module widgets.
- Available
Custom and default dashboards
Saved dashboards and role defaults.
- Available
Period comparison
Global date range with previous period or same period last year.
- Available
By company and branch
Group by company or branch; one series per currency, never converted.
- Available
Scheduled reports and goals
Scheduled reports and exports; goals on metrics.
- Available
App metric packs
Packs for Books, Desk, Commerce, CRM, Sales, Inventory, Projects, Campaigns, Social and AI.
Not advertised as live yet
- PlannedFiltered drill-down from every tileMost tiles open their list unfiltered today.
- PlannedBranch-scoped access on every metric packSome packs do not support branch-scoped members yet.
- PlannedSegments shared with CampaignsPlanned for a later release.
On the same record
How Insights connects
What happens in Insights is already in these products, with nothing exported or re-typed.
See it working
A walkthrough with the people who build it.
We show Insights on a real workspace in a demo call, with your own kind of data, rather than with stock screenshots.
Questions
Insights, answered plainly.
Is Insights available today?
Yes. Everything listed under "In Insights today" is built and in the product now. Anything planned is listed separately and marked.
Can I use Insights on its own?
Yes. Switch on Insights alone and add other products when you need them. What you entered is already there for them.
What does Insights work with?
It writes into or reads from Books, CRM, Sales, Desk, Commerce, Inventory, Projects, Campaigns, Social, AI, on the same record, so nothing is exported or re-typed.
Which countries is it for?
Sri Lanka first, then the United Kingdom, Canada, Australia and the United States: their currencies, address formats and week starts are already settings. Tax and payroll rates are unverified until an accountant signs them off.
Automate and understand