Skip to content

Insights Overview

Insights are snippets of information that you may find hard to discover or would take considerable human input to calculate.  They are there to help direct you to things that are useful to know from an accountants view point as it will help you guide your clients decision making process about how they operate their business or spotting ways in which they could improve their finance function.

Insights when switched on across your portfolio will help you spot trends and anomalies across your whole portfolio allowing you to direct your attention to areas of concern efficiently.

Green ticks indicate that all is fine for that client on that insight.  It is within the agreed parameters that you set for them.

Red crosses indicate that the client has a problem.  The insight has fallen outside of the agreed parameters that you set for them and needs further investigation.  Simply click on the red cross to expose the data that sits behind that issue.

 

Last Reviewed: