Insights
Get AI-generated actionable insights: overdue invoices, expiring proposals, and opportunities—all prioritized with suggested actions.
The Insights tab shows AI-generated actionable items, prioritized by urgency. Instead of scanning multiple tabs, get a prioritized list of what needs attention.
Priority Levels
Insights are categorized by urgency:
| Priority | Meaning | Action Timeline |
|---|---|---|
| Critical | Immediate action required | Today |
| Important | Should address soon | This week |
| Opportunity | Potential revenue or improvement | When possible |
Priority Distribution
Pie chart showing breakdown by priority level. Quickly see:
- How many critical items need immediate attention
- Balance of important vs opportunity items
- Overall agency health at a glance
Insight List
Each insight includes:
| Field | Description |
|---|---|
| Priority Badge | Critical (red), Important (yellow), Opportunity (green) |
| Title | Brief description of the situation |
| Description | Context explaining the issue |
| Client | Related client name |
| Value | Potential or at-risk amount (when applicable) |
| Action Button | Quick action to resolve |
Types of Insights
Overdue Invoices
Trigger: Invoice past payment_due date
Example:
Critical: Invoice #1042 is 15 days overdue ($5,200). Client: Acme Corp. Action: Send reminder.
Expiring Proposals
Trigger: Proposal valid_until date approaching or passed
Example:
Important: Proposal "Website Rebuild" expires in 3 days ($12,000). Client: TechFlow. Action: Follow up.
Long Pending Proposals
Trigger: Proposal pending for longer than average
Example:
Important: Proposal pending 21 days (avg is 7 days). Client: BlueSky. Action: Reach out.
Draft Invoices Ready
Trigger: Draft invoices that could be issued
Example:
Opportunity: 3 draft invoices ready to issue ($8,400 total). Action: Review and issue.
Stalled Projects
Trigger: Active project with no recent time entries (14+ days)
Example:
Important: Project "Mobile App" has no activity for 18 days. Client: Quantum. Action: Check status.
Using Insights
Daily check (2 minutes)
- Open Insights tab
- Count Critical items
- Address Critical items same day
Weekly review (5 minutes)
- Review all Important items
- Plan actions for the week
- Scan Opportunity items for quick wins
Priority rules
- Critical first — always
- High-value Important items next
- Opportunities when you have bandwidth
Acting on Insights
Each insight has an action button. Click to:
- Open the relevant invoice, proposal, or client
- Access quick actions (send reminder, view details)
Relationship to Other Tabs
Insights aggregate information from:
- Revenue — Overdue invoices, pending proposals
- At Risk — Risk factors surfaced as insights
- Pending — Items waiting too long
- Projects — Stalled or at-risk projects
The Insights tab is a prioritized view across all these sources.
Best Practices
Don't ignore Critical items
They're flagged Critical for a reason—revenue or relationships at stake.
Act on Important before they become Critical
A proposal expiring in 3 days becomes an expired proposal if ignored.
Capture Opportunities
Draft invoices ready to issue = revenue waiting to be collected.
The Insights tab tells you where to focus. Check it daily, act on Critical items immediately, and review Important items weekly.