Insights

Make clear, data-driven decisions

A fully managed BI platform that delivers curated reports, not just raw data.

See it in action

Insights that deliver actionable results

See how our curated reports and modular system provide you with the exact data you need, when you need it.

Everything you need

Curated insights for better decisions

We've distilled hundreds of charts down to the few that actually matter. Insights gives you the pulse of your business without any unnecessary noise.

Engagement Score

Engagement score and benchmarks

Understand user actions, removing automations and bulk actions. Compare your metrics to other firms with our exclusive industry benchmark values. See where you stand in the pack and drive better adoption.

Activity and AI usage trends

Track actions per day and spot trends instantly. Are your team's activities trending up or down? Plus, monitor AI tool adoption across your organization to ensure you're leveraging the latest technology.

Activity Trends
Financial Performance

Financial performance overview

Get a clear view of your billing, collections, and revenue trends. Understand the correlation between invoices issued and cash collected, and spot potential cash flow gaps before they happen.

Pre-curated Excellence

A Menu of Insights

Tap into a menu of pre-curated dashboards for each practice area. Go shopping for more insights and find exact solutions to fit your team's needs.
Dashboard Preview

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