Insights can be generated to allow for a clear understanding of your business. For example, exporting all margin sales of a certain period of products will allow you to keep track of your bookkeeping. In the future, we’ll expand your insights module.
Every member of the team has the ability to create an insight.
The following information is required to create an insight:
- A start and end date.
- An insight type has to be selected (e.g: Margin sales export).
It could take up to a few minutes to generate your insight. Once done, the status will change from ‘Pending’ to ‘Done’. Once done, you can simply click to view your generated insight.
Every member of the team has the ability to read an insight.
The following information is displayed to the member:
- Based on the chosen type of insight, the information will be displayed. E.g: ‘Margin sales export’ will give you an overview of the invoices related to this subject based on the selected time period. It will also calculate the total amounts to increase the speed of your bookkeeping.
Your generated insight is based on the available information upon the time of your request. To re-generate an existing insight, you can click on ‘Regenerate’. By doing so, the information and calculations will be re-evaluated.
