The Insights dashboard shows how your practice is performing: what your recurring base is doing, where your revenue comes from, what is sitting in your pipeline, and what you are billing.
Select Insights near the top of the left hand menu.
The period and filters
Across the top you set the period every chart is built from: Last 12 months, Last 6 months, Last 3 months, Last month, or Custom with your own start and end date.
Four dropdowns narrow it further: Client owner, Client manager, Proposal owner and Service. Clear Filters resets them.
The period and the filters apply everywhere except total billing and any tile marked "as at today". Those show the position now rather than across your chosen period, which is why changing the dates leaves them unchanged.
Filtering by service narrows to proposals containing that service rather than to the revenue from that service alone.
The four figures at the top
Billed across your chosen period, split into recurring and one-off.
Active clients, with the change across the period.
Average recurring fee per client per month, with the change across the period.
Next 3 months, what you are due to bill, split into recurring and one-off.
Movement in the recurring base
What happened to your recurring revenue across the period, with the net change shown at the top right:
Opening, your recurring revenue at the start.
New, recurring revenue from new clients.
Expansion, increases on existing recurring revenue.
Contraction, decreases on existing recurring revenue.
Lost, recurring revenue that has gone.
Closing, your recurring revenue at the end.
Expansion and contraction both cover clients you already had. A client taking on another service is expansion, a client dropping one or moving to a lower fee is contraction, and a client leaving altogether is lost rather than contraction.
The figures are recurring only, and come from the contracted fees in your monthly billing plans rather than from invoices raised.
Clients and average fee
Alongside it, month by month: your active clients, meaning clients with active recurring services in that month, and your average recurring fee, which is recurring billing divided by active clients, normalised to one month.
Revenue by service
The value of your active proposals broken down by service, with recurring and one-off shown separately. Hover any bar for that service's annual value and how much of it is recurring.
Only your largest services are charted, and the caption tells you how many of your total are shown. Recurring fees are annualised and one-off fees appear as quoted.
Proposal pipeline
Everything not yet won, by value, with the proposal count and total shown above the chart:
Draft
Internal Review
Pending 1 month or less
Pending over 1 month
Internal Review only appears if you have internal approvals configured. Hover any bar for its proposal count and annual value.
Proposal ageing
Proposals grouped by how long they have been sitting: under 12 months, 12 to 24 months, 24 to 36 months, and over 36 months.
Age runs from the current proposal version's start date, so a proposal that has been renewed is aged from the renewal rather than from the original.
Win rate
Your win rate month by month, shown two ways at once. By count treats every proposal the same. By value weights them by what they were worth, so a few large wins read differently to a lot of small ones.
Underneath, your overall rate for the period with the number won against the number lost.
Total billing
What you have billed month by month, split into recurring, activation and on completion, with months still to come shown in a lighter shade.
The current month is your drafted billing plan, so it can still change. Later months project the recurring fees on won and live proposals, plus any one-off work carrying an expected billing date.
