What Insights does
The Insights page rolls up your quotes, invoices and expenses into three views and lets you ask natural-language questions. All deterministic — no AI, no per-question cost, no waiting.
Period filter
Four chips at the top: 30 days / 90 days / This year / All time. Every number on the page filters to that window. Default is 90 days.
The three tables
- Top items sold — your best-selling lines ranked by revenue (qty × price), across all "sent / pending / accepted" quotes.
- Top suppliers — biggest spend, ranked by qty × cost on materials/machinery line items.
- Best customers — paid-invoice revenue, with last-job date.
The Ask panel
Above the tables there's an "Ask a question" panel with 12 chips:
- Best customer / Biggest month / Win rate / Outstanding balance
- Biggest job / Average quote value / Top expense category / Net position
- Most-quoted job type / Top supplier by spend / Who owes me money right now / Busiest day to send quotes
Tap any chip — the answer renders inline with supporting bullets. Switch the period filter to see how it changes.
What's not in there yet
- Year-on-year comparisons
- Custom date ranges (just the four presets for now)
- CSV export
- Drill-down (clicking a customer name doesn't jump to their contact yet)
Let us know via the Help chat what you'd add — it shapes what we build next.