| Role | Sales & Customers | Operations tabs (Turnover, Channels, SKUs, Categories, Shipping, Returns) | Financial tabs (Aging, GST, P&L) | Team tab |
|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed |
| Accountant | Allowed | Not allowed | Allowed | Not allowed |
Overview
Every morning you ask the same questions: what's about to run out, who hasn't paid, which buyer missed a standing run, where is cash headed this week. Insights answers all of that on one screen, ranked by what hurts most. Each card is computed on the server from your live business data, carries a plain-language headline, a "why you're seeing this" panel with the underlying numbers, and one button that takes you straight to the fix.
Opt-in Capability · off
Insights is switched offInsights
You can read the guide. An owner or manager flips this Capability on in settings — it then lights up across the app.
Insights is a Capability. If it isn't enabled for your business yet, the page tells you exactly that — you'll never see placeholder or sample cards.
Where to find it
Sidebar → Insights (/insights) on the web. Visible to Owner, Manager and Accountant.
The top four ranked cards also appear as the Insights strip on the home dashboards (owner, manager and accountant variants), so the highest-impact items meet you at 9am without opening the feed.
On the phone the Admin app carries an Insights tab (/m/admin/insights) for Owner and Manager. Accountants read Insights on the web.
How cards are made
- A nightly compute run rebuilds the feed after close of day, and targeted recomputes fire when orders, stock or payments move. If you open the feed before the first compute has run, you'll see an honest empty state — never invented cards.
- Ranking is by impact and urgency, computed server-side. The rank you see ("01/06") is the real position in your feed, not a display trick.
- Card headlines and prose are AI-narrated from the computed numbers; the why-panel always shows the raw figures the narration came from, so you can check the claim in one glance.
Key concepts
- Insight card — one ranked tile: class tag, narrated headline, short prose, WHY panel, Wrong ✕, and a single action button deep-linking to the matching screen.
- Why-panel — the numbers behind the card (days of cover, oldest balance, bucket totals). If a card ever looks wrong, open this first.
- Wrong ✕ — persisted feedback. The card leaves your feed, the dismissal is saved, and the miss is recorded to teach the ranking. If the underlying condition is still true later, a future compute can surface it again — dismissal is "not now", not "never".
The card classes today: Stockout watch (SKUs running out, days of cover), Cash crunch forecast, Receivables aging, Dormant customer, Standing-order miss, Perishable freshness, and GST filing window. Businesses on the Pharma Pack additionally get DL licence expiry, Schedule-H Rx gap and Recall exposure cards.
Common workflows
Role notes
The feed itself is role-filtered on the server — an Accountant sees the money classes (aging, cash crunch, GST), while Owner and Manager see the full operational set. A card's action button drops you into another screen, and that screen still respects your normal permissions.
Tips & time-savers
The headline number on each card is the action: read the stat, open the why if you doubt it, tap the one button.