Getting insights

Use insights to make better decisions for you, your business and your clients

What is an insight?
An insight is the answer to a question that you want to ask about your business. You can ask questions about any of the following: Clients Jobs Step...
Sun, 7 Oct, 2018 at 6:10 PM
Add an insight
How to create insights To create an insight, you need to first choose what you want to ask your question about.  You will find your options when you...
Mon, 8 Oct, 2018 at 10:34 AM
Working with the Insights Builder
How to use the Insights Builder to get the answers to your questions Insights are based on filters that work together to get the answer to the question ...
Sun, 7 Oct, 2018 at 6:47 PM
Sharing insights with your team
Share insights that you create with your team To share an insight with your team, you must save it first. A saved insight can be shared directl...
Sun, 7 Oct, 2018 at 6:56 PM
Example : Find clients you can sell more services to
How to find limited companies that are not getting a full range of services This YouTube video shows you how you can find limited companies that yo...
Fri, 23 Mar, 2018 at 3:53 PM