Reports & Insights

Insights dashboard

Spot patterns without digging through every action.

What you'll learn

  • What Insights is for
  • How it complements day-to-day follow-up

Step-by-step guide

  1. Open Insights

    Use it for a wider view — not for chasing one person on one action.

  2. Act on what you notice

    If a group is consistently late, fix the ask or the deadline culture — not only the spreadsheet.

Tips

  • Insights inform leadership; Actions and reminders do the day-to-day support.

Common questions

Is Insights the same as Reports?

They work together. Reports often answer a specific question; Insights helps you see patterns.

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