Owner dashboards and exception reports; AI questions planned.
Insights brings the numbers from the modules you use into owner dashboards and exception lists: missing costs, suppressed listings, pricing issues, billing and profit by month. Saved reports and bounded AI questions over approved reports are planned.
Who it helps
Owners who want a daily picture without building spreadsheets.
The problem
Data sits in several tools and nobody has time to assemble it.
Key features
- Owner dashboards per channel (working, internal)
- Profit and billing reports (working, internal)
- Exception reporting: missing costs, suppressed listings, pricing issues (working, internal)
- Saved reports (planned)
- Bounded AI questions over approved reports (planned)
How the workflow runs
- Modules write their data to the workspace
- Dashboards and exception lists refresh daily
- Exceptions are listed for action
- Saved reports and AI questions (planned)
Where AI helps, and where rules stay in charge
Forecasts are only offered where enough history exists; AI answers, once available, are limited to the approved reports.
Required integrations and access
- At least one data-producing module
Customization options
- Custom reports: standard configuration from C$199
- Forecasts need adequate history