AI Insights

AI Insights

AI Insights offer a clear understanding of performance across the company. They highlight trends, strengths, and changes in activity so teams and leaders can make informed decisions with confidence. The reports help identify what is working well, where support may be needed, and how performance is developing over time.

Creating your AI Insight report

Reports are generated by selecting the company, a team, or an individual user from the sidebar. Choosing the company name produces a company-level report with organisation-wide insights. Selecting a team generates a team report focused on group activity and collaboration patterns. Clicking a user name creates an individual performance report with a detailed analysis of that person’s work. This structure makes it simple to move between different levels of insight depending on what you want to review.

Once a report is created, the page displays a collection of AI-generated insights. These may include summaries of overall performance, strengths, activity patterns, variations against targets, client trends, development opportunities, and strategic recommendations. Each insight is based on the selected date range and reflects recent changes in performance. The goal is to present information in a clear and meaningful way so you can quickly understand key points without navigating multiple dashboards.

Adjusting the Layout

The layout of the report can be adjusted when needed. Widgets can be reordered by dragging them within the Active Widgets list, allowing you to place the most important insights at the top. You can also hide widgets that are not relevant for your review. This gives you full control over how the report is presented and allows each user to shape insights in a way that suits their workflow.

AI Insights bring together performance data, context, and analysis in one place. They provide a focused understanding of activity across the business and help teams stay aligned around clear and accurate information.