An introduction to Insights (your executive dashboard)

Written By Oliver Perry

Last updated About 14 hours ago

Insights is a single executive view of your entire portfolio — handovers, documents, defects, deals and sales — so leadership can see the state of play without opening five different screens.

How to use it

  1. In the top navigation, click Insights. You land on the Executive Dashboard, defaulting to the Portfolio overview tab across All Sites.
  2. Read the six headline KPI cards (covered in Reading the six Portfolio overview cards).
  3. Switch between portfolio-wide and single-site views with the All Sites filter.
  4. Use the tabs to go deeper on any theme.

What happens next

Cards and charts load for your whole portfolio. Heavier sections (document gaps, pack completion) finish loading a moment after the headline cards.

Common questions

Who can see Insights?Admin users (CustomerAdmins and Developers). It's hidden from homeowners.

Why is a number still loading?Some portfolio-wide figures aggregate across every site and finish a beat after the top cards — they'll fill in automatically.