| Role | Sales & Customers | Operations tabs (Turnover, Channels, SKUs, Categories, Shipping, Returns) | Financial tabs (Aging, GST, P&L) | Team tab |
|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed |
| Accountant | Allowed | Not allowed | Allowed | Not allowed |
Overview
Every morning you ask the same questions: who hasn't paid, what's about to run out, which buyer missed a standing run, how much came in on WhatsApp. Insights answers all of that on one screen, ranked by what hurts most. Each card is a number plus one button that takes you straight to the fix — no hunting through reports.
Where to find it
Sidebar → Insights (/insights) on the web. Visible to Owner, Manager and Accountant.
On the phone it lives in the Admin app as the Insights tab (/m/admin/insights) — that mobile tab is open to Owner and Manager only. Accountants read Insights on the web.
The feed refreshes itself every 60 seconds, and again whenever you switch back to the tab, so the numbers stay current without a manual reload.
Key concepts
- Insight card — one ranked tile. It carries a tag, a big headline number (the stat), a one-line why, a Wrong ✕ button, and a single action button that deep-links into the matching screen.
- Home snapshot — the same live read your home dashboard runs on (orders, receivables, inventory, intake, WhatsApp). Insights builds its cards from that one snapshot, so the feed never disagrees with your home screen.
- Wrong ✕ — the dismiss control. Tapping it hides a card you think the model got wrong and teaches the ranking. It hides the card for the current view only — see Gotchas.
The seven cards built today: Cash crunch forecast (receivables that won't clear this week), Standing-order miss, Stockout watch (SKUs below reorder level), Receivables aging (open credit and oldest balance), Top customer signal (your latest order, or top credit alert if none), Intake freshness (inbound WhatsApp messages, parsed orders, median parse time), and GST summary window (today's order value and open orders).
Common workflows
/reports?tab=receivables) with the open balances and the oldest aging already in front of you./inventory) at the SKUs below reorder level so you can raise a purchase before the lead time bites./standing-orders) and reschedule the buyer's run./whatsapp) and clear anything that didn't parse into an order.Role notes
Insights is read-only — nobody edits anything on this page. What differs by role is which action buttons land you somewhere you actually have access to. A card's button drops you into another screen, and that screen still respects your normal permissions.
| Role | See the feed (web) | See the feed (mobile) | Receivables / ledger action | Stockout / reorder action | Standing-order action |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Allowed |
| Accountant | Allowed | Allowed | Allowed | Not allowed | Not allowed |
- Owner and Manager see every card and can follow every action button — receivables, inventory, standing orders, orders, WhatsApp.
- Accountant sees the same feed on the web and can follow the money cards (receivables, ledger, GST summary in Reports). The operational buttons — Stockout's Reorder now and Standing-order's Open thread — land in Inventory and Standing orders, which are not part of an Accountant's access, so those actions aren't useful for that role. Accountants do not have a mobile Insights tab; they use the web.
Tips & time-savers
The headline number on each card is the action: you rarely need to open a report to know the size of the problem. Read the stat, decide, tap the one button.