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Supplier guides

Insights

Track revenue, service and area performance, conversion and SLA trends. Available on Team plans and above.

Updated
Reading time
1 min read

Insights shows how your business is doing over the period you choose (last 30 or 90 days, or a custom range).

The Insights page with the Performance, Revenue and SLA views and Request to job conversion highlighted (opens the full-size screenshot)
Insights in the CoolAir HVAC demo workspace.
  1. Performance: service and area performance and the Team leaderboard.
  2. Revenue: the revenue trend.
  3. SLA: how quickly you respond and complete work.
  4. Request to job conversion: how many requests become jobs.

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