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Knowledge Base Getting Started Frequently Asked Questions Webinars

Insights

Insights are notifications that highlight certain areas of your business’s performance.

These notifications are designed to help you run your business more successfully, by highlighting business performance, opportunities and potential issues, to help you make better decisions about your finances.

An introduction to Insights

8-insights-overview-page2.pngIf you have a new Insight, you'll see a banner at the top of the Overview page when you first log in to FreeAgent.

The Insights icon beside your username will also be highlighted. Clicking it will take you to your Insights page.

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Once you're on your Insights page, click on any Insight to expand it for more information.

What Insights will I see?

Right now, FreeAgent has two Insights (not including the initial ‘Introducing Insights’ notification). 

Top Customers

The ‘Top Customers’ insight lists your top five customers over the last six months, pulling data from what you’ve invoiced. This Insight also links off to the Customer Sales Report, which lets you break down income from all your customers, over different time periods.

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Late payment

The late payment Insight lists your slowest paying customers over the past 12 months. This Insight is designed to help you identify which customers are slowest to pay your invoices, as well as to provide info and guidance to help you get paid faster in the future.

You can also view the average payment time for a customer by viewing a contact, and checking the Invoice Payments panel at the side of the screen. Find out more about the Invoice Payments panel here.

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When will I see a new Insight?

Some Insights (like the Top Customers one) will be displayed on a regular basis, while others will be triggered when FreeAgent spots a situation that might warrant further investigation. Whether this is a potential issue, or some really positive performance, FreeAgent will suggest an action along with each notification.

If you complete the action associated with an Insight, that Insight’s status will change to a green Looking good. Similarly, if an Insight becomes out of date, the status will change to Expired.

 

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