Easy-to-read reports provide you with statistics and charts about your company's output, including client and colleague leaderboards.

Work insights

Work Insights, located off your main menu, allows you to see a top-level view of all of the work in your company. Various charts and leaderboards provide you with critical information.

Navigating Insights

Insights includes charts and graphs that detail data pulled from your account. 

You can add filters to your Insights to view specific teams, team members, types of work and more. You can add filters on top of one another and get as specific as you like. 

Available filters include:

  • Teams/ Colleagues
  • Clients
  • Work Type
  • Date Range

You can hover your cursor over areas of the charts for information.

Or you can click the tool tip (i) for additional details.

Email Insights

Email Insights, like Work Insights, allows you to see a top-level view of email metrics within your firm. 

Note: Email Insights is an add-on feature. Please reach out to your account manager to learn more.

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