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.

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:

  • Date Range

  • Teams / Colleagues

  • Clients

  • Client Owner

  • Client Manager

  • Contact Type

  • Contact Category

  • Work Type

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: You can trial Email Insights for 14 days. To activate your free trial, simply navigate to Insights from your main menu and open the Email tab. You will then have the option to start your free trial.

Further Reading

How can I access the paid version of Email Insights?

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