Expenses
How to create expense claims from receipts, mileage and per diem, group them in trips, check them against policies, approve and reimburse them, and rebill billable expenses to customers.
Workflows
How lifecycles move quotes, invoices, tasks, orders, purchase orders and shipments through their stages, and how automations react to events, schedules and webhooks.
Expenses
How to create expense claims from receipts, mileage and per diem, group them in trips, check them against policies, approve and reimburse them, and rebill billable expenses to customers.
Workflows
How lifecycles move quotes, invoices, tasks, orders, purchase orders and shipments through their stages, and how automations react to events, schedules and webhooks.
How the Insights hub reports revenue, quotes, receivables, margin, products, customers and stock from internal CentraKit data, with deterministic forecasts, rule-based insights and CSV or Excel exports.
Insights is the business analytics surface of an organization. It reads only the organization's own CentraKit data, such as invoices, payments, quotes, products, customers and stock, and shows key figures, trends, rankings, forecasts and rule-based insights for a date range.
Insights lives under Workspace, Resources, Insights in the sidebar.
| Route | Purpose |
|---|---|
/{orgSlug}/insights | Opens the first tab you can use. |
/{orgSlug}/insights/analytics | Analytics, with the Overview and Data & exports tabs. |
/{orgSlug}/insights/reporting | Not yet available. |
Workforce figures such as headcount and absence live on the Insights tab of People, and hiring funnels on each job in Hiring. Platform-wide analytics for system admins is a separate surface. See Admin analytics.
Every view uses the same filters, kept in the URL so a view can be shared:
| Filter | Options |
|---|---|
| Date range | Last 30 days, Last 90 days, Last 365 days or a custom range of up to five years. |
| Comparison | No comparison, Previous period or Previous year. |
| Currency | All currencies or one currency. |
Metrics cover paid, issued and total revenue, collections, receivables, overdue receivables, average collection days and overdue cash risk; quote win rate and weighted quote pipeline; gross margin, gross margin rate and margin trajectory; product revenue, gross margin, units and demand; customer revenue, customer concentration and repeat customer rate; and stock value, stock velocity, dead stock value and stock depletion.
Two rules apply to every metric:
Forecasts are deterministic projections with a named method (run rate, moving average, seasonal average or linear trend), a confidence band and the number of history points used. When there is not enough history, coverage is too low or data is stale, the chart says why no forecast is shown.
Insights are generated from transparent rules, not from generative AI. Examples are elevated overdue cash risk, concentrated customer revenue, declining gross margin, limited gross margin coverage, dead stock and stock depletion risk, and material increases or declines in a metric. Each insight links to the evidence behind it.
The Overview tab shows:
The Data & exports tab shows the records behind the overview as a searchable, filterable table. Choose a report:
| Report | Contents |
|---|---|
| Source evidence | One row per source record, such as an invoice or quote, with its date, metric, source and value. |
| Rankings | The ranked customers and products. |
| Forecasts | Forecast points with method, bounds and confidence, or the reason a forecast is unavailable. |
| Metric definitions | What each metric measures. |
The file is named after the report and the end date of the range.
| Permission | Allows |
|---|---|
organization.analytics.view | Open Insights and Analytics. |
organization.analytics.export | Export analytics reports. |
Last updated on
Expenses
How to create expense claims from receipts, mileage and per diem, group them in trips, check them against policies, approve and reimburse them, and rebill billable expenses to customers.
Workflows
How lifecycles move quotes, invoices, tasks, orders, purchase orders and shipments through their stages, and how automations react to events, schedules and webhooks.
