Briefings
Where: Insights → Briefings
Insights → Briefings is your weekly executive briefing, written for you. Every week the insights engine computes period-over-period metrics — revenue growth, margin, AR aging, churn-risk accounts, revenue concentration, new customers, low stock — detects anomalies, and turns them into a written narrative with recommended actions that deep-link straight into the relevant screen. It also lands in your inbox; you never have to ask for it.

Insights → Briefings — the weekly executive briefing with recommended actions