Read the Insights tabs

Learn what each Insights tab answers and where to go to act on it.

Who can do this: Staff with View insights; Decisions and Money also need View financial insights (owners and managers by default)
Where in Oben: /insights

Insights shows how the clinic is doing. Each tab answers one question, and links you to the screen where you act on it.

Steps

Open Insights. You land on Decisions: This week’s job, Standing decision points, Five facts, In flight and Outcomes.
Select Money to see Net collected · 6 weeks, Membership MRR and Renewal success. Select Open recovery queue to work failed payments.
Select Demand to see leads captured and Became clients. Select Open leads to work them in Marketing.
Select Capacity to see completed visits, no-shows and Rebooked at close. Use Open Retention workstation or Open schedule to act.
Select Program to see the people who may need follow-up on each offer, and open a program to work its list.
Select Quality to see Visits with all care steps complete, Review rate and AI suggestions.
To see how a number was worked out, select Inspect evidence → on Net collected or on this week's job. Some cards on Money, Demand and Capacity also open their evidence when selected.

Without View financial insights, Decisions says it is owner and manager only. Program stays available.
Became clients counts a first purchase. Booking or paying for a consult does not count.
Insights only reports. Changes are made in the screen each link opens.