The Insights screen is your command center for understanding how your business is performing. Whether you’re a revenue leader, a CS manager, or a founder wearing many hats, Insights gives you a bird’s-eye view of your key metrics — all in one place. No more bouncing between spreadsheets and dashboards. Everything you need to make smart, data-driven decisions lives right here.
Getting There
From the main navigation, click on Intelligence in the left sidebar, then select Insights. It’s typically the first item under the Intelligence app, so you’ll land here quickly.
Key Features
KPI Summary Cards
At the top of the screen, you’ll find a row of KPI cards that highlight your most important business metrics. These cards give you an instant snapshot of performance — think of them as your daily health check for the business. Each card shows the current value along with trend indicators so you can see whether things are moving in the right direction.
Interactive Charts
Below the KPI cards, you’ll find a set of interactive charts that visualize your data over time. These charts are fully responsive and let you hover over data points for more detail. You can spot trends, identify seasonal patterns, and catch potential issues before they become problems.
Company Overview Table
The Insights screen also includes a searchable, sortable table of your companies. You can filter by various criteria, search for specific companies, and click through to see detailed information. It’s a quick way to find what you’re looking for without navigating away from the dashboard.
Data Filters
Use the filter controls at the top of the page to narrow down your view. Filter by date range, company segment, or other attributes to focus on exactly the data you care about. Filters apply across all charts and tables on the page, so everything stays in sync.
Step-by-Step: Getting the Most from Insights
- Start with the KPIs — Glance at the summary cards to get a quick pulse on your business. Are the numbers trending up or down?
- Dive into the charts — Click and hover over the charts to understand trends over time. Look for patterns or anomalies that might need attention.
- Filter your view — Use the date range and segment filters to zoom into specific time periods or customer groups.
- Explore the table — Search for specific companies or sort by key columns to find the accounts you want to investigate further.
- Click through to details — When you spot something interesting, click on a company name to jump to its detailed view for a deeper dive.
💡 Tips & Best Practices
- Make it a habit — Check Insights daily. Even a quick 2-minute review can help you catch issues early.
- Use filters to tell a story — When preparing for a meeting, set filters to show the specific segment or time period you want to discuss.
- Watch the trends, not just the numbers — A slight dip in one metric might not be alarming, but a consistent downward trend over weeks deserves attention.
- Pair with Company Detail — When a KPI looks off, use the table to identify which companies are driving the change, then click through for the full picture.
Frequently Asked Questions
How often is the data updated?
Data on the Insights screen reflects your latest uploaded or synced data. When you upload new renewal data or close new deals, those changes are reflected here immediately.
Can I export the data I see on this screen?
Yes! Most tables in Subrise support CSV export. Look for the export or download button near the table controls.
What do the trend arrows on the KPI cards mean?
The trend arrows compare the current period to the previous period. A green up arrow means the metric has improved, while a red down arrow indicates a decline. The percentage next to the arrow shows the magnitude of the change.
Can I customize which KPIs are shown?
The KPI cards are configured to show the most universally important metrics. If you need custom reporting, check out the Analytics screens under specific modules for more tailored views.
Related Articles
- Companies — Browse and manage your full company list
- Company Detail — Deep dive into individual company data