An Insight Package is a curated set of dashboards and reports designed to provide targeted financial insights for specific stakeholders (e.g., management, board, or auditors). Instead of browsing multiple dashboards and reports manually, users can access a packaged view that’s tailored to their role.
1. Accessing Insight Packages
From the left side navigation, click Insight Packages
You’ll see a list of available packages assigned to you
2. Opening an Insight Package
Select the package from the list to open it
The package will display:
Dashboards (profitability, asset, debt, etc.)
Reports (P&L, Balance Sheet, Cash Flow, or custom reports)
KPIs relevant to the package focus
Navigation inside the package is similar to dashboards and reports
3. Package Layout
Header Section: Package title, description, and last update timestamp
Content Area: Dashboards and reports displayed in a sequence chosen by the package creator
4. Common Use Cases
Board Meetings – provide a ready-to-use financial snapshot for presentations
Investor Updates – package profitability and growth insights in a clean view
Management Review – focus on debt, asset, and KPI performance
Audit Preparation – share consistent financial reports with auditors
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