Insights (Sales & Operations) in TimeFlow

Before you start

You need insights permission.

Finding this in the UI

• Left sidebar → Insights, or go directly to /dashboard/insights.
• The header and footer do not have direct links here.

Setting the date range

The page is headed "Business Insights" ("Comprehensive analytics across job cards, invoices, orders, transactions, and quotations for "), with the resolved date range shown underneath (e.g. "Jan 01, 2026 – Dec 31, 2026") and a Refresh button. Pick a quick range — Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, All Time — or a Custom start/end date; every section below updates to match.

The sections

Each section card shows a count for the period (e.g. "4 job cards for this year") and, where relevant, a total amount or trend indicator in its top-right corner.

• Job Cards — a Job Cards Over Time line chart, plus a Top Booking Types bar chart.

• Invoices — a Daily Revenue (ZAR) line chart and an Invoices by Type bar chart, with the period's total revenue shown top-right.
• Orders — an Orders Over Time line chart, an Orders by Status bar chart, and an Orders by Type pie chart.

• Transactions — a Credit vs Debit Over Time (ZAR) line chart, a By Payment Method bar chart, and a By Status pie chart, with credit/debit totals shown top-right.
• Quotations — trends for the period; shows "No quotations found for this period" when there's nothing to chart.

Tips

• Use Insights when you want operational trends (volume, mix, status) for a chosen period; use Analytics (see the Analytics guide) for a broader at-a-glance dashboard of the whole business right now.
• Compare Job Cards and Invoices for the same period to see how many bookings are converting into billed work.