Insights

The Insights page goes deeper than the analytics overview. It breaks your data into tabs — staff, products, category sales, customers, orders, events, and delivery — so you can focus on one area at a time.

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How it works

Set your date range and filters, press Run, and the page loads a series of analytics blocks — tables and charts grouped under tabs. Each tab focuses on one part of the business. Some blocks have a small download button in their header for that block’s data. For full data downloads across the shop, head to Reports.

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Tabs

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Staff

How your team is performing:

• Team By Most Orders Added — who’s added the most orders, with total gross
• Team By Average Order Total — who’s writing the highest-value orders on average
• Team By Upsold Products — who’s adding upsell items (defined by your upsell category)
• Team By Completed Tasks — who’s closed the most tasks in the period
• Team By Created Tasks — who’s creating tasks
• Team By Delayed Tasks — tasks whose due date moved, with a delay percentage
• Team by Confirmed Orders — who’s confirmed the most orders
• Team By Products Sold — products sold by each team member, with a per-product breakdown
• Team By Orders Marked Ready — who’s marking orders ready for fulfilment

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Products

What’s selling and how it’s bundled:

• Most Ordered Products — top 10 by order count, with total gross
• Products Sold by Designer — sales grouped by the designer named on each product
• Frequently Bought Together — product pairs that appear in the same order most often

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Category sales

Sales broken down by product category:

• Sales by Category and Staff Member — items, orders, and gross per category per staff member
• Top Categories by Sales Volume — top 15 categories by gross
• Staff Performance Across Categories — how many categories each team member sold from

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Customers

Three leaderboards covering who’s buying:

• Customers by Orders — top 10 by order count, with total spent
• Customers by Total Spent — top 10 by spend across the period
• Credit Customers by Total Spent — top 10 account customers by spend

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Orders

A wide breakdown of order data:

• Counts grouped by status, order source, payment status, fulfilment method, order type, occasion, payment method, fulfilment date, delivery slot, and integration
• Delivery Orders by Postcode Area (UK shops only)
• Order Processing Time by Stage — average time between status changes
• Sales by Occasion with year-on-year comparison
• Occasion Sales by Month — monthly trend for the top occasions
• Payment Aging Analysis — outstanding orders grouped by age bucket
• Orders Marked Ready charts — daily trend, by hour, by source, and top 10 staff comparison

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Events

Your wedding and event pipeline:

• Leaderboards for events created, events assigned, and quotes accepted by user
• Events by Venue — useful for spotting where to exhibit at wedding fairs
• Events by Marketing Source — where leads come from
• Events by Type — which event categories you run most
• Event Quote Conversion Funnel — how events move from draft to completed, with average days in each stage
• Quote Conversion Rate Over Time — monthly conversion trend

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Delivery

How your runs and drivers are performing:

• Delivery Runs by Driver — top 10 drivers by completed runs
• Orders Delivered by Driver — orders and gross delivered per driver
• Drivers by Mile — total miles per driver
• Milage Statistics — totals, averages, fees, and average deliveries per run
• Driver Performance Summary — runs, stops, average duration, and time per stop
• Daily Delivery Completions — runs completed per day

If Punctuality Monitoring is turned on in delivery settings, an extra block appears:

• Driver Punctuality — average score, on-time, late, and very late percentages per driver

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Filtering

Set the filters at the top of the page before pressing Run.

• Date Range — pick a preset (Today, Last 7 days, Last 30 days, This month, Last month, This year, Last year) or choose custom dates
• Date Type — Order Date or Fulfilment Date
• Order Type — All, Gift, Funeral, Corporate, or Event

Open Advanced Filters for:

• Product Categories — pick one or more, with an option to include subcategories
• Locations — pick one shop or several
• Integrations — limit to specific connected integrations
• Order Sources — limit to specific order sources, or include orders with no source

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Common questions

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What’s next?