> ## Documentation Index
> Fetch the complete documentation index at: https://docs.florists.digital/llms.txt
> Use this file to discover all available pages before exploring further.

# Insights

> Deeper analysis across staff, products, customers, orders, events, and delivery.

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.

<Info>
  **This page covers features gated by Manager-tier permissions.** Managers and Admins have these by default; your administrator can adjust who has them in [Settings > Team](/settings/team).
</Info>

<Frame caption="Insights overview with category tabs">
  <img src="https://mintcdn.com/digitalflorists/aiPhRRQ_oBdSyoYy/images/Analytics/analytics_insights_overview.png?fit=max&auto=format&n=aiPhRRQ_oBdSyoYy&q=85&s=2020267e609dd75a8cb18d09e700597b" alt="Insights dashboard showing analytics blocks across multiple categories" width="1920" height="2931" data-path="images/Analytics/analytics_insights_overview.png" />
</Frame>

## 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](/analytics/reports).

## Tabs

### 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

<Tip>
  **Team By Products Sold** and **Team By Orders Marked Ready** expand on click to show a breakdown — products by name, or daily activity with times and sources.
</Tip>

### 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

<Frame caption="Product category breakdown">
  <img src="https://mintcdn.com/digitalflorists/aiPhRRQ_oBdSyoYy/images/Analytics/analytics_insights_product_category.png?fit=max&auto=format&n=aiPhRRQ_oBdSyoYy&q=85&s=a77d7fba69ba0490d33b941f1a41aabc" alt="Chart showing revenue by product category" width="1920" height="960" data-path="images/Analytics/analytics_insights_product_category.png" />
</Frame>

### 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

### 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

<Frame caption="Customer insights">
  <img src="https://mintcdn.com/digitalflorists/aiPhRRQ_oBdSyoYy/images/Analytics/analytics_insights_customers.png?fit=max&auto=format&n=aiPhRRQ_oBdSyoYy&q=85&s=a8c9a8e08d611a05833d279b6f7f0688" alt="Customer analytics leaderboards" width="1920" height="960" data-path="images/Analytics/analytics_insights_customers.png" />
</Frame>

### 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

<Frame caption="Order insights">
  <img src="https://mintcdn.com/digitalflorists/aiPhRRQ_oBdSyoYy/images/Analytics/analytics_insights_orders.png?fit=max&auto=format&n=aiPhRRQ_oBdSyoYy&q=85&s=b5f445b102eb06c49bac47c1215f4b7b" alt="Order analytics showing volume trends and status breakdown" width="1920" height="960" data-path="images/Analytics/analytics_insights_orders.png" />
</Frame>

### 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

<Frame caption="Event insights">
  <img src="https://mintcdn.com/digitalflorists/aiPhRRQ_oBdSyoYy/images/Analytics/analytics_insights_events.png?fit=max&auto=format&n=aiPhRRQ_oBdSyoYy&q=85&s=8b62675bc8a10077559c9cdd8550c855" alt="Event analytics showing booking trends" width="1920" height="960" data-path="images/Analytics/analytics_insights_events.png" />
</Frame>

### 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](/daily-operations/delivery-history#punctuality), an extra block appears:

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

<Info>
  Delivery analytics only include data from October 2025 onwards. Earlier runs from the legacy driver system aren't included.
</Info>

<Frame caption="Delivery performance insights">
  <img src="https://mintcdn.com/digitalflorists/aiPhRRQ_oBdSyoYy/images/Analytics/analytics_insights_delivery.png?fit=max&auto=format&n=aiPhRRQ_oBdSyoYy&q=85&s=15345e35933815cba7f21c691f369314" alt="Delivery analytics showing on-time rates and method breakdown" width="1920" height="960" data-path="images/Analytics/analytics_insights_delivery.png" />
</Frame>

## 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

## Common questions

<AccordionGroup>
  <Accordion title="Can I export insights data?">
    A few blocks have a small download button in their header — **Team By Orders Marked Ready**, **Customers by Orders**, **Customers by Total Spent**, and **Driver Punctuality**. For full data downloads, see [Reports](/analytics/reports).
  </Accordion>

  <Accordion title="Why do some blocks not show anything?">
    If a block has no data for your filters and date range, it stays empty. Try widening the date range or removing filters.
  </Accordion>

  <Accordion title="What's the difference between insights and reports?">
    **Insights** are on-screen tables and charts. **Reports** are downloadable spreadsheets you can open in Excel or Google Sheets.
  </Accordion>

  <Accordion title="Why is Driver Punctuality missing?">
    The Driver Punctuality block only appears if **Punctuality Monitoring** is turned on. See [Delivery History](/daily-operations/delivery-history#punctuality) for how to enable it.
  </Accordion>
</AccordionGroup>

## What's next?

<Columns cols={2}>
  <Card title="Analytics" icon="chart-line" href="/analytics/overview">
    See the high-level overview of your shop's performance.
  </Card>

  <Card title="Peak Reporting" icon="mountain" href="/analytics/peaks">
    Compare your busiest periods year-on-year.
  </Card>

  <Card title="Reports" icon="file-lines" href="/analytics/reports">
    Download detailed reports as spreadsheets.
  </Card>

  <Card title="Delivery History" icon="truck" href="/daily-operations/delivery-history">
    Review past runs, punctuality, and driver performance.
  </Card>
</Columns>
