Insights and reports help you understand what is happening across many bookings without opening every booking one by one. Use them as signals: they show trends, workload, confirmation speed, sale, purchase and margin information, but the explanation often lives in the underlying bookings.
Reading the dashboard blocks
- Bookings shows how many bookings match the selected period or comparison.
- Average time to confirmation helps measure how quickly bookings move from creation or request toward confirmation.
- Average margin per booking compares financial quality across the selected set.
- Purchase, sale and margin totals help check whether the financial picture is moving in the expected direction.
Date modes and filters
Reports can answer different questions depending on the date mode. Performance date is useful for what happens in a period. Date added is useful for new intake. Date confirmed is useful for conversion and sales timing. Always check the selected year, month and filter before comparing numbers.
Access and sensitivity
Financial insight and margin information is sensitive. Users need the right account permissions before they can see margin reports or detailed financial information. If a user cannot see a report, check their access rights before assuming data is missing.
When numbers look wrong
Open the underlying booking rows and check status, date, sale deal, purchase costs, linked purchase invoices and creditor assignments. Reports are most useful when booking data is complete and consistently maintained.