Insights

An insight is what Adea writes when a number it watches moves more than is normal. Adea checks every morning. You find the insights on your Home and under Insights.

What one insight has

• The headline. What moved, by how much and since when, with a chart against the normal range. You can see at a glance whether it is a blip or a change.
• The story. Where the change is, how sure Adea is, and what happened around then.
• The causes. Adea tests the likely causes one at a time, such as a code change, a price change or the calendar. Each one gets a verdict: fits, same time, or ruled out. Adea never calls a cause confirmed on its own. A person does that, with That’s the cause.
• Who is affected. The people or records behind the number, ready to become a list.
• A next step. One suggestion: find out why, make a list, give it to someone, or nothing to do now.

On the Free plan an insight shows the headline. The story, the causes and lists are part of Start and above. See Credits and plans.

Find out why

When an insight has no story yet, choose Find out why. Adea looks for where the change is and since when, then tests what happened around then. It takes about a minute, and you can leave the page. It uses one Deep credit, and the button shows that. Insights Adea starts on its own are included in your plan, within its daily limit.

Choose what to watch

Adea proposes the numbers worth watching for your business. Under What I watch on your Home, choose Watch on a number, and Adea checks it from the next morning. Taking a number off your Home doesn’t stop Adea checking it. See Watch your numbers.

Work with an insight

• Give it an owner, so someone is responsible.
• Make a list of the people or records behind it. When the list is done, Adea watches the number for seven days and tells you whether it is back to normal. It says what changed, not that the work caused it.
• Snooze it, until a date or until it moves again.
• We know. Mark it as something you expected, and Adea expects it next time.
• Standing lists keep themselves up to date as people qualify, and show on a quiet week’s summary. They are part of Start and above.

A quiet week

When nothing moved, Insights says so: how many numbers Adea checked, what changed in the business, your standing lists and your pace against a goal.

Who sees what

Everyone in the company can open the insights. What a person sees of the people and records behind one follows their own access. See Access and roles.