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Insights

Written by Russ Mullender

Overview

The Insights page uses AI-powered analytics to surface actionable insights about your asset portfolio. Discover trends, identify potential issues before they become problems, and get data-driven recommendations for optimising your asset management.

Getting here

Click Insights from the sidebar navigation.

What you can do on this screen

  • View AI-generated insight cards organised by category (financial, operational, compliance)

  • Click on insight cards to see full analysis, supporting data, and recommended actions

  • Take action on recommendations by navigating directly to the relevant page

  • Review trend analysis for asset values and depreciation

  • Identify anomalies in transactions

Review the insights dashboard

The main view shows AI-generated insight cards organised by category (financial, operational, compliance). Each card summarises a finding and its potential impact.

Explore individual insights

  1. Click on an insight card to see the full analysis, supporting data, and recommended actions.

Take action

Each insight includes recommended actions. Click on an action to navigate to the relevant page and address the finding.

Pro tips

  • Check Insights regularly — new insights are generated as your data changes.

  • Use insights to inform your strategic asset management decisions.

  • Share relevant insights with management during review meetings.

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