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Insights & Reporting

The whole business, counted from your records.

Insights is one reporting layer across sales, revenue, clients, delivery, your team and operations. Every figure comes from the records your team already keeps, and opens the list behind it.

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Insights is included in Pro.

Across the operation

Eight areas, one set of numbers.

Because sales, delivery and client work live in one system, a report can follow a client from pipeline to revenue to project health, no exports stitched together.

  • Sales

    • Pipeline by stage
    • Win rate
    • Sales cycle duration
    • Deals without next activity
    • Forecast

  • Revenue & Finance

    • Revenue over time
    • MRR
    • Recurring vs one-off revenue
    • Open invoices

  • Clients

    • Account health
    • Contact frequency
    • Expansion opportunities
    • Inactive / neglected accounts

  • Delivery

    • Project health
    • Projects overdue
    • Deliverables status
    • Review / revision performance

  • Team

    • Workload per person
    • Tasks completed
    • Account ownership

  • Operations

    • Automation success rate
    • Automation failures
    • Workflow bottlenecks

  • Agreements

    • Proposals sent
    • Acceptance rate
    • Time to acceptance
    • Agreement value

  • Client portal

    • Active portals
    • Pending client actions
    • Requests
    • Response times

A product principle

Deterministic numbers. No invented metrics.

Every figure in Insights is computed by a fixed query on your records. AI is kept apart from the arithmetic: where it helps explain an account or a deal, it never produces a number on a report.

Computed, not estimated

The same data gives the same number, every time.

Open what's behind it

A figure opens the deals, tasks or invoices it counts.

Periods you choose

Compare with the previous period or the same one last year.

One definition

MRR, win rate and project health mean the same thing on every page.

Reports, dashboards, saved

Find the report, keep the view.

01Reports

A library of reports, ready to read.

Pipeline, revenue, client health, overdue work, workload, automation performance and more, each with filters, a period and the records behind it. Pin the ones you use; recent reports are a click away.
  • Favourites and recently opened reports
  • CSV export (every plan)

  • Dashboards

    Overview, Management, Sales, Delivery and Operations dashboards, each on one screen.

  • Saved views

    A report with its filters and period, private or shared with the workspace.

  • Website analytics

    Connect GA4 for audience, acquisition, content, technology and live visitors in Trelyn.

Questions

About Insights.

  • Insights: Pro
  • Website analytics (GA4): Every plan
Where do the numbers come from?
From the records in your workspace: deals, agreements, invoices, engagements, projects, tasks, reviews, automation runs and portal activity. Each report states its source, and each figure opens the records it counts.
Does AI calculate any of the figures?
No. Reports are computed by fixed queries, so the same data always gives the same number. One report, expansion opportunities, counts findings that AI surfaced on your accounts, but the counting itself is deterministic.
Can we share a report?
Save a report with its filters and period as a view, kept private or shared with the workspace, and export any report to CSV.
Is Google Analytics part of Insights?
Website analytics has its own page: connect a GA4 property to see audience, acquisition, content, technology and live visitors in Trelyn. Lead sources and form submissions also appear in Insights' marketing reports.

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