What's in the Insights Pages
What each reporting page answers — Order Summary, Open Balances, Tax Report and Installations — and which one to open for the question you have.
Written By Dennis Rodin
Last updated 10 days ago
The Insights pages give you four high-level views of your business: Order Summary, Open Balances, Tax Report, and Installations. Each one answers a different operational question, so you can stop building spreadsheets to see where your money is, what's overdue, what tax you owe, and what needs to get installed next.
Open Insights from the top nav to access all four. This is a Pro feature, included with every Pro account and during a Pro trial. Each page opens straight to its report or table, with no intro screen to click through first. On Basic and Legacy the real page loads with its top rows visible and a PRO FEATURE card over it, carrying that page's name, three benefits, the price, and Start 7-day free trial next to Upgrade to Pro, which opens Settings → Billing with the MonuDesk Pro card highlighted. Once your company has used its Pro trial, only Upgrade to Pro shows. On Basic the page under the card is a look-only preview: working with the report, Export CSV, Print and the install calendar come with Pro.
Every Insights page has a search bar at the top that works the same way as the search on the Order Management board. Search by customer name, decedent, cemetery, monument or service type, or stone color to slice the page down to a specific segment, or to find one order in a long list. It is especially useful with wholesale accounts: type a wholesaler's name to pull up all of their orders and order values in one place.
Order Summary
A bird's eye view of every order in the business, laid out as a table with stages across the top and a category (cemetery, county, city, or contact) down the side. Each cell shows order counts or revenue, and you can drill into any cell to see the underlying orders. Use it to spot bottlenecks, see how much revenue is sitting in quotes, and understand where the money is. Print in the page header prints the table exactly as you filtered and sorted it, in landscape, and your browser's print dialog can save that sheet as a PDF.
Open Balances
Every order with money still owed, organized by aging (days since order was created). Shows total accounts receivable, stage breakdown with percentages, and a table where you can click straight through to the customer, order, or cemetery. Use it to prioritize follow-ups and stay on top of overdue accounts.
Tax Report
Total tax collected, broken down by cemetery, county, or month (with quarter rollups when grouped by month). Includes tax-exempt order counts and exempt revenue. Export to CSV in one click for your accountant.
Installations
A planning view for monument installation work. Every monument order shows its dates, decedent, cemetery, stone color, dimensions, and current stage, grouped by cemetery, county, city, or zone. Click any stage bubble to advance the order right from the page. Monument orders only.
Which stages count as ready to install is a shop-wide setting, not a personal one. When you tick or untick a stage on this page you are changing it for everyone in your company, so the office and the crew always work from the same list. Until somebody picks, MonuDesk works the list out from your pipeline on its own. Your choice is remembered by the stage itself rather than by its name, so renaming a stage keeps it selected here.
How to Use the Installations Page
Website Leads (MonuDesk Max)
With MonuDesk Max, Website Leads in the sidebar, between Installations and PO Tracking, opens the Website leads and ads report. It shows the leads from your website form and MonuStudio, how many were priced and confirmed, the revenue they brought and, with Google Ads connected, what each lead and each confirmed order cost. Below Max the sidebar leaves it out. It needs the same permission as Order Summary.
Website Leads: Get Quotes from Your Website
Which page do I use when?
"Where is my money sitting?" → Order Summary in revenue mode
"How many orders are stuck in production?" → Order Summary in count mode
"Who hasn't paid me yet, and how overdue are they?" → Open Balances
"What's my total sales tax for this month or quarter?" → Tax Report
"What needs to get installed this week, and in which area?" → Installations
"Which ads bring in buyers, and what does a lead cost me?" → Website Leads (MonuDesk Max)
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