Level 7: See the Whole Business (Pro)
Use the Insights pages to spot bottlenecks, chase open balances, prep for tax filing, and plan installs. About 10 minutes.
Written By Dennis Rodin
Last updated 2 days ago
Level 7 shows you how to use the Insights pages to spot bottlenecks, chase open balances, prep for tax filing, and plan install days. The more orders you've entered, the more these pages tell you. Takes about 10 minutes and requires the Pro tier.
Step 1: Insights overview, which page when
A quick tour of all four Insights pages and the question each one answers.
Learn more: What's in the Insights Pages
Step 2: Order Summary, where the money is
Group by cemetery, county, or city. Switch between revenue and count. Click into any cell to see the orders behind the number.
Learn more: How to Use the Order Summary
Step 3: Open Balances, your collections workflow
Aging buckets, AR by stage, and clickable rows for fast follow-up on who still owes you money.
Learn more: How to Use Open Balances
Step 4: Tax Report with the CSV export
Group by cemetery, county, or month, track tax-exempt orders, and export an accountant-ready CSV.
Learn more: How to Use the Tax Report
Step 5: Installations, plan install days by zone
Group by zone, advance stages inline, and sort and filter for routing.
Learn more: How to Use the Installations Page
✅ Level 7 complete. You can now answer where the money is, who owes you, what taxes you collected, and which installs to batch together, all without a spreadsheet.
👉 Continue to: Level 8: Power User