How it works
What Insights shows
Insights puts together what the business made, where the money went and what needs your attention, with how each figure was worked out.
Your home page says how today is going. Insights steps back: “What the business made, where the money went and what needs your attention, with how each figure was worked out.” It is at the top of Kila’s menu, under Dashboard.
The overview
Link to this section: The overviewOverview opens first, for the Whole business or one branch:
- Morning brief (1): yesterday against a normal day of the same kind, for the business and each branch. “Yesterday against a normal Thursday: the average of the same weekday over the last eight weeks the business traded.”
- Net profit, Gross profit and Growth from trading for the month so far.
- Money in each account today, from the books, and Safe to take out (2): “Money in your money accounts, less supplier bills due within 30 days, less monthly costs for the rest of the month, less what it costs to restock what was sold since the last delivery at today’s prices. Never below zero.”
- Needs attention: the findings, “most money first”.
Findings: what needs your attention
Link to this section: Findings: what needs your attentionKila checks the business and lists what it finds, each with the money at stake: a promotion that is not paying for itself, M-Pesa or bank money with no matching sale, stock that has not sold, a product out of stock that sells well. Each finding has a button to deal with it, such as Review the promotion or Open reconciliation.
- The working (3) shows the figures the finding rests on.
- Seen (4) marks it as read. Done marks it as dealt with.
- Dismiss takes it off the list, and asks why: “Why? It helps judge the checks.”
- Mute stops that kind of finding showing to you.
Check again runs the checks now.
The other tabs
Link to this section: The other tabs| Tab | What is in it |
|---|---|
| Profit | Profit and loss, Where profit comes from, Break-even, Trading cycles |
| Money | Where the money went, Money owed, Worth and growth |
| Stock and costs | Stock health, Rising costs, Sold without a cost |
| Watch | Findings, Leaks and till patterns |
| Plan | What if prices, costs or volumes change: “Nothing here changes a price, a cost or a record.” |
| Settings | The morning brief, the checks’ thresholds, the weekly note and alerts |
Tip
Under Settings, Insights can email you the morning brief, and Also add the Insights lines to the daily summary email: see Get the daily summary email.
- Your home page: today’s figures and what waits for you.
- Run a report: the figures behind a finding, for any dates.
- The standard reports: every report and what it answers.