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Features

Insights

The morning brief, this month's profit and break-even, where money is leaking and what needs your attention, each figure with how it was worked out.

Find it
Insights, or search insights in Kila

Steps differ for General businesses.

Insights answers the questions an owner keeps asking. Am I making money this month? Where is money leaking? What should I do this week? It reads the records Kila already keeps and turns them into a short list of findings, each with a shilling figure, how it was worked out, and a next step.

  • Can be added by Shop, Wholesale & distribution, Food & drink service, Stay, Appointments, Fitness & memberships, Jobs & repair, Professional services, Health care, Production, Education, Logistics & field and General.

Owners and general managers who cannot stand in every branch every day.

SwitchWhat it doesTo start
Morning briefYesterday against a normal day and the three things that need attention, in the app and by email.On
Scenario labWhat-if planning on price, cost and volume.On
Staff patternsRefunds, voids and discounts by cashier against their peers, for review.On

Insights, at the top of the menu: “What the business made, where the money went and what needs your attention, with how each figure was worked out.” Its tabs are Overview, Profit, Money, Stock and costs, Watch, Plan and Settings. The overview starts with the morning brief, yesterday against a normal day, and ends with Needs attention, ranked by the money at stake.

  • Other businesses: the owner switches it on under Administration › Business profile, when the plan has it.

Insights is optional for every kind of business: the owner switches it on under Administration › Business profile. See Switch a module on.

For General businesses

A General business switches it on in one step: on Business profile, under What your business does, switch on Insights and statements, which also switches on Statements. See Add what your business does.

On the Starter, Business, Growth and Enterprise plans. Enterprise is arranged with Kila’s sales team.

Not available yet

The morning brief comes by email only: under Settings, Kila says “By email for now; SMS and WhatsApp follow.”

Last checked on Kila on .

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