Insights is the read-back. Everything on it is built from what your firm has already recorded — the hours people logged and the invoices you raised — so it is a view of your own data rather than a separate thing to maintain.

Choosing the period

Time range sets what everything below is measured over: This year, Last 12 months, or All time.

Last-12-months is usually the more useful of the two shorter ones. A calendar year in January is four weeks of evidence and tells you very little.

The three cuts

• Overview — the whole firm. Hours recorded, what they were worth, and what you invoiced.
• Clients — the same numbers per client, which is where the uncomfortable ones live. A client you like is not necessarily a client who pays for the time they take.
• Team — per person, so it is visible where the work actually sits rather than where you assume it sits.

Reading it honestly

Insights can only see what was written down. A week nobody logged is a week that looks free, and a client whose hours went unrecorded will look more profitable than they are — which is the failure mode worth knowing about, because it makes the worst clients look like the best ones.

Where a figure mixes rated and unrated time it is marked Estimated rather than presented as exact.