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Insights, forecasting and client health

Sales conversion, cash flow, project profit, client health and a weekly briefing.

Available on Pro and Agency

What it is

Business reports built from your contacts, deals, proposals, invoices, recurring income, time and private costs.

When to use it

  • Weekly or monthly reviews.
  • Planning cash flow.
  • Finding clients or projects that need attention.

How to do it

  1. Open Insights and use Sales funnel for conversion, drop-offs and weighted pipeline value.
  2. Use Cash runway for the 13-week forecast — see 'Cash runway and what-ifs'.
  3. Use Profitability to compare earnings against time and costs by project, client or service.
  4. Use Lead sources, Next work and Referrals to see where clients come from and who is due more work.
  5. Use Health to find quiet clients, overdue invoices and open requests.
  6. Choose Write this week's briefing for a concise Noodle summary to review.

Good to know

  • The Dashboard shows a compact 90-day funnel; Full report opens the detailed Insights view.
  • Always review a Noodle briefing before acting on it.

Still stuck? Read troubleshooting, or sign in and open Help & support.