CRM
Reports & Insights
Insights Tab
The Insights tab is a live visual dashboard. Every chart element is clickable and navigates you to the filtered contact list.
| Chart | What it shows | Click action |
|---|---|---|
| Stage Bars | Contact count at each pipeline stage | Opens Contacts filtered to that stage |
| State Bars | Geographic breakdown of your pipeline | Opens Contacts filtered to that state |
| Sequence Rows | Outreach sequence status | Opens contacts in that sequence step |
| Stat Sub-labels | Counts under each KPI number | Opens the relevant filtered list |
| Search Bar | Searches across all contacts | Redirects to All Contacts with search applied |
Cache tip: If charts look stale after a recent change, press Cmd+Shift+R to force a hard refresh.
Evening Sync
The Evening Sync email goes out automatically at 4:30 PM CDT on weekdays. It summarizes:
- Tasks shipped vs carried
- Top time category for the day
- Must-know flags (overdue invoices, placement signals, urgent candidate actions)
- Open placement signals from the autopilot engine
If you need to trigger it manually, go to Reports → Run Evening Sync.
AI Features (Credits Required)
The following features are built and ready but require Anthropic API credits to run:
- EOD Report narrative generation
- AI Chatbot (ask questions about your pipeline in plain English)
- Insights narrative summary
Add credits at console.anthropic.com. The API key is already configured in the CRM. You only need to top up the billing balance.