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oInsights Overview Permissions can only be managed via Settings → Users → Roles → Dashboard Analytics
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oInsight is an intelligent analytics feature that helps you predict demand, plan restocks, and balance inventory across all locations before shortages or overstock occur.
Accessible through the Dashboard, oInsight provides important summaries and forecasts to keep you informed of the latest inventory, sales, purchasing, and financial trends.
You can navigate between the Inventory, Sales, Purchasing, and Finances tabs to gain deeper insights and understand the actions needed to support business operations.
Date range selection and filtering options are also available, allowing you to view specific and up-to-date information based on your requirements.
You can find Inventory and Sales Forecast oInsights on the Dashboard
If you have Dashboard permissions, you will see these tabs:
oInsight also comes with an intelligent analytics feature that examines Sales and Purchase Orders to uncover meaningful business trends and patterns.
It identifies key opportunities, risks, customer and supplier dependencies, spending behaviors, and performance changes, then generates actionable insights and recommendations.
This enables management to make smarter, data-driven decisions that support revenue growth, procurement efficiency, and overall business performance.
This version is more explicit because readers immediately know the feature analyzes both Sales Orders and Purchase Orders.
You can find Sales and Purchase Order Insights on top of the Sales and Purchase Order page
When active, you should see a card with important information, you can freely refresh the the summary to see updated information
oInsight also has an intelligent monitoring feature that continuously analyzes customer and supplier accounts to identify credit limit risks and unpaid balance exposures.