Metrak
Getting started

Insights dashboard

Your whole company on one screen - with the red flags already circled.

Web: Sidebar → Insights Phone: More → Insights Every plan

What it is

Insights is the manager's cockpit: active projects, projects at risk, contract value, overdue tasks, pending purchase requests and money outstanding. It also shows your day's to-dos, project health cards, the weather on site, nearby tenders and what you opened recently.

Why you'll love it

  • Spot a slipping project weeks before it becomes a loss.
  • “My Day” lists what is due today so nothing slips.
  • AI Executive Brief summarises the portfolio in plain words.
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Know your profit on every project
metrak.ai
Today
Projects
Dashboard
Tasks
Operations
Procurement
Finance
Documents
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AI & Tools
Settings
Insights
Active projects
6
At risk
1
Outstanding
88k
Overdue tasks
5
Margin Watch: Tower B margin fell from 17% to 9% this month

Insights shows the whole company: active projects, those at risk, and money outstanding.

Step 1 of 4

How to do it

Tick each step as you try it in Metrak.

How it connects

Records you create here flow into - or come from - these features.

More in Getting started

Getting started
Today feed
Create, search & shortcuts
Needs attention (the bell)
Mobile app
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