📶View Account Insights

You can view insights into your accounts that are split into pre-existing platform insights and customisable insights.

Platform Insights include:

• Strategic Priorities

• Goals for 2024 & 2025

• Digital Strategies

• Organisational Structure

• Geographical Business Operations

• Business Risks

• SWOT Analysis

• History

• Executive Leadership Team

Customisable Insights are defined by you, please see our workflows page or account settings page to learn how to set them up.