Executive clarity and revenue analytics with zero manual spreadsheets.

Stop spending weekends consolidating messy CSV reports. 180 Insights gives founders and leadership teams real-time visibility across sales, projects, cash flow, and team productivity.

14-Day Free TrialInstant SetupNo Credit Card Required
Analytics Features

Engineered for founders, executives, and department leads.

From high-level cash flow forecasting to granular sprint velocity and employee capacity analytics.

01
CEO Overview

Executive Cross-App Command Center

See your entire business at a glance. Real-time revenue recognized, active sales pipeline value, team sprint velocity, and open customer tickets in one view.

  • Cross-app data aggregation with zero manual consolidation
  • Real-time revenue versus operational expenses
  • High-level milestone progress across all active projects
02
Weekly Trends

Weekly Growth Trends & Velocity Metrics

Identify emerging operational trends early. Track week-over-week growth in new lead acquisitions, closed revenue, billable hours, and task completion velocity.

  • Week-over-week performance comparisons
  • Sales pipeline velocity and conversion bottleneck detection
  • Team delivery velocity index across sprint cycles
03
Productivity

Team Productivity & Utilization Index

Measure team output accurately without micromanagement. Track billable utilization rates, task completion ratios, and departmental capacity.

  • Billable vs non-billable hour allocation breakdown
  • Departmental productivity heatmaps (Design, Engineering, Sales)
  • Identifies underutilized capacity or burnout risks
04
Predictive

Cash Flow & Revenue Runway Forecasting

Predict future cash flow with confidence. Project incoming receivables against scheduled contractor disbursements and payroll runs.

  • Rolling 30, 60, and 90-day cash flow projections
  • Weighted pipeline revenue forecasting
  • Accounts receivable aging analysis
05
Custom KPIs

Custom KPI Widgets & Exportable Board Reports

Build custom executive metric dashboards tailored to your board of directors, investors, or department heads. Export presentation-ready PDF reports with one click.

  • Drag-and-drop metric widget customization
  • One-click PDF board report generation
  • Automated weekly email digests to leadership
06
AI Insights

Orbit AI Autonomous Business Recommendations

Orbit Copilot continuously analyzes your historical operational data to uncover hidden revenue opportunities, cost leaks, and efficiency bottlenecks.

  • Identifies unprofitable project types or client accounts
  • Highlights high-performing sales playbooks
  • Recommends optimal pricing and retainer adjustments
Insights Playbook

How to Monitor Company Health in 180 Insights

Follow these 4 steps to review executive dashboards, growth trends, and Orbit AI diagnostics.

2-Minute Insights & Analytics Overview

Interactive step-by-step visual training modules.

01

Open the CEO Overview Dashboard

Navigate to Insights → Overview. Instantly review total revenue, active pipeline value, pending receivables, and sprint velocity across all apps.

Insights → Executive Command Center
02

Inspect Weekly Growth Trends

Review week-over-week lead acquisition, deal close rates, and billable hour utilization to identify emerging operational patterns.

Insights → Weekly Trends → Filter by Department
03

Review Orbit AI Business Diagnostics

Read Orbit Copilot's automated weekly diagnostic summary highlighting operational bottlenecks, client profit margins, and team capacity.

Orbit AI Diagnostic: 'Design team at 94% capacity'
04

Export Presentation-Ready Board Reports

Generate a clean, branded PDF summary for your executive team, board members, or bank lenders with one click.

Export PDF Report • Instant Executive Summary
The Work Graph Advantage

Intelligence powered by every operational transaction.

See how financial ledgers, sales deals, and sprint work logs combine into unified business clarity.

Insights & BIFinance & Invoicing
Cash Flow

Aggregates revenue collected, pending invoices, and vendor disbursements into real-time profit reports.

Zero manual sync neededInstant Work Graph Event
Insights & BICRM & Sales
Pipeline Velocity

Calculates average deal closing speed, win rates, and customer acquisition costs (CAC).

Zero manual sync neededInstant Work Graph Event
Insights & BIProjects & Tasks
Sprint Velocity

Tracks task completion velocity, milestone delivery accuracy, and team billable utilization.

Zero manual sync neededInstant Work Graph Event
Insights FAQs

Frequently Asked Questions about 180 Insights

Answers on automated metrics calculation, role-based dashboards, board reports, and AI analytics.

Do I need to configure separate data pipelines or BI connectors?
No. Because all 180workspace applications (CRM, Projects, HR, Finance, Traffic Director) share the native Work Graph database, Insights requires zero setup, zero ETL pipelines, and zero expensive BI tool licenses.
How does 180workspace calculate Team Utilization?
The platform calculates billable utilization by comparing approved billable project time logs against total scheduled work hours defined in HR management policies, providing an accurate, honest measure of team output.
Can I create different dashboards for department heads?
Yes. Role-based permissions allow you to create customized insight dashboards for Sales Leads (focusing on pipeline metrics), Engineering Leads (focusing on sprint velocity), and CFOs (focusing on cash flow).
Can we automate weekly leadership email reports?
Yes. Insights can automatically compile and email an executive weekly digest every Monday morning to founders and department heads with key week-over-week metric changes.
What makes Orbit AI Insights different from standard graphs?
Orbit AI doesn't just show historical charts; it actively correlates data across apps (e.g. noticing that projects with more than 5 design revisions result in lower net profit margins) and provides actionable recommendations to improve profitability.
Built for Freelancers, Agencies & Teams

Gain total clarity over your company's growth and health.

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