CETA Insights is a business intelligence and reporting tool available from the main menu under Menu > Insights. It provides a range of pre-built reports covering financials, utilisation, billing and project performance across your iCFM data.
The Insights landing page includes a built-in colour guide, glossary of abbreviations, and status reference tables. You can return to this page at any time by clicking the Help button ( ? ) in the top right corner of any open report.
Insights Reports:
| Report | Description |
|---|---|
| Financial Analysis | Track revenue, costs and profit trends across Projects with weekly and monthly breakdowns |
| Quoted to Booked Compare | Compare original Quotes against confirmed bookings to identify scope changes and variances |
| Project Cost Summary | Detailed cost breakdown by Project showing revenue, costs, margins and completion status |
| Project Win Ratio | Analyse Quote conversion rates by Client, type and time period |
| Quote Confirmation Pipeline | View pending Quotes and their likelihood of conversion |
| Utilisation | Monitor Resource utilisation rates across teams and individuals |
| Resource Occupancy | Track booking occupancy for Rooms, Suites, People and Equipment by day, week or month |
| Day Sheet | Daily breakdown of hours worked and holiday time by Resource across a date range |
| Billing | Track invoicing status and amounts for billing period management |
| Billing Analysis | Analyse billing patterns, trends and outstanding amounts across Clients and Projects |
| Project Overview | Comprehensive single-Project view with Quotes, billing, Services P&L and cost tracking |
Running a Report
- Go to Menu > Insights
- Select a report from the landing page or click Select Report in the top right corner
- The report will open on an information page explaining what it shows and how to use it
- Set your criteria using the panel on the left
- Click Run Report
Once the report has run, you can view your results across four tabs:
- Summary - key metrics and top-level data
- Charts - visual comparison of your data
- Data - detailed sortable table with Excel export
- Data Quality - checks whether your site data is sufficient to make the report meaningful
If Morpheus AI has been configured, a Discuss with Morpheus button will appear in the top right corner, allowing you to ask questions about your report data directly. See Configure Morpheus AI Assistant for setup instructions.
Tips
- Click the ? button in any report to view detailed documentation
- Use multi-select filters to analyse specific Clients, Projects, or Resources
- Most tables support Excel export for further analysis
- Date ranges default to sensible values but can be adjusted as needed
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