Insights ships with dozens of metrics spanning every module, and each is designed so the numbers are always accurate and secure — you only ever see what you're allowed to.
What you can measure#
Metrics are grouped by area. A sampling of what's available:
- Tickets — open by board, by priority, by client; throughput, backlog, aging, unassigned, response times; and CSAT (overall, by board, by agent, by team).
- Sales — deals by status and stage, created, won/lost, average deal size, sales cycle, activities, deals by source, email engagement, and the outbound set: dials per day, connect rate (or reply rate, by picking the Email type), and calls by outcome.
- Lists — for outbound blocks: the call block funnel (members → reached → calls & emails → conversations → meetings → opportunities → won), meetings per 100 touches by block, and a live view of every open block and where it stands.
- Projects — budget vs. actual, overdue tasks, on-time rate, project health, phase progress. Project Health rates a live project Late when it is past its due date, At risk when it has overdue work items or has logged more hours than its estimate, and On track otherwise — the over-estimate test is the same arithmetic as Budget vs. Actual. Both count hours exactly as the project page does: rejected time and time on deleted tasks never count, and Budget vs. Actual's drill lists exactly the entries behind its figure. Project portfolio lists your live projects with their current phase, hours burned against the hours budget, next milestone and reviews waiting, colored by health; its hours follow the project page (rejected time and time on deleted tasks never count), and each bar drills into that project's open tasks. See Project portfolio. Task estimate vs actual shows, for each kind of task, how many hours it took on average against its estimate across the projects you can open — "Scoping: 12 tasks on 9 projects · estimated 8 h · took 10.4 h on average" as +30%. Tasks made from a template are grouped by the template task they came from (people who can see templates also see the template's name); tasks with no template behind them, including those on older projects, are grouped by name, and the note says so. It counts finished tasks with an estimate (or, if you choose, any task with time in the period), each task's own time without rejected entries; tasks with no estimate are left out and counted in the note. Click a row to see its tasks.
- Time — hours logged (by person, by role), utilization, the billable split, Unbilled WIP (billable time not yet invoiced, each client under its own billing rule — the same pool an invoice pulls from; its note says how much billable time is still waiting for timesheet approval at clients that bill approved time only), and Timesheet status (last week and this week: people who haven't submitted and their hours, weeks waiting approval and their hours, weeks with changes requested, weeks approved; the number is the weeks waiting approval, and each line opens Finance → Timesheets filtered to that week and state — for approvers, while Timesheet Approvals is on).
Time reports sort every hour into one of three kinds: Billable, Client time, no charge (time on a client the client isn't charged for, like an account-management check-in) and Internal (work with no client: an internal category, a planner task, a ticket or project with no company, or a kind of work set to Internal). Whether time is client time depends on what it was logged on, never on the Billable switch, so a no-charge client meeting is never counted as internal. The billable split shows all three. Hours logged, Hours by person, Hours by role and Hours by client can be narrowed to any one kind, or to all client time. Utilization counts billable hours by default, or all client time, or every logged hour. - Resources — Booked vs logged: per person, the hours they logged on the work they were booked on as a percentage of the hours they were booked, in whole Monday–Sunday weeks (your range is widened to the weeks it touches). Tentative bookings count; time on anything not booked is left out. It follows Resources → Reports → Booked vs. logged; others' hours need View all time or Manage resources, otherwise it shows only yours. - Finance — Invoiced Revenue and Invoiced Minus Expenses (both before sales tax, the figure Profitability counts; the second is directional, not profit), recurring revenue, MRR movement, renewals due, collection rate, days sales outstanding, outstanding invoices, and four from Profitability that all read the nightly rollups through the same calculator as the page: Return on Time by Client, Return on Time by Agreement, Effective Rate (by agreement or by client, weighted by hours) and Billing Efficiency (labor invoiced ÷ the value of the work at bill rates, by client or agreement — the one that needs no cost rates). A client with nothing invoiced yet has no Efficiency score rather than a score of 0: it is left off the bars and named in the note with the value of its work, and the headline shows a dash until something has been invoiced. The agreement widgets say so when none of your time is on an agreement, rather than suggesting the numbers are still being built, and the Profitability Watch template leaves them out for an organization with no agreements. The former Effective Hourly Rate widget, which was invoiced-only and reported an uninvoiced client at $0/hour, was retired; saved copies now show Effective Rate by client. Two more read the same rollups: Return on Time by Project (invoiced revenue for a project's work plus its share of the agreement fee, less the team's time; available while Projects is on) and Revenue Mix (product sales and their margin against labor revenue and its return, with the blend and your targets). - Clients — Client Health (latest score per client, lowest first) and Client Health Over Time (average per day from the nightly snapshots) — both only while client health is switched on under System → Lifecycle; an existing widget shows "This metric is no longer available to you." when it is off — plus Services Sold by Client, Lifecycle Compliance by Client, Lifecycle Goals Needing Attention, Estimated Expansion Value (the list-price value of the services a client does not buy yet — an estimate, not pipeline), CSAT by client, revenue/hours/tasks/tickets by client, and share of work by client — the same number as the Work column on Profitability, so a widget and that page never disagree. - Quotes — Quote Value by Status and Quote Win Rate, while Quotes is on. - Meetings — Meetings Booked (over time or by source) and Meetings by Host, while the Meeting Scheduler is on. - Catalog — Revenue by Catalog Item. - History — a nightly point for pipeline, weighted forecast, money owed, unbilled WIP, open tickets, utilization, project burn, recurring revenue, client health and prepaid hours left, charted over time or split by client, board, stage and more. See History. - Prepaid hours — Prepaid Hours: each prepaid block and how much of its hours are used (hours only, no money). - Lifecycle — Lifecycle Goals by Status (every open and closed goal period grouped by status) and Lifecycle Goals Due Soon (open goals closing within 30 days). See Lifecycle. - HR — certifications expiring, goals progress, reviews outstanding, upcoming time off. The People group also has Accrued payouts (earned but not yet paid on a pay run, as of a month end; needs View payouts) and Pay by type (what approved pay runs paid, by type of pay or month; needs View payouts and View compensation). See Pay runs. - Custom fields — Custom Field Breakdown: records of one type split by a dropdown, multi-select, checkbox or person custom field, counted or (for deals) totalled by value. Records where the field isn't used are left out. - Team & personal — login activity, and your own work (open items, sessions today, blocked work).
Which metrics you can add depends on the modules you have enabled and your permissions. The rules behind the figures (tax, dates, rejected time, deleted records) are in How AspirePro calculates its numbers.
Prebuilt dashboard templates assemble a themed set in one click — including Outbound, which pairs dials per day and connect and reply rates with what happened on each touch and where every block stands.
Every metric drills to records#
Metrics aren't just numbers — every one can drill down to the actual records behind it. Drilling shows the underlying tickets, deals, invoices, or tasks with deep links to open them, plus a quick breakdown by status or person. So a number on a dashboard is always one click from the specifics.
How scoping stays secure#
Insights enforces three invariants so a dashboard can be shared freely without ever leaking data:
- Permission is checked twice — both when a metric is offered in the picker and when it runs. A widget can never outlive the permission that created it; lose access to the underlying data and the widget stops showing it.
- Scope re-derives from the viewer — a widget never carries a fixed scope. When you open (or drill into) a shared dashboard, the numbers are computed for your access. Two people can open the same dashboard and correctly see different figures.
- Caches are scoped — cached results are keyed to the viewer's permission identity, so a lower-privileged viewer can never be served a higher-privileged person's cached numbers.
Together these mean you can build a dashboard once and share it with anyone: each person sees the same widgets, scoped safely to what they are allowed to see.
This is what makes Insights safe to share widely: the dashboard defines the questions, and every viewer gets their honest answer — never more than their permissions allow.