#modules #analytics #reporting The Insights Module is PAI's comprehensive analytics dashboard that gives you a bird's-eye view of all your projects' financial performance in one place. This module uses [[PAI Tables]] to present data in a flexible, searchable format that lets you analyze trends, compare projects, and identify patterns across your entire portfolio. **Purpose:** - Compare financial performance across multiple projects simultaneously - Analyze margin trends and profitability patterns - Identify projects that are over or under budget - Track estimate accuracy and spending performance across your portfolio **Key Functions:** - Displays all approved projects in a comprehensive table format - Shows approved estimates versus actual working costs and margins - Compares planned profit margins against realized profit margins **Accessing Insights Module:** Navigate to the Insights section from the main navigation menu. The financial dashboard is the default landing page. **Financial Terms in Insights Module:** **Project Information:** - **Approved Date** - When the project estimate was approved - **Estimate Number** - PAI reference number for the estimate - **Project Number** - PAI reference number for the project - **Created By** - User who created the project - **Client Name** - Associated client for the project **Financial Performance Metrics:** - **Approved External Total** - Total revenue approved in the original estimate - **Approved Internal Total** - Total costs approved in the original estimate - **Approved Margin $** - Profit planned in the original estimate (External minus Internal) - **Approved Margin %** - Planned profit as a percentage of revenue - **Working Total** - Current total of all project expenses across all statuses - **Working Margin $** - Current projected profit (External Total minus Working Total) - **Working Margin %** - Current profit margin as a percentage - **Realized Margin $** - Actual profit when all expenses are closed (only displays when Working Total equals Incurred Job Expenses) - **Realized Margin %** - Actual profit margin percentage - **Margin Variance** - Difference between planned profit and actual profit **Data Analysis Features:** - **PAI Tables Interface** - Sort, filter, and customize column visibility - **Filtering** - Focus on specific clients, date ranges, or performance metrics - **Comparison Analysis** - Easily compare performance across multiple projects **The Insights Module helps you understand whether margin variances are due to estimate accuracy, spending performance, or scope changes. This analysis is crucial for improving future project pricing and identifying areas where processes can be optimized. © 2025 PAI Tech, Inc. [paihq.com](https://www.paihq.com/)