Karbon Insights guide

Karbon Insights helps you keep a finger on the pulse of everything going on throughout your accounting practice. Easy-to-read reports provide you with statistics and charts about your firm's output, including client and colleague leaderboards.

You can access Insights from your main menu.

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Work insights

Work Insights allows you to see a top-level view of all of the work in your practice. Various charts and leaderboards provide you with critical information, including the ability to drill down into individual work items.  

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Email Insights

Currently, in open beta, email insights provide you with statistics about your team and client communication. Register your interest to have the beta version of email insights turned on in your firm's Karbon account. 

Navigating Insights

Insights includes charts and graphs that detail data pulled from your Karbon account. Some charts allow you to select what time period you want to see. 

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You can hover your cursor over areas of the charts for more details information.

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If you are unsure about what a certain chart or statistic is showing you, you can hover your cursor over the "?" icon.

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