Insights

Insight-style view of workflow counts, money totals, status mix, and practical signals across 4 P’s.

Scoreboard Overview Reports

Plans Active

Inspections Open

Claims Open

Invoices Open

Payments Pending

Claims Amount

$185.00

Invoice Total

$75.00

Invoice Balance

$0.00

Insights Notes

Insights focuses on practical ratios and quick interpretations instead of only raw counts.
This is a good page for spotting pressure points or imbalance in the workflow.
Use reports.php and reconciliation.php if you want to verify numbers in more detail.
Use queue.php and watchlist.php if a ratio suggests too much work is staying open.

Insight	Value	Meaning
Plan activation ratio	100.0%	How much of the plan book is still active or open.
Inspection open ratio	87.5%	How much inspection work is still active.
Claim open ratio	0.0%	How much claim activity is still in motion.
Invoice open ratio	0.0%	Share of invoices not fully settled yet.
Payment pending ratio	0.0%	Share of payments still in review or processing.
Claim to invoice value	246.7%	Rough comparison of claim value to billed value.
Invoice balance to invoice total	0.0%	How much billed value is still outstanding.
Payment to invoice total	100.0%	How much of billed value has been covered by payments.