AI MODULE
AI Insights — aggregated sales and margin analysis of your shop.
AI Insights are aggregated reports across all jobs and customers: margin trends per service type, customer scoring by profitability, seasonal patterns, material rankings. Plain-text output like 'Your margin on illuminated signs is +15% vs. last quarter.' Different from AI Opportunities (concrete new lead contacts) and AI Suggestions (next action on a single job), this is the strategic management view.
Secure your spot now
- ✗Accountant numbers arrive 6 weeks late
- ✗No idea which job was profitable
- ✗Excel reports take hours to build
- ✗You spot trends when it's already too late
- ✗Decisions based on gut feeling
- ✓Live dashboard shows everything real-time
- ✓Margin per job visible instantly
- ✓AI generates reports automatically
- ✓Spot trends early and act on them
- ✓Data-driven decisions in seconds
THE PROBLEM
You have enough data — insights are missing
You have hundreds of jobs and quotes. But who has time to read trends?
You create Excel reports on Sunday at 10 PM — if at all
THE SOLUTION
Automatic business intelligence
The Automatic analysis and summarizes them clearly
From revenue trends to customer behavior — in natural language
- Spot revenue trends
- Understand customer behavior
- Margin analysis
- Seasonal patterns
- Growth opportunities
How it works
Aggregate data
Jobs, customers, revenue combined
Find patterns
AI identifies trends and outliers
Generate insights
Clear summaries in natural language
Take action
Concrete recommendations
Collecting data is easy — understanding it is the challenge. PlotonIQ's AI Insights automatically analyzes your business data.
How insights are created
All business data is aggregated
AI identifies trends and changes
Findings summarized clearly
Each insight includes an action recommendation
YOUR BENEFITS
- ✓Revenue trends at a glance
- ✓Understand customer behavior
- ✓Margin analysis per category
- ✓Spot seasonal patterns
- ✓Uncover growth opportunities
Frequently Asked Questions
How are Insights different from Reports?
Reports show numbers. Insights explain what they mean.
How current?
Updated daily.
Can I ask questions?
Yes, that's what AI Chat is for.