Insights

Overview

Insights provides deeper analytics than Profit and Loss, with a focus on business performance trends, lead pipeline health, and operational metrics.

Pro Required: Insights required an active Apex Lucis Pro subscription. Without Pro, the Insights screen shows a paywall.

iPhone iPad/Mac

Accessing Insights

Business tab → Insights

Insights Sections

Overview Key performance indicators (KPIs):

• Total bookings this period
• Conversion rate (leads to bookings)
• Average booking value
• Client retention rate

Business

• Revenue trend over time
• Profit margin trend
• Top-performing clients by revenue
• Revenue by shoot type

Leads

• Lead pipeline summary (count by stage)
• Average time from enquiry to booking
• Conversion rate by source
• Leads requiring response (hot leads)

Planning

• Most frequently used locations
• Average shoot duration
• Crew utilisation
• Equipment hire frequency

Operations

• Invoice payment times (average days to payment)
• Overdue invoice count and value
• Expense ratio (expenses as % of revenue)
• Mileage claim totals