Settings
Your business details and how you want recommendations to reach you.
Business details
Recommendation preferences
Inventory settings
Days without a sale before a product is flagged as slow moving.
Flag a product when the stock on hand would cover more than this many days of sales.
How many days of sales a suggested reorder should cover.
Used when a product has no lead time of its own.
Flag products earning less than this gross margin.
Used when showing money in this hub.
Inquiry & Follow-Up settings
How quickly you aim to answer a new inquiry.
Days an unanswered inquiry can sit before it is flagged.
How long to wait for their reply before a nudge is suggested.
The gap used when a follow-up date is suggested.
Estimated value at or above this counts as high value.
For example: Mon–Fri, 9:00am–5:00pm.
Used when a new inquiry is added.
Which inquiry recommendations you want to see
Clients, Projects & Bookings settings
Used to fill in the end time when you add a booking.
Suggested deposit when a new project needs one.
How long after the work you expect the balance.
How far ahead an approaching deadline is flagged.
Days past the due date before an unpaid balance is flagged.
The gap used when a client follow-up is suggested.
Filled in on new projects, bookings, tasks and deliverables.
Which recommendations you want to see
Turning one off only hides the suggestion. Your records are never changed either way.
Events & Customers settings
How far ahead an approaching application or registration deadline is flagged.
How close an event day must be before unfinished preparation is flagged.
Days after the event day before a missing outcome is flagged.
Used only to describe how an event performed against your own target.
Filled in on new events and event tasks.
Which event suggestions you want to see
Turning one off only hides the suggestion. Your records are never changed either way.