Business Insights is a mobile application that gives managers quick access to all the key performance data of the company and allows them to contact their employees without leaving the app.
How To Install The Business Insights App
Step 1. Go to the employee profile on the “Settings > Employees” page and check the “Access to “Business Insights” application” checkbox.
Please note that if this checkbox is not selected in the employee profile, the employee will not be able to access the mobile application.
Step 2. Below you will see buttons to download the application on the AppStore and Google Play.
Step 3. Click “Save”.
How Do I Sign In to the Business Insights App?
To log in to the mobile app, enter your Login and Password.
And click “Sign in”.
Or scan the QR code from the employee profile.
You can enable TouchID or FaceID for quick authorization.
Features of the Business Insights Mobile App
This section displays the executive's report for a particular day. You can select a date in the upper right corner: a day, week, month, or a custom period.
The report metrics:
“Created” displays the number of created orders.
“Works of” displays the total amount of jobs added.
“Closed” displays the number of closed orders, i.e. orders that were transferred to the “Closed successfully” and “Closed unsuccessfully” group status.
“Refunds” displays the total amount of returns to customers on orders and sales for the selected period.
“Revenue” displays the total amount of payments by orders and sales for the selected period.
“Profit” displays the total amount of profit on orders and sales for the selected period.
Each of the metrics is specified in detail, so let's take a closer look.
“Created orders”. Besides the number of created orders, you will see their total amount here (data is taken from the “Estimated Price” field).
“Completed works” displays the number of added works and their total amount. Below there is information about each specialist and each location if there is more than one.
“Closed orders”. Besides the number of closed orders, their total amount is displayed.
“Sold products” shows the number of items sold and the total amount.
“Cash flow” shows the total inflow and outflow of cash on orders and sales.
“Profit” shows the total amount of profit. Below you’ll see the profit by orders and by sales, as well as by each location if you have more than one.
Important: If you have multiple locations, there will be data for each location.
You can also swipe the report if you have a day, week, or month period selected.
In this section, you can see the current amount of money in each cashbox, as well as the total amount of money from all locations.
Note that company cashboxes are displayed in a separate block. You will find location cashboxes under the name of the associated location.
Here is a list of all active employees of the company.
The employee card displays:
First name and Last name;
Last login to the account;
IP address of the last login;
Button to call the employee (to the phone number from the employee profile);
Button to send an SMS (to the phone number from the employee profile).
You can change the design of the employee card in the next section “Settings”.
This tab displays customer reviews that were collected via Orderry. You will see the score with a comment, the location, the customer's name, and the order number for which the review was left. If you have questions about any review, click on the order number to open it in the web version of Orderry.
Reviews can be filtered by location and score.
Read more about how to set up the collection of such reviews in this article.
In the “Security” section, you can enable or disable the use of Touch ID / Face ID for logging into the application.
In the “Appearance” section, you can configure which data about the employee will be displayed on his/her card.
Below you can view the “About the app” information, change language, chat to support, or “Log out”.
Two-Factor Authentication for Logging into Orderry
If you have access to the application, you can enable two-factor authentication when trying to log in to your Orderry account via a browser.
To do this, you need to take a few simple steps:
Step 1. Install the Business Insights mobile app.
Step 2. Make sure that the app is allowed to send notifications. You can check this in your smartphone settings.
Step 3. In your browser, go to the “User Profile > Security” page, and click the “Activate” button.
You will then receive a push notification on your smartphone.
Step 4. Click the notification and confirm that two-factor authentication is activated in the app.
Done! Now when you log in to your Orderry account in your browser, you need to approve the action in the Business Insights mobile app.