Display Actionable Insights in Role Centers | Microsoft Docs

The Essential Business Insights extension finds interesting business facts in your company data and displays them as newspaper-like headlines in Role Centers. Depending on what the extension finds in the data, the insights are from the last week, month, or three months from the current date. The insights update every 10 minutes.

If you want to take a closer look at an insight, you can choose it to go to its source. For example, if you want details about the largest sales invoice that was posted last week, you can choose the insight to display the invoice.

The following table describes the insights that this extension provides for each Role Center.

Role Center	Questions the Insights Answer
Default	Displays a greeting, and link to product information.
Business Manager	What was the most popular item last week, month, or last three months, and how many did we sell? What was the largest sale order last week, month, or last three months? Who, or what, was the busiest resource, and what were the bookings? Have sales gone up in the last week, month, or three months, compared to the same period last year? What was the biggest sales invoice we posted last week, month, or last three months, and to which customer did we send the bill?
Accountant	What was the largest sales order and posted invoice last week, month, or last three months? Have sales gone up in the last week, month, or three months, compared to the same period last year?
Order Processor	What was the largest sale order and posted invoice last week, month, or last three months?
Relationship Manager	What was the largest invoiced amount, and to which customer did we send the bill?
Team Member	Displays a greeting, and link to product information.
Project Manager	Displays a greeting, and link to product information.
Administrator	Displays a greeting, and link to product information.

Display Actionable Insights in Role Centers | Microsoft Docs

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