Analytics & AI Insights
Updated
Overview
The Analytics dashboard is a Pro feature. It gives you a data-driven view of your client relationships — how your client base is growing, how well you’re following up, and where your attention should be focused.
Click the chart icon in the main toolbar to open it (800×600 minimum window size).
Timeframe
A segmented control at the top lets you switch between:
- Weekly — data broken into the last 12 weeks
- Monthly — data broken into the last 6 months
All charts update when you change the timeframe.
Metrics Cards
Three headline numbers sit at the top of the dashboard:
| Card | What it shows |
|---|---|
| Total Clients | Your total client count, with a month-over-month growth percentage |
| New This Month | How many clients were added in the last 30 days |
| Completion Rate | Percentage of follow-ups marked as completed |
Charts
Growth Trend
A line and area chart showing how your client count has changed over time.
- Weekly view: Last 12 weeks, labelled Week 1 through Week 12
- Monthly view: Last 6 months, labelled by month abbreviation
The line uses a blue-to-purple gradient, with a semi-transparent fill underneath. Use this chart to spot growth spurts, quiet periods, or a plateau that might indicate it’s time to find new leads.
Client Status Distribution
A donut chart showing how your clients are split across the three statuses:
- 🟠 Waiting for Money
- 🔵 Waiting for Feedback
- ⚫ Other
A legend beside the chart shows the name and count for each segment. A large proportion in the waiting states is a signal that you may need to be more proactive about chasing responses.
Follow-up Performance
A bar chart with three categories:
- 🟢 Completed — follow-ups you’ve marked done
- 🔵 Pending — follow-ups still in the future
- 🔴 Overdue — follow-ups whose reminder date has passed and aren’t completed
A high overdue bar relative to completed suggests follow-ups are being created but not acted on.
AI Insights (Apple Intelligence)
Below the charts, Micro-CRM generates a CRM Health Summary and a set of Insight Cards powered by Apple Intelligence.
How It Works
On devices running macOS 15.1+ with Apple Silicon, Micro-CRM uses Apple’s on-device language models to analyse your metrics and generate personalised, plain-language insights. All processing happens on your Mac — no data leaves the device.
On older hardware, a rule-based engine generates insights automatically based on the same metrics.
Insight Cards
Each card has a title, description, and priority level:
| Priority | Colour | Example |
|---|---|---|
| High | 🔴 Red | ”You have 4 overdue follow-ups” |
| Medium | 🟠 Orange | ”Your follow-up completion rate is below 50%“ |
| Low | 🔵 Blue | ”Strong growth — 3 new clients this week” |
The rule-based engine also detects:
- More than a third of clients waiting for payment (high priority alert)
- Month-over-month growth above 20% (positive signal)
- Month-over-month client decline above 10% (medium priority)
- Follow-up completion rate above 80% (positive reinforcement)
CRM Health Summary
A purple card below the insight list shows a generated text summary of your overall CRM health — written in plain language, covering your growth trend, follow-up habits, and any areas that need attention.
Upgrading to Pro
If you’re on the free plan, opening Analytics shows an upgrade prompt. Tap Upgrade to Pro to unlock the full dashboard, or see Getting Started for the full Free vs. Pro comparison.