Gati Insight
Don't Just Read Dashboards. Know What Needs Your Attention.
Gati Insight analyzes what's happening across your business and surfaces risks, actions and opportunities that deserve your attention.
Gati AI Insights
The dashboard problem
Numbers Tell You What Happened. Not Always What Deserves Attention.
A dashboard can show the numbers. Someone still has to look at them, compare them and decide what changed, what is going wrong, what needs action and where the opportunity is.
- 01Revenue
- 02Outstanding
- 03Pipeline
- 04Win rate
- 05Inquiries
- 06Conversions
What changed? What needs action? Is there an opportunity?
Data → Context → Attention
Gati Insight Adds the “So What?”
Dashboards show numbers. Gati Insight helps interpret what those numbers mean for the business.
Dashboard
- Revenue
- ₹8,60,220
- Outstanding
- ₹1,63,770
- Pipeline
- ₹7,80,775
- Win rate
- 18%
Gati Insight
Three types of insight
Know Whether It's a Risk, an Action or an Opportunity.
- 01
Risk
Shows when an important business signal is moving in the wrong direction.
Demonstrated example: Quotes sent dropped and win rate declined.
- 02
Action
Highlights something requiring attention.
Demonstrated example: Invoices are overdue and outstanding payment needs collection.
- 03
Opportunity
Surfaces something potentially worth acting on.
Demonstrated example: A top customer may be worth approaching for another quotation.
GatiDoc surfaces the insight. Your team decides whether to act.
Risk
See When the Sales Engine Starts Slowing.
Looking at individual records may not make the change obvious. When quotation activity drops and win rate falls, Gati Insight brings the change to your attention.
Quotes sent
This month vs last month
Win rate
Current vs previous period
Action
Know What Needs Attention Now.
When invoices are overdue, Gati Insight highlights the outstanding amount and the customers behind it. GatiDoc identifies the action — your team decides and makes the call.
- ₹62,400
ABC Industries
INV-1042 · 12 days overdue
- ₹48,120
Shree Engineering
INV-1047 · 8 days overdue
- ₹31,750
XYZ Trading
INV-1051 · 5 days overdue
- ₹21,500
Om Packaging
INV-1055 · 2 days overdue
Opportunity
Spot the Opportunity Hidden in Your Own Business.
Sometimes the next opportunity is already inside your existing customer base. Gati Insight brings that possibility to your attention — whether to act on it is your call.
Top customers
- 1
ABC Industries
Top customer · last quotation 5 weeks ago
- 2
Shree Engineering
Regular customer
- 3
XYZ Trading
Regular customer
How it works
From Business Activity to What Deserves Attention.
- 01
Observe
GatiDoc looks at the relevant business information available to Insight.
- 02
Compare
It identifies meaningful changes or conditions.
- 03
Interpret
The change is classified as a Risk, Action or Opportunity where appropriate.
- 04
Surface
The insight appears where you can see what deserves attention.
- 05
Decide
Your team decides what to do next.
Different from a dashboard
Your Dashboard Shows the Business. Gati Insight Helps You Read It.
₹1,63,770 outstanding
4 invoices are overdue. This needs collection attention.
18% win rate
Win rate declined compared with the previous period.
Customer activity
An existing high-value customer may deserve another conversation.
Illustrative examples with sample data.
Where Insight fits
You Don't Need to Know What Question to Ask First.
Gati Copilot
You have a question. You ask GatiDoc. GatiDoc answers.
Gati Insight
You don't need to know what question to ask first. GatiDoc surfaces something that deserves attention.
AI Follow-up
Focuses on the follow-up queue and tells salespeople which customer or deal needs follow-up attention.
Gati Insight
Looks at broader business signals and surfaces risks, actions and opportunities.
See What Matters Without Studying Every Number.
Business owner
Quickly see business signals that deserve attention.
Sales manager
Notice changes in quotation and pipeline activity.
Sales team
Understand where action may be needed.
Outcomes
Less Dashboard Watching. More Informed Action.
- 01
Surface important changes
- 02
Spot risks earlier
- 03
Know where attention is needed
- 04
See potential opportunities
- 05
Understand business movement faster
Part of one platform
Gati Insight works alongside the other GatiDoc teammates.
- Voice IntelligenceCreate the quotation.
- AI Follow-upKnow who needs follow-up.
- Gati CopilotAsk your business.
- Gati InsightKnow what changed and what deserves attention.
- Gati AI AdviceGet help with the next move.
FAQ
Gati Insight questions.
Stop Looking at Every Number. See What Needs Your Attention.
See how Gati Insight can help your team notice risks, actions and opportunities inside everyday business activity.