Reports & analytics
Cross-source insights
Insights memo synthesis.
4 min readinsights, synthesisUpdated 2026-05-25 · v2
Open in your workspace
Goes to /insights
Why use this
Open Cross-source insights when you want a synthesized memo across analytics, leads, calls, and revenue, not isolated dashboards.
Benefits:
- Get a synthesized memo across multiple data sources
- Stop stitching insights together in your head
- See patterns that one dashboard alone misses
- Brief the team with one narrative, not many charts
What this is
Cross-source insights is the synthesized memo that pulls signals from analytics, attribution, creative intel, AEO, competitors, benchmarks into one narrative.
Who can access it
Owner, admin, member, viewer, agency, founder.
What it does
- AI-written weekly memo.
- Cites every claim back to a source.
- Suggested next actions.
How to use it
- Open /insights.
- Read the latest memo.
- Click any citation to drill.
Rules and limits
- Memo regenerates weekly.