Use Insights

Go to Insights

Choose the date range you want to review. Read the totals and trends for the Helm features you use, such as website activity, bookings, forms, customers, invoices, receipts, orders, and reviews.

Choose one question

Look for a useful decision: which page gets attention, which service or product creates action, which invoices need follow-up, or whether repeat customers are growing.

Make a change and check again

Update one page, offer, or follow-up, then review the same measure after enough new activity arrives. Small numbers can move sharply, so use them as a guide rather than a guarantee.

Set upGet the most out of Helm

Use Overview for daily work and Insights for a simple weekly review.

CustomersManage customer records

Create customer records, review their history, add useful notes, and choose the next follow-up.

Invoices and receiptsCreate invoices and receipts

Create and send an invoice, record payment, and check the customer receipt.