Weekly Insights gives you a clear picture of how your business performed each week. Instead of digging through transactions and reports yourself, you get a concise summary with the numbers that matter and specific actions to take.
#Why weekly insights matter
Running a business means juggling many things. Weekly Insights helps you:
- Stay informed in 30 seconds: Know if your week was good or bad without spreadsheets
- Catch problems early: Spot declining revenue or rising expenses before they become crises
- Know exactly who owes you money: See every overdue invoice with amounts and company names
- Understand your runway: Not just "3 months" but "until April 15"—a date you can plan around
- Get actionable next steps: Specific recommendations, not generic advice
#What you'll see each week
Your weekly insight includes several sections:
#Summary
A 2-3 sentence overview of your week covering:
- Profit, revenue, and expenses
- Your margin percentage
- How long your cash will last (with a specific date)
- Any outstanding receivables worth noting
Example:
"You earned $5,644 profit on $7,500 revenue this week, with a margin of 75.3% and expenses at $1,855, giving you a runway lasting until February 24. Note that $22,500 remains overdue from three clients."
#Key Metrics
The four most important numbers for your week, automatically selected based on what changed and what matters most:
| Metric | What it tells you |
|---|---|
| Profit | What you kept after expenses |
| Revenue | What came in |
| Expenses | What went out |
| Profit Margin | How efficiently you turn revenue into profit |
| Cash Flow | Net money movement |
| Runway | How long your cash lasts |
Each metric shows:
- The current value
- Change from last week (percentage and direction)
#Recommended Actions
A prioritized list of 3-5 things to focus on. Actions are ordered by importance:
- Overdue invoices first: Collecting money you're already owed
- Expense concerns: Unusual spending spikes to investigate
- Business health: Diversification, unbilled work, or other strategic items
Example actions:
- Collect $7,500 from Acme Corp
- Review Travel expenses ($2,500, +100%)
- Diversify—100% revenue from one customer
#Highlight Story
A brief narrative about the most notable aspect of your week:
- Milestones: "Best profit week since October"
- Streaks: "Third consecutive profitable week"
- Recoveries: "Back in profit after two down weeks"
- Payment wins: "All invoices paid on time for 5 weeks"
#Understanding your runway date
One of the most useful parts of Weekly Insights is seeing exactly when your cash runs out—not just "3 months" but a specific date like "March 15, 2026."
This helps you:
- Set real deadlines: "I need to close a deal by March 1"
- Plan fundraising: Know exactly when conversations need to conclude
- Prioritize collections: See how collecting one invoice extends your date
The date updates each week based on your current cash and spending rate.
#Trends and patterns
Weekly Insights tracks patterns across multiple weeks:
#Streaks
When something happens consistently, you'll see it called out:
| Streak | When it appears |
|---|---|
| Profitable weeks | 3+ consecutive weeks with positive profit |
| Revenue growth | 3+ consecutive weeks of increasing revenue |
| Revenue decline | 2+ consecutive weeks of declining revenue (early warning) |
| Invoices paid on time | 3+ weeks where all invoices were paid on time |
Revenue decline is highlighted after just 2 weeks because catching this early matters.
#Year-over-year comparison
When you have enough historical data, you'll see how this week compares to the same week last year:
"Revenue up 35% vs last year"
This helps you understand if changes are seasonal or represent real growth.
#Quarter pace
Midway through a quarter, you'll see projections:
"On pace for $450,000 this Q1—18% ahead of Q1 last year"
This helps you gauge progress toward quarterly goals.
#Payment alerts
If a customer who normally pays quickly is unusually late, you'll see a flag:
"Acme Corp: $7,500 overdue—unusual delay, they typically pay in 5 days"
This helps you prioritize follow-ups. A normally reliable customer being late might indicate a problem worth a phone call, while a habitually slow payer being a few days late is less concerning.
#Different week types
Weekly Insights adapts its tone and focus based on how your week went:
| Week Type | What you'll see |
|---|---|
| Great week | Celebration of wins, forward-looking suggestions |
| Good week | Balanced overview, areas for improvement |
| Quiet week | Reassurance that slow weeks are normal, focus on existing receivables |
| Challenging week | Honest assessment, emphasis on runway, prioritized recovery actions |
For quiet weeks with no activity, you won't see misleading "down 100% from last week" language. Instead, the summary acknowledges it was slow and focuses on what you can control (like collecting receivables).
#Listen instead of read
Your weekly insight is also available as a short audio summary you can listen to instead of reading. This is useful when you:
- Want a quick update while commuting or exercising
- Prefer hands-free consumption of information
- Are checking in from your phone
The audio summary covers the same key points—profit, runway, overdue invoices, and recommended actions—in a natural, conversational tone. Just tap play on the audio player in your insight.
#When insights are generated
New insights are generated weekly, typically Sunday evening or Monday morning. You'll receive:
- A notification in Midday
- An email summary (if enabled in notification settings)
- An audio version you can play anytime
#Getting the most from insights
#Keep your data current
The better your data, the better your insights:
- Connect all business accounts: Missing accounts mean incomplete picture
- Categorize transactions: Helps identify expense patterns
- Mark invoices as paid: Keeps receivables accurate
- Update invoice status: Cancel invoices that won't be collected
#Review weekly
Spend 2 minutes each Monday:
- Read the summary—any surprises?
- Check the key metrics—anything unusual?
- Review actions—can you tackle the top one today?
#Act on recommendations
The actions aren't generic advice—they're specific to your business this week. Following up on an overdue invoice often takes just one email.
#First week insights
Your first insight won't have comparison data, so you'll see:
- Current metrics without percentage changes
- "This period" instead of "vs last week"
- A welcome message explaining what to expect
After a few weeks, you'll start seeing trends, comparisons, and pattern detection.
#Multi-currency support
If you operate in multiple currencies:
- All metrics are shown in your base currency
- Invoice amounts appear in their original currency
- Exchange rates are current as of insight generation
Set your base currency in Settings.
#Privacy and data
Your insights are generated using AI, but:
- Data never leaves Midday's secure infrastructure
- No third parties see your financial details
- Insights are only visible to your team members
#Related features
- Understanding metrics: Learn how each number is calculated
- Check your runway: Deep dive into runway calculations
- Revenue forecast: See projected future revenue
- Notification settings: Control how you receive insights