Reporting and Intelligence
Reporting & Intelligence brings revenue, appointments, customers, team performance, services, finances and geography into one place. Most tabs add insight cards: plain-language observations with the calculation behind them, and often a button that takes you where you can act on them. Deep dives go further and can draft emails to the customers they find.
Reporting & Intelligence never sends an email itself. An email template opens as a draft in your own email app, such as Gmail or Outlook, for you to review, edit and send. Reminders, confirmations and receipts go out through Petboost's automatic notifications.
For a first visit, step by step, see Getting started.
Open Reporting & Intelligence
Only the Owner Admin and Admin roles see Reporting & Intelligence in the sidebar, and only they can open the page.
Open Reporting & Intelligence. The page is headed Business Intelligence under your business name, and opens on Overview for this month so far.
Choose a tab. On a computer the tabs run across the top of the page. On a phone or tablet they sit in a ribbon at the bottom of the screen.
To look at another period, select the date range at the top of the page and choose a preset or your own dates.
If your plan does not include Reporting & Intelligence, the page opens with You're previewing Reporting & Intelligence. Select View Plans to see the plans that do.
What's included
Tabs
The tabs run in this order. Memberships only appears once your business has a membership plan. Day View and Week View keep their own dates and hide the date range, Compare & Forecast and Filter. Weekly Wrap keeps its own weeks.
Tab | What it covers | Insight cards |
Business Pulse and revenue targets, revenue, appointments, add-on attach rate, completion rate, retained customers, top performer, revenue trend, revenue by service, add-ons sold, revenue mix, Transaction Summary, top services and Team Recap | Up to 9 | |
One day's collected money (appointments, retail, packages, memberships), add-on attach rate, named extras, payment mix, pipeline and the Transaction Summary | Varies | |
One week's collected money, add-on attach rate, named extras, and the appointment pipeline with a day-by-day breakdown | Varies | |
Booking volumes, completion rates, status breakdown, day-of-week patterns, and the Appointments Deep Dive | Up to 9 | |
Customer visits, accounts created, average earned value, pet visits, acquisition trends, and the Pet Demographics, Customer Radar and Customer Performance deep dives | Up to 5 | |
Team member performance, revenue per member, utilisation rates, individual performance comparisons, and Capacity & Utilisation | Up to 12 | |
Service performance, revenue trend, category breakdown, pricing opportunities, efficiency metrics, and Service Client Analysis | Up to 11 | |
Revenue, package revenue, transaction values, refunds, payment status, the Transaction Summary, and the Revenue Forecast, Forward Forecast and Capacity & Utilisation deep dives | Up to 8 | |
Revenue by suburb, customer distribution, team coverage, weekday patterns and suburb boundaries on a map | Varies | |
Day-by-day revenue for the past and next 3 months: appointments plus sales, package purchases and membership charges, with a drill-down to each one | None | |
Active package types, outstanding balances, customer package usage, consumption rates and package value analysis | None | |
Active members, recurring revenue, members whose payment failed and paused members, and a member table you can export | None | |
Where clients come from, campaign ideas, ready-to-use email templates and a campaign URL builder, under the heading Marketing Ideas | None | |
The same weekly summary as the Friday email, one week at a time, with what you earned, self-service bookings, time saved and what is booked for next week. See Weekly Wrap | Varies |
Capacity & Utilisation is a deep dive on the Team and Financial tabs, not a tab of its own. See Capacity Utilisation.
Deep dives
Several tabs hold deep dives that you run yourself. Each opens full screen from a card near the foot of its tab, and Petboost works out more detailed figures for it than the daily summaries hold.
Appointments Deep Dive, on Appointments: self-service rates, add-on sales and attach rates by service, top clients, cancellation patterns, payment methods, 12 blindspot metrics (including rebook rate, no-shows, booking frequency and vaccination expiry), and the raw appointments table with CSV export
Pet Demographics Deep Dive, on Customers: breed distribution, ages, multi-pet households, card-on-file coverage, Instagram opportunity, draft account follow-up, and 8 pet-specific insights, several with email templates
Customer Radar, on Customers: sorts customers into best, problem and rollercoaster groups from their payment history, declines and no-shows
Customer Performance, on Customers: appointment cadence, spending patterns, service preferences and the customers overdue for their next visit
Service Client Analysis, on Services: which clients book a service, the days they come and where they live, with a list you can export
Revenue Forecast, on Financial: compares the current period with the average of the 3 prior periods of equal length, with a range band, the variance between forecast and actual, and what is already confirmed in your diary
Forward Forecast, on Financial: projects revenue 30, 60 or 90 days ahead from what is confirmed in your diary and what is expected to fill in, with confidence scores
Capacity & Utilisation, on Team and Financial: utilisation of team members and resources, idle hours, the revenue that idle time could earn, day-of-week patterns and utilisation over the next 30, 60 and 90 days
The Map tab is an on-demand analysis too: it plots the suburbs on your customers' addresses on a map with 5 modes, placing each suburb from Petboost's own suburb records rather than looking up addresses.
Insight cards
Most tabs show insight cards in a carousel headed Intelligence. Each card says what stands out in your figures, then what it means and what you could do about it, and many carry a button to act on it, such as View Services.
A card with a question mark badge in its corner opens How is this calculated?, with the figures it used, each step of the working, and What this means for you. When Compare & Forecast has periods on, the Overview's revenue insight adds bars that compare the periods.
Insights cover timing and demand, pricing, customer behaviour, team efficiency, pet-specific patterns, self-service adoption, packages, geographic trends and cancellations. Learn more in Understanding insight cards.
Email templates
In the deep dives, a card's button can open a list of the customers or pets it found, such as View Senior Pets or View Top Clients. A mail icon beside a row opens a personalised draft in your email app. There are 11 templates, covering cancellation recovery, a VIP thank-you, senior pet care, puppy welcome, multi-pet bookings, rebook reminders, no-show follow-up, vaccination expiry and more. See Understanding insight cards for the full list.
Compare and forecast
Compare & Forecast adds up to 3 earlier periods of the same length under Look Back, and projects up to 3 periods ahead under Look Ahead. They show as extra lines on the trend charts, and as vs. previous period (or vs. prev. avg) and Projected next on the Overview's key metrics. The forecast averages each day of the week and adjusts for the trend in your period. Select the Forecast badge on the Overview's Revenue Trend to see how it was worked out. Learn more in Compare and forecast.
Filters, reports and email
Filter narrows revenue, appointment volume, trend charts and rankings to the team members and services you choose
The download button saves the open tab as a CSV file, on Overview, Appointments, Customers, Team, Services and Financial. Under a filter, the Overview CSV drops Customer visits and Accounts created, and the file name ends in
-filteredThe printer button builds a PDF report of the open tab, on Overview, Appointments, Customers, Team, Services, Financial and Map
The mail button opens a plain-text summary in your email app, covering Overview, Appointments, Customers, Team, Services and Financial, and any comparison or forecast you have on
Learn more in Filters and controls.
How the data works
Reporting & Intelligence reads from two sources:
Daily summaries: Petboost works out each day's figures in the background, today's every hour and the previous seven days again each night. Overview, Appointments, Customers, Team, Services and Financial show them straight away. The refresh control at the top of the page says how old they are, such as Updated 2h ago.
On-demand analysis: the deep dives, and the Map, Revenue Calendar, Packages, Memberships and Marketing tabs, ask Petboost to work out their figures when you run them or open the tab. This takes a moment and goes into more detail.
If you have just completed appointments, taken payments or issued refunds, you can recalculate up to 7 days of summaries from the refresh control. Today can always be recalculated, and a day before today once its figures are at least 8 hours old. See Recalculate analytics.
Related articles
Getting started: a first visit, step by step
Understanding insight cards: how to read and act on insights, including calculation explainers and email templates
Compare and forecast: period comparison and projections
Filters and controls: date ranges, filters, export, recalculate
Capacity Utilisation (Team & Financial tabs): team and resource utilisation