Reporting and Intelligence

Overview

Reporting and Intelligence is your business intelligence suite inside Petboost. It brings together revenue, appointments, customers, team performance, service analytics, financial health, and geographic data into one place, then tells you what it all means and what to do about it.

Rather than simply showing you charts and numbers, Reporting and Intelligence generates insight cards: plain-language observations about your business data, complete with suggested actions. It's like having a data analyst on your team who's studied your numbers and is ready to brief you.

Accessing Reporting and Intelligence

Navigate to Reporting and Intelligence from the main sidebar. The page title displays as "Business Intelligence" alongside your business logo.

Quick Access Link

Reporting and Intelligence: https://business.petboost.com/reporting-and-intelligence

Note: Reporting and Intelligence is available on eligible subscription plans. If you don't see it in your sidebar, check your plan details.

What's Included

7 Analytics Tabs

Each tab provides a different lens on your business, and all load instantly from pre-computed data:

Tab	What It Covers
Overview	Revenue, appointments, completion rate, top performer, revenue trends, and service revenue breakdown
Appointments	Booking volumes, completion rates, status breakdown, day-of-week patterns, and a deep dive into individual appointment analytics
Customers	Active and new customer counts, average spend, pet counts, acquisition trends, and a deep dive into pet demographics
Team	Team member performance, revenue per member, utilisation rates, and individual performance comparisons
Services	Service performance, revenue by service, category breakdowns, and efficiency metrics
Financial	Total revenue, package revenue, transaction values, refunds, payment status, and revenue forecasting
Map	Geographic revenue mapping, customer distribution, team coverage, weekday patterns, and suburb boundary analysis

On-Demand Deep Dives

Three tabs contain deep dive analyses that you trigger manually. These fetch raw data and compute richer, more detailed analytics than the pre-computed summaries:

Appointments Deep Dive (inside the Appointments tab): Cross-dimensional analysis of self-service rates, add-on revenue, top clients, cancellation patterns, payment methods, and more
Pet Demographics Deep Dive (inside the Customers tab): Breed distribution, age analysis, multi-pet households, card-on-file coverage, and actionable pet-specific insights
Revenue Forecast Deep Dive (inside the Financial tab): Projects your revenue based on historical performance across 3 prior periods

The Map tab is also an on-demand analysis that geocodes customer addresses and plots them on an interactive map.

Intelligent Insight Cards

Every tab displays automatically generated insight cards: scrollable cards that highlight what's notable in your data. Each insight follows a pattern:

What's happening (the observation)
Why it matters (the implication)
What to do about it (the suggested action)

Insights cover timing and demand, pricing, customer behaviour, team efficiency, pet-specific patterns, self-service adoption, packages, geographic trends, and cancellation analysis. Learn more in Understanding Insight Cards.

Comparison and Forecasting

Compare your current period against up to 3 prior periods of equal length, and project performance up to 3 periods into the future. These overlays appear on trend charts and metric cards across all tabs. Learn more in Compare and Forecast.

Filters, Export, and Email

Team Member filter: Narrow all data to specific team members
Service filter: Narrow all data to specific services
CSV Export: Download analytics data for the active tab
Email Summary: Send a formatted analytics digest via email

Learn more in Filters and Controls.

How the Data Works

Reporting and Intelligence uses two data sources:

Pre-computed summaries: Your backend calculates analytics from raw appointment data. The Overview, Appointments, Customers, Team, Services, and Financial tabs all display this pre-computed data instantly. You can see when it was last updated in the toolbar (e.g., "Updated 2h ago").
On-demand analysis: Deep dives and the Map tab fetch raw records and compute analytics in real-time when you trigger them. This takes a moment but provides much richer, cross-dimensional analysis.

If you've recently made changes (completed appointments, processed payments, issued refunds), use the Recalculate button to refresh the pre-computed data for specific dates.