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Geographic Intelligence (Map Tab)

Geographic Intelligence

The Map tab is an on-demand analysis: it plots the suburbs on your customers' addresses on an interactive map. It counts completed and paid appointments only (completed, ready to pay, paid, payment declined and refunded visits), by the day each visit starts, so cancelled, declined and booked-ahead visits never add to a suburb's revenue. It keeps its own date range, so Compare & Forecast periods and team member or service filters at the top of the page do not apply to it. It follows the location switch and the GST toggle: with all locations on, it combines them and counts a customer of two locations once, at the suburb on this location's record. Excl. GST divides each amount by 1.1, so those figures are approximate.

Run the geographic analysis

Do this to see where your revenue and customers are, and which areas are busy on which days.

  1. Open Reporting & Intelligence and choose Map.

  2. Select Run Geographic Analysis.

  3. Check the Start date and End date, then select Crunch the Numbers.

  4. Under Geographic View, choose Revenue, Customers, Team, Weekday or Boundaries.

The dates start from the page's date range. While it works, the tab shows Fetching Location Data. When Compare & Forecast periods are on, a banner above the analysis says the map uses its own date range.

Customer addresses

Geographic Intelligence needs customer address data: the suburb on the customer's account, or on the account's main customer profile where the account has none. Each suburb has its own map position, and two suburbs with the same name in different states stay apart. All of a customer's visits count at their suburb today, so a customer who moved shows at their new suburb only.

Appointments for customers with no suburb, or a suburb with no map position, are not on the map. They are not dropped silently: the Mapped Revenue card adds a Not on the map line with their count and revenue. With no completed or paid appointments in the range, the tab says so. When there are some but none can be placed, it says so and asks you to check that your customers have a suburb in their profiles.

Key metrics

Once loaded, four metric cards appear:

Metric

What it shows

Suburbs Serviced

Number of suburbs mapped, with the number of customers mapped

Mapped Revenue

Revenue from completed and paid appointments placed on the map, with their count, and a Not on the map line when some could not be placed

Top Suburb

The suburb generating the most revenue, with its revenue

Customers

Total customers mapped, with the average per suburb

Map modes

The map has five modes under Geographic View. Each mode's button shows how many points it plots, and a legend above the map explains the colours. Select a bubble, dot or marker to see its details.

Revenue

A bubble sits on each suburb, sized by its total revenue. Lighter bubbles have a lower average appointment value and darker ones a higher one (Lower avg value, Higher avg value). Select a bubble for the suburb's revenue, appointments, customers, average value and top services.

Customers

A dot marks each customer, offset slightly so dots do not sit on top of each other; a customer lands in the same spot every time. Green means the customer visited in the last 90 days of the range and red means their latest visit was earlier. On a range of 90 days or less every dot is green. Select a dot for the customer's name, suburb, pets, appointments and total spend.

Team

A marker for each team member sits around your business address, showing their photo or their initial. If your business has no address with a map position, the markers sit around the centre of your mapped suburbs and the legend says so. Select a marker for their appointments and revenue: appointments are counted once each, and revenue is the service and add-on lines assigned to them, with each add-on credited to the team member it is assigned to.

Weekday

A bubble for each day of the week sits around each suburb, sized by appointment count and coloured by day, Mon to Sun. Select a bubble for the suburb, the day, appointments, revenue and the team members who worked there that day. Use it to find which suburbs are busiest on which days.

Boundaries

Suburb boundary polygons, where the mapping data has them, are shaded by revenue, darker for higher (Lower revenue, Higher revenue). A suburb is matched on its name and state, so a namesake in another state is never shaded. Suburbs with no state on file are left unshaded. Select a suburb for its revenue, appointments and customers.

Under Filter by day:, every day starts on. Select MON to SUN to turn a day off or back on, and at least one day stays on. For example, turn off every day except MON and TUE to see revenue for those two days.

Insight cards

Geographic Intelligence can generate these insight cards:

  • Geographic Concentration, when three or fewer suburbs bring in 80% of revenue, or Geographic Distribution when it is spread more widely: how much of your revenue your top suburbs bring in

  • High-Value Suburb: the suburb with the highest average appointment value but few appointments, with five more appointments at that average as an illustration, not a forecast

  • Growth Opportunity: the highest-earning suburb with fewer than half your average number of customers per suburb

  • Customer Distribution: the share of mapped customers who brought more than one pet in the range, the suburb with the most multi-pet households, and what multi-pet and single-pet households each spent and how often they came in

  • Outlier Suburbs: suburbs that each bring in less than 3% of revenue

  • Weekday Scatter: a suburb you visit on four or more different days of the week, where consolidating to two or three days could cut travel

  • Team Weekday Efficiency: a team member visiting one suburb on three or more different days of the week

  • Busiest Day (Geographic): your busiest and quietest days by appointments, for appointments placed on the map

Travel advice (the travel note on Outlier Suburbs, Weekday Scatter and Team Weekday Efficiency) appears only when at least half the appointments in the range were mobile visits, where your team goes to the pet.

Most insight cards include a Drill Down action that opens the table behind the finding, such as suburbs with their revenue, appointments and clients, or customers with their spend and appointments.

Revenue by Suburb

Below the map, Revenue by Suburb ranks your top 15 suburbs by revenue, showing:

  • Suburb name

  • Client count

  • Appointment count

  • Revenue, with a bar showing its share of mapped revenue

  • When you have more than 15 suburbs, a note with the total count

On a narrow screen the client and appointment counts are hidden.

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