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Understanding Insight Cards

Insight cards sit in a carousel headed Intelligence, between the metric cards and the charts. How each insight is derived sits behind the question mark badge on the card. Counting rules for headline tiles (appointments versus completion, campaign links, history that is not un-counted) are in How we count.

See how an insight was worked out

Do this when a card surprises you, or before you act on one.

  1. Open Reporting & Intelligence and choose the tab you want, such as Overview.

  2. Under Intelligence, swipe or use the arrows to find the card.

  3. Point at the question mark badge in the card's corner for a one-line summary of the method and when the figures were last updated or fetched.

  4. Select the badge to open How is this calculated?.

  5. Read Based on, the numbered steps and What this means for you.

The explainer's footer shows Data last updated: for a card built from the nightly figures, or Fetched: for a card worked out when you opened it, and Covers:, the dates the insight looked at. Its colours match the card's tone.

Where insight cards appear

Insight cards appear on these tabs when there is enough data to say something:

  • Overview (up to 9 insights): demand gaps, concentration risk, weekend and weekday patterns, revenue consistency and more

  • Day View and Week View: short insights about the day or the week, without the question mark badge

  • Appointments (up to 8 insights): booking trends, momentum, cancellations, demand imbalance, requests awaiting confirmation, payment issues

  • Customers (1 insight): account creation pace, left out while a team or service filter is on

  • Team (up to 12 insights): revenue per hour, workload balance, utilisation, efficiency rankings, pacing, dependency risk

  • Services (up to 11 insights): service efficiency, trending services, pricing opportunities, category mix, retirement candidates

  • Financial (up to 8 insights): revenue health, payment success, package share, cash flow, refund rates, cancellation fees

  • Map, once loaded: geographic concentration, high-value suburbs, growth areas and more

  • Deep dives: each deep dive adds its own set of insight cards (see each tab's guide)

If a tab does not have enough data for a meaningful insight, no cards appear. Insight cards state only figures the business produced. Where a card shows an estimate, such as a declined payment valued at your average appointment value, it says what it assumes. Revenue Calendar, Packages, Memberships and Marketing Ideas have none.

Reading an insight card

Each card has up to five parts.

1. Headline

The main observation, always present, in bold. Key values (amounts, percentages, numbers and day names) are highlighted for quick scanning. Examples:

  • "Account creation is accelerating: 25% more in the second half of this period. Averaging 1.2 accounts created/day."

  • "Team utilisation: 55% average. Ayla is at 81%, Jonah is at 29%. You could book 12 more service lines for Jonah without adding hours."

2. Detail

Context on why this matters and what to do about it, in smaller text under the headline. Not every card has it. For example: "Below 60% average utilisation suggests room to grow revenue without hiring. Focus on filling existing team capacity first."

3. Action buttons

Some cards carry up to 2 buttons that take you somewhere relevant or start an action:

Action

What it does

View and a name

Opens that team member or service

View Services

Opens your services

View Team

Opens Team Members

Run Deep Dive

Scrolls to the Appointments Deep Dive and opens it

Create Special Service

Opens Fill Your Quiet Days, a 6-step plan for a promotional service (see below)

View and a group

Opens a list of the pets, customers or appointments behind the insight, such as View Top Clients or View No-Shows

Manage Payments

On Financial, opens Outstanding Payments for declined and overdue payments. On Appointments, opens the Appointments Deep Dive

Manage Packages

Goes to your packages

Drill Down

Opens a detailed table behind a Map insight

4. Period comparison bars

With Look Back or Look Ahead on in Compare & Forecast, the revenue insight on the Overview tab adds bars under its text:

  • Prev. avg: a light grey bar for the average of your earlier periods, with how many there are

  • Current: a dark bar for the period you are viewing, with its length in days

  • Forecast: a striped bar with a dashed edge for the projected next period

Each bar shows its amount, and their lengths are in proportion, so you can see at a glance whether revenue is growing, falling or holding steady.

5. Calculation explainer

A card with a small question mark badge has a step-by-step breakdown behind it. Pointing at the badge shows a short summary of the method. Selecting it opens How is this calculated?:

  1. Based on: the figures the insight used, such as revenue, appointment counts or team member hours

  2. The steps of the calculation, numbered, with the values highlighted

  3. What this means for you: a plain-language conclusion for your business

  4. The footer: when the data was last updated or fetched, and the dates it covers

The explainer takes the card's colours: green for a positive insight, red for a negative one, and so on.

Colour tones

Each insight card has a colour that shows its nature:

Colour

Tone

Meaning

Green

Positive

Something is going well. Keep it up

Red

Negative

Something needs attention or action

Grey

Neutral

An observation without strong positive or negative valence

Amber

Warning

A potential risk or issue developing

Blue

Tip

A suggestion or opportunity to consider

The colour shows in the card's icon, its highlighted values and the calculation dialog.

Email the customers an insight finds

Some deep dive insights list the customers or pets behind them, and a mail icon beside a row opens a pre-written email to that customer.

  1. Open Reporting & Intelligence and choose Appointments.

  2. On the Appointments Deep Dive card, select Deep Dive.

  3. Select Run Appointments Analysis, check the dates, then select Crunch the Numbers.

  4. On an insight card, select its list button, such as View Top Clients or View No-Shows.

  5. Beside a customer, select the mail icon.

  6. Review the draft in your email app, edit it if you need to, and send it.

The list shows each entry's name, a line of context (breed, owner name, last visit and so on) and a badge such as an age, a count or an amount. Select a row to open that customer, pet or appointment.

Petboost does not send these emails for you. Each opens as a draft in your own email app, such as Gmail or Outlook, for you to review, edit and send.

Email templates

There are 11 email templates:

Template

When it appears

What it says

Cancellation Recovery

Cancelled appointments without rebooking

"We'd love to see [pet] again" with a rebooking prompt

Repeat Canceller

Clients with 2 or more cancellations

A gentle booking prompt with a reminder to give notice

VIP Thank You

Top-spending clients

A thank-you message acknowledging their loyalty

Senior Pet Care

Dogs, or pets with no animal type, aged 7 years or more

"Extra comfort for [pet]", about your gentle care for older pets

Puppy Welcome

Dogs, or pets with no animal type, under 1 year old

"Welcome, [pet]!", about your patient approach with young pups

Multi-Pet Offer

Households with more than one pet

"Booking for all your pets", offering to book them together

Card on File

Owners without a saved payment method

"Save time at checkout", encouraging a card on file

Rebook Reminder

Clients without a future booking

"Time to book [pet]'s next appointment"

No-Show Follow-Up

After missed appointments

"We missed [pet] today" with a rebooking prompt

Vaccination Expiry

Pets with a vaccination expiring within 30 days, or already expired

"Vaccination update needed for [pet]", asking for the new certificate

Draft Account

Accounts that never finished their first booking

"Your booking", with a prompt to complete it

Each email is addressed to the customer and personalised with their first name and their pets' names, in a friendly, professional tone.

Create Special Service guide

The Demand Imbalance insight appears on the Overview and Appointments tabs when some working days are regularly quieter than your busiest. Its Create Special Service action opens Fill Your Quiet Days, a 6-step plan built from your figures:

  1. Clone the service it names (on Overview, your most-booked service) and rename the copy, for example Tuesday Special for one quiet day or Quiet Day Special for several

  2. Set a lower price: give it a small discount, such as 10% to 15% off

  3. Schedule for your quiet days only, so the service only appears on them

  4. Limit spots: a capacity worked out from your unused slots, up to 5 a day

  5. Restrict to this service only, so regular-price bookings do not take the discounted slots

  6. Reduce the main service's capacity on those days to prevent overbooking, with an example calculation

The plan ends with a note on the outcome: a limited, lower-priced option that fills your quiet days without cutting into peak revenue.

The insight domains

Insight cards draw from nine business domains, each looking at your data through a different lens:

  1. Timing and demand: when demand happens and how to reshape it (dead zones, weekend patterns, popular time slots)

  2. Pricing and revenue: whether you're pricing correctly and making the most of each hour

  3. Customer behaviour: retention patterns, acquisition rates, client value

  4. Team efficiency: per-person productivity, utilisation, workload balance

  5. Pet-specific: breed and age demographics, vaccination risks, multi-pet households

  6. Self-service adoption: online booking rates, time savings, digital payment adoption

  7. Packages and upselling: add-on attachment, package revenue share, recurring booking value

  8. Geographic: revenue by location, customer distribution, suburb opportunities

  9. Cancellation: day patterns, repeat cancellers, cancellation fees against refunds

How insights stay accurate

Insights are built to avoid misleading suggestions:

  • Non-working days are left out: if your business is closed on Sundays, Sunday is never flagged as quiet. Only the days your team members and resources work count when looking for quiet days

  • Part-time workers are respected: team utilisation uses each member's working hours, so a part-timer with 20 appointments is not compared unfairly with a full-timer with 40

  • Suggestions name a step you can take, in Petboost or outside it

  • Thresholds prevent noise: an insight only appears when the data is significant enough. For example, comparisons between team members need at least 2 team members, service efficiency needs at least 2 services with duration data, and trend analysis needs enough data points

Scrolling through cards

On a phone and on a computer, insight cards sit in a horizontal carousel. Swipe or scroll to see more, or use the arrows beside Intelligence when there are two or more cards. A fade at the edge shows there are more cards beyond it.

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