Overview
Insight cards are the intelligence layer of Reporting and Intelligence. They appear as a horizontally scrollable carousel on every tab, between the metric cards and the charts. Rather than showing you raw data, insight cards tell you what's notable, why it matters, and what you can do about it.
Where Insight Cards Appear
Insight cards appear on every tab that has data to analyse:
Overview (up to 9 insights): Revenue velocity, demand gaps, concentration risk, weekend vs. weekday patterns, revenue consistency, and more
Appointments (up to 9 insights): Booking trends, momentum, cancellation patterns, demand imbalance, payment issues
Customers (up to 5 insights): Retention, returning revenue share, multi-pet households, acquisition pace, growth rate
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 (when loaded): Geographic concentration, high-value suburbs, growth areas
Deep Dives: Each deep dive generates its own specialised set of insight cards (see individual tab guides for details)
If a tab doesn't have enough data to generate meaningful insights, no cards will appear.
Reading an Insight Card
Each card has up to five parts:
1. Headline Message
The main observation. This is always present and describes what the data shows in plain language. Key values (currencies, percentages, numbers, and day names) are automatically highlighted for quick scanning. Examples:
"You're averaging 1.2 new customers per day. At this rate, you'll add approximately 36 new customers this month."
"Team utilisation: 72% average. Sarah is at 91%, James is at 48%. You could book 8 more appointments for James without adding hours."
2. Detail Text
Additional context that explains why this matters and suggests what to do. Not all cards have detail text. When present, it appears below the headline in smaller text. Example:
"Below 60% average utilisation suggests room to grow revenue without hiring. Focus on filling existing team capacity first."
3. Action Buttons
Optional buttons (up to 2 per card) that take you somewhere relevant or trigger an action:
Action | What It Does |
View [Name] | Navigates to a team member, service, or customer profile |
Run Deep Dive | Scrolls to and opens the Appointments Deep Dive |
Create Special Service | Opens a guided 6-step plan for creating a promotional service (see below) |
View [Category] | Opens an entity list dialog showing specific pets, owners, or appointments |
Manage Payments | Opens the Outstanding Payments dialog for declined and overdue payments |
Manage Packages | Navigates to package settings |
View Team | Navigates to the Team Members page |
View Customers | Navigates to the Customers and Pets page |
Drill Down | Opens a detailed data table for geographic insights |
4. Period Comparison Bars
When comparison or forecast periods are active (via Compare and Forecast), some insight cards display horizontal bars at the bottom of the card:
Comparison periods: Shown as light grey segments, labelled with the period's date range and value
Current period: Shown as a dark segment with the current value
Forecast periods: Shown as a violet dashed-pattern segment with the projected value
The bars are proportional to each other, so you can see at a glance whether the metric is growing, declining, or holding steady across periods.
5. Calculation Explainer
Some insight cards display a small help icon (question mark badge) in the top-right corner. This indicates that a step-by-step calculation breakdown is available.
Hovering over the badge shows a tooltip summarising the calculation method.
Tapping the badge opens a detailed calculation dialog that explains exactly how the insight was derived from your data:
Context panel ("Based on"): Shows the specific data points and evidence used, such as revenue figures, appointment counts, or team member hours
Step-by-step breakdown: Numbered steps walking through the calculation, with highlighted values at each stage
Takeaway ("What this means for you"): A plain-language conclusion explaining the practical implication for your business
Data footer: When the data was last updated and the date range covered
The dialog is themed to match the insight's tone (green for positive insights, red for negative, and so on).
Colour Tones
Each insight card has a colour that indicates 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 is reflected in the card's icon, any highlighted values, and the calculation dialog theme.
Entity List Dialogs
When you tap an action like "View Senior Pets" or "View Top Clients", an entity list dialog opens. These show a scrollable list of relevant items (pets, clients, team members, or services) with:
Primary label: The entity name (pet name, client name, etc.)
Subtitle: Additional context (breed, owner name, last visit date, etc.)
Badge: A status or count indicator (e.g., "7 years", "3 cancellations", "$1,240")
Clickable rows: Tap a row to navigate directly to that entity's detail page
Mail icon: Where available, a mail icon opens a pre-written email template in your email client (see below)
Email Templates
Important: Petboost does not send these emails automatically. They open in your own email client (Gmail, Outlook, etc.) for you to review, edit, and send manually.
Some entity list dialogs include a mail icon next to individual items. Tapping this icon opens your email client with a pre-written, personalised draft that you can review, edit, and send.
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+ cancellations | Gentle booking prompt with a policy reminder |
VIP Thank You | Top-spending clients | A thank-you message acknowledging their loyalty |
Senior Pet Care | Pets aged 7+ years | "Extra comfort for [pet]" with senior service suggestions |
Puppy Welcome | Pets under 1 year old | "Welcome, [pet]!" with introductory package information |
Multi-Pet Offer | Households with multiple pets | "Booking for all your pets" with multi-pet convenience |
Card on File | Owners without a saved payment method | "Save time at checkout" encouraging card storage |
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 rescheduling prompt |
Vaccination Expiry | Pets with vaccinations expiring within 30 days | "Vaccination update needed for [pet]" with an update prompt |
Draft Account | Incomplete first-time bookings | "Your booking" with a prompt to complete the first visit |
All emails use a professional, friendly tone and are personalised with pet and owner names. They open in your default email client so you can review the content before sending.
Create Special Service Guide
The demand imbalance insight (which appears on the Overview and Appointments tabs when consistently underbooked working days are detected) includes a "Create Special Service" action. Tapping it opens a guided 6-step dialog personalised with your business data:
Clone Service: Clone your top service and rename it to something promotional (e.g., "Tidy Tuesday")
Set Lower Price: Apply a 10-15% discount to make it attractive
Schedule for Quiet Days: Only make it available on your identified quiet days
Limit Capacity: Set a suggested capacity limit (calculated from your unused slots, capped at 5)
Lock Sessions: Restrict quiet-day slots to this service only so they don't fill with regular bookings
Reduce Main Service Capacity: Lower your main service's capacity on quiet days to prevent overbooking, with an example calculation
The dialog also shows a success note explaining the expected outcome: more bookings on your quiet days without cannibalising your peak-day revenue.
The Insight Domains
Insight cards draw from nine business domains, each looking at your data through a different lens:
Timing and Demand: When demand happens and how to reshape it (dead zones, weekend patterns, popular time slots)
Pricing and Revenue: Whether you're pricing correctly and maximising revenue per hour
Customer Behaviour: Retention patterns, acquisition rates, client value
Team Efficiency: Per-person productivity, utilisation, workload balance
Pet-Specific: Breed and age demographics, vaccination risks, multi-pet households
Self-Service Adoption: Online booking rates, time savings, digital payment adoption
Packages and Upselling: Add-on attachment, package revenue share, recurring booking value
Geographic: Revenue by location, customer distribution, suburb opportunities
Cancellation: Day patterns, repeat cancellers, fee effectiveness
How Insights Stay Accurate
Insights are designed to avoid misleading suggestions:
Non-working days are excluded: If your business is closed on Sundays, Sunday is never flagged as "underperforming". Only actual working days are considered when analysing quiet days
Part-time workers are respected: Team utilisation insights account for each member's configured working hours. A part-timer with 20 appointments is not compared unfairly to a full-timer with 40
Actions are realistic: Every suggested action maps to something you can actually do in Petboost or a concrete external step. No vague or impossible suggestions
Thresholds prevent noise: Insights only appear when the data is significant enough. For example, team insights require at least 2 team members, service efficiency requires at least 2 services with duration data, and trend analysis requires sufficient data points
Scrolling Through Cards
On both mobile and desktop, insight cards display in a horizontal carousel. Swipe or scroll horizontally to see more cards. Arrow buttons appear at the edges when multiple cards are available. Fade gradients at the edges indicate when more cards are available beyond the visible area.
Related Articles
Overview Tab: Overview insights and actions
Appointments Tab: Booking and cancellation insights
Customers Tab: Retention and acquisition insights
Team Tab: Team performance and utilisation insights
Services Tab: Service efficiency and pricing insights
Financial Tab: Revenue health and payment insights
Compare and Forecast: How period comparison bars work
