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: Revenue velocity, demand gaps, concentration risk, weekend vs. weekday patterns
Appointments: Booking trends, cancellation patterns, demand imbalance
Customers: Retention insights, revenue split, acquisition projections
Team: Revenue per hour, workload balance, utilisation, efficiency rankings
Services: Service efficiency, revenue concentration, category mix
Financial: Revenue health, payment success, package share, cancellation fees
Map (when loaded): Geographic concentration, high-value suburbs, growth areas
Deep Dives: Each deep dive generates its own set of specialised insight cards

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 three parts:

1. Headline Message

The main observation. This is always present and describes what the data shows in plain language. 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 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 dialog to create a promotional service based on the insight
View [Category]	Opens an entity list dialog showing specific pets or owners
Manage Payments	Opens the Outstanding Payments dialog
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

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 Nine 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, 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. Fade gradients at the edges indicate when more cards are available beyond the visible area.