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Reporting & Intelligence
Business intelligence, analytics, insights, and deep dives
22 guides
- Reporting and Intelligence OverviewReporting 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.Updated 26 September 2026
- Getting Started with Reporting and IntelligenceThis guide walks you through your first visit to Reporting and Intelligence, from navigating there to reading your first insight card and discovering the intelligence features built into your data.Updated 21 September 2026
- Overview TabThe Overview tab is your at-a-glance summary of business performance for the selected date range. It shows your most important metrics, revenue trends, service revenue breakdown, and insight cards calculated from your booking data.Updated 14 September 2026
- Day View TabDay View is your live lens on one calendar day in Reporting & Intelligence: the money collected, how it was paid, the appointment pipeline, revenue by service and the transaction summary.Updated 27 September 2026
- Week View TabThe Week View tab is one week at a time: what you have taken, what is still to come, which days carried the week, and what your team and your services did.Updated 21 September 2026
- Appointments TabThe Appointments tab analyses your booking volumes, completion rates, status breakdowns, and day-of-week patterns. It also contains the Appointments Deep Dive, which fetches raw appointment records for add-on sales, attach rates, and the appointments table.Updated 14 September 2026
- Customers TabThe Customers tab in Reporting & Intelligence tracks your customer base: who is active, who is new, how much they spend and how many pets they bring, with deep dives into your pets, your best and worst customers, and who is overdue.Updated 27 September 2026
- Team TabThe Team tab provides per-person performance analytics for your team. It shows who's busiest, who generates the most revenue per hour, and where utilisation could be improved.Updated 21 September 2026
- Services TabThe Services tab in Reporting & Intelligence analyses how each service performs: which earn the most, which are booked most often, how well they use time, and where pricing opportunities are.Updated 27 September 2026
- Financial TabThe Financial tab in Reporting & Intelligence shows revenue for the period you choose, broken down by source, with payment status, package revenue, refunds, the transaction summary and revenue forecasting.Updated 27 September 2026
- Packages TabThe Packages tab answers one question: how much prepaid credit do you still owe your customers? It lists every outstanding package balance, values it, and lets you export the lot.Updated 21 September 2026
- Memberships TabThe Memberships tab is the health check on your recurring revenue: how many members you have, what they are worth each month, who is drifting, and who has stopped paying.Updated 21 September 2026
- Marketing TabThe Marketing tab shows where your clients come from, then reads your own customers, pets and booking history and turns them into campaign ideas and drafted emails with the recipient list already worked out. Inside the tab it is titled Marketing Ideas.Updated 25 September 2026
- Geographic Intelligence (Map Tab)The Map tab provides geographic analysis of your business. It maps revenue by suburb, visualises customer distribution, shows team coverage, and reveals weekday demand patterns across locations. This is an on-demand analysis that geocodes your customer addresses and plots them on an interactive map.Updated 21 September 2026
- Capacity Utilisation (Team & Financial tabs)Capacity Utilisation is an on-demand panel inside the Team and Financial tabs in Reporting & Intelligence - it is not its own top-level tab. It shows how your team members' hours and your resources' time are being used, where the gaps are, and what they're costing you in revenue. It unifies team ...Updated 21 September 2026
- Understanding Insight CardsHow each insight is derived sits behind the help icon on the card. Counting rules for headline tiles (appointments versus completion, campaign links, history that is not un-counted) are in How we count.Updated 13 September 2026
- Compare and ForecastCompare and Forecast lets you overlay historical comparison data and forward-looking projections onto your analytics. Compare your current performance against prior periods, and project what's likely to happen next, all visible directly on your trend charts and metric cards.Updated 21 September 2026
- Filters and controlsThe toolbar at the top of Reporting and Intelligence sets the date range, team and service filters, recalculation, CSV export and email summaries.Updated 7 September 2026
- Reporting and Intelligence FAQQ: How often is the analytics data updated? A: The backend pre-computes analytics data from your raw appointment records. You can see when it was last updated in the toolbar (e.g., "Updated 2h ago"). If you've made recent changes and need the latest numbers, use the Recalculate button to re-compu...Updated 7 September 2026
- How we countThe rules Reporting & Intelligence uses to count appointments, completion, add-ons, Revenue Calendar days, campaign bookings and revenue, so each tile reads the way it is meant.Updated 27 September 2026
- Revenue targetsA revenue target turns a number in your head into a progress bar on the screen. Set a daily, weekly or monthly figure and Petboost shows how far through it you are, on Reporting & Intelligence > Overview and on the Revenue Calendar tab.Updated 21 September 2026
- Team RecapTeam Recap writes a plain-English summary of a day, a week or a date range from your own appointment and revenue data, so you can paste it into your team chat without typing it out.Updated 21 September 2026