Insights organises everything around four ideas: Topics, Workbooks, Dashboards, and Tiles. Learn these once and any dashboard — pre-built or custom — is easy to navigate.
Topics
A Topic is the set of data fields available to a dashboard. There are three, each matching one of the pre-built dashboards:
Reservations — gross revenue, ADR, ALOS, occupancy and adjusted occupancy, rooms occupied, and lead time, broken down by property and audience.
Marketing — sends, opens, clicks, open rate, CTR, broadcast revenue, and subscriber and churn metrics, broken down by campaign, property, and channel type.
Inbox — ticket volumes, response and resolution times, operator performance, channel mix, and sentiment.
Every dashboard, pre-built or custom, sits on top of one Topic.
Workbooks and dashboards
Every dashboard sits inside a workbook, and each tab in a workbook is a dashboard.
This matters for the Insights Agent: open it from inside a workbook and it has the context of the dashboard you are viewing; open it from the main Agent screen and it does not. When iterating on a dashboard, use the in-workbook Agent.
Tiles
A tile is a single chart, metric, or table inside a dashboard. Common types include:
KPI tiles — a single bold number for at-a-glance metrics, often shown with the change versus your comparison period.
Charts — bar, line, heatmap, and donut visualisations for trends and breakdowns.
Tables — detailed breakdowns, for example by property, audience, campaign, operator, or channel.
AI summary tiles — a short written summary of the dashboard (see Reading the AI Summary tiles).
Additional tile types are available in the Custom Dashboard Builder.
Filters and date controls
Each dashboard has a filter bar across the top that controls every tile by default. Common controls include:
A date range (for example, Stay Date, Metrics Date, or Ticket Created Date) to set the period under review.
A Compare to control, on dashboards that support period comparison, which sets the comparison period behind the "vs last period" change shown on KPI tiles.
Dimension filters such as property, audience, campaign, operator, team, or channel — these vary by dashboard.
On some dashboards, a Convert to Currency control to display monetary figures in your chosen currency.
To have a single tile ignore a dashboard-level filter, remove the filter on that tile only. This is useful for context tiles — for example, a portfolio-wide total shown next to property-specific tiles.
Need help?
Contact us through the Talk to Us option on the left menu in the platform, or email support@bookboost.io.