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Creating custom tiles

How to build a tile inside a workbook, choose a visualisation, and save it to a dashboard.

A tile is a single chart, KPI, or table built from one query inside a workbook. Custom tiles let you build exactly the view your team needs.

How to build a tile, step by step

  1. Open a Topic in a workbook. From a workbook, choose a Topic (Guest Profiles, Marketing, Reservations, or Unified Inbox) — or start from an existing query tab. See Building a custom dashboard for how to get into a workbook.

  2. Add your fields. From the data panel on the left, click the dimensions you want to group by (for example, Property Name) and the metrics to measure (for example, from Revenue Metrics, Reservation Metrics, or Capacity Metrics). The result builds as you go. You can also run one of the sample queries on the Topic, or describe the tile to the inline Agent.

  3. Scope the tile. Set the period and any filters for this tile's query — for example, Stay Date "in the past 30 days." These apply to this tile only. To filter every tile on a dashboard at once, use dashboard-level filters instead — see Filters in custom dashboards.

  4. Choose how it displays. Use the Results / Chart / Both toggle, then open Options to pick the visualisation in the chart selector — bar, line, table, number (KPI), map, pie, and more. Leave Auto-charting on to let Insights pick a sensible default, or set the X-axis, axes, colour, and legend yourself.

  5. Save it as a tile. Save the query to a dashboard with "+ Dashboard" (see Saving Insights Agent answers as dashboard tiles). Once saved, it's available to add to other dashboards too.

The KPI tile

The KPI tile (the number option in the chart selector) is a single bold figure for at-a-glance metrics. Most weekly review dashboards lead with three or four KPI tiles across the top.

Reusing a tile

The same tile can sit on multiple dashboards. Update it once and it updates everywhere it appears.

Best practice

  • Name tiles clearly. "Q1 attributed revenue by channel" beats "Revenue chart 2."

  • One metric per tile. A multi-metric tile usually means the question isn't sharp enough yet.

  • Match the type to the job. Use a KPI tile for headline numbers at the top of a dashboard, and a chart tile for trends.

Need help?

Contact us through the Talk to Us option on the left menu in the platform, or email support@bookboost.io.

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