Bookboost Insights
The analytics product: dashboards and topics, the Insights Agent, custom reporting and exports, and how the numbers are attributed.
Overview & Access
What Bookboost Insights is, who it is for, how access works, and how to switch it on for your account. Start here if you are new to Insights.
- Pricing and billing for InsightsHow Insights is priced, the three cost components, and worked examples in four currencies.
- Seats and access: Creator vs ViewerThe two Insights seat types, what each can do, and how to add seats.
- Turning on Insights for your accountThe four steps to get Insights enabled on your account and what you can do on day one.
- What is Bookboost Insights?What Bookboost Insights is, what's included, who it's for, and how to get access.
Using the Dashboards
The three pre-built dashboards and how to read each one, plus the AI Summary tiles that appear on the Marketing and Unified Inbox dashboards.
- Dashboard basics: Topics, Workbooks, and TilesThe four building blocks of every Insights dashboard: Topics, Workbooks, Dashboards, and Tiles.
- Reading the AI Summary tilesWhat AI Summary tiles show, their row-limit caveat, and how to steer them with a context prompt.
- The Marketing DashboardWhat the Marketing Dashboard shows, how to filter it, and how to read the attributed revenue number.
- The Reservations DashboardWhat the Reservations Dashboard shows, how to filter it, and what each tile means.
- The Unified Inbox DashboardWhat the Unified Inbox Dashboard shows, how to filter it, and how to use it for daily, weekly, and monthly reviews.
The Insights Agent
The Insights Agent is the natural-language analytics tool inside Bookboost Insights. These articles cover what it does, how to prompt it, and how to save what it produces.
- Reservation and guest fields available in Bookboost InsightsThe reservation and guest fields you can analyse in the Reservations and Guests topics, which are not available, and how common terms like market segment and source map to fields.
- Getting started with the Insights AgentWhat the Insights Agent is, what you can ask it, and how it differs from the AI Agent in the Unified Inbox.
- Prompts to get you startedReady-to-use Insights Agent prompts for the Reservations, Marketing, and Inbox dashboards.
- Saving Insights Agent answers as dashboard tilesHow to turn a one-off Insights Agent answer into a tile on a dashboard your team can return to.
- The progressive prompt methodHow to build up an Insights Agent conversation in layers to get accurate, meeting-ready numbers.
Custom Reporting & Exports
Build dashboards and tiles tailored to your group, and every way to get data out of Insights — Email, SFTP, Webhooks, manual export, and Alerts. Custom dashboards and tiles are Creator Seats only.
- Building a custom dashboardHow to build a custom dashboard in Insights from scratch, step by step.
- Creating custom tilesHow to build a tile inside a workbook, choose a visualisation, and save it to a dashboard.
- Filters in custom dashboardsHow dashboard-level filters work, how to control which tiles they apply to, and filter best practice.
- Getting your data out: Email, SFTP, Webhooks, and AlertsEvery way to get data out of Insights — scheduled delivery, alerts, and on-demand export.
Methodology, Attribution & Data
How attribution works inside Insights, how to read the broadcast revenue number, why Insights and PMS figures may differ, and where the underlying data comes from.
- Guest and loyalty data in Bookboost InsightsExplore guest profiles, addresses, consent, and loyalty in the Guests topic, or slice reservations by guest country, loyalty status, and programme.
- Master Profiles in Bookboost InsightsBookboost Insights aggregates guest data at the Master Profile level, so reports and dashboards show one deduplicated view per guest instead of counting duplicate profiles separately.
- Broadcast revenue: how the number is calculated todayWhat the attributed revenue figure on the Marketing Dashboard represents, why summing it overstates true influenced revenue, and how to use it correctly.
- How revenue attribution works in InsightsHow Insights links a marketing broadcast to a booking, how to set the attribution window, and what the model does not yet handle.
- Where Insights data comes fromWhat feeds Insights, how the data is stored, and how to connect it to external BI tools.
- Why Insights numbers may differ from your PMSThe confirmed reasons Insights and PMS figures can differ, and when to escalate.
Troubleshooting & Support
How to get help with Insights, how to request new metrics or data, and what Insights does not do today.
- Current limitations of Bookboost InsightsA complete list of current Insights limitations across access, reservations, marketing attribution, data delivery, and the AI Agent.
- Getting support for InsightsThe two support channels for Insights, which to use when, and what to include in a bug report.
- Requesting new metrics, data, or schema changesThe three routes for getting more out of Insights when it doesn't show what you need today.