Insights dashboard

The Insights dashboard gives you an overview of your booking activity. You can track how many events are created, completed, cancelled, or rescheduled over time, and review team performance metrics like ratings and no-show rates.

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Key metrics

The dashboard shows two groups of key performance indicators (KPIs):

• Events — total events, completed events, rescheduled events, and cancelled events.
• Performance — average rating, host no-show rate, guest no-show rate, and CSAT score.

Each metric includes a comparison to the previous period so you can spot changes at a glance.

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Date range filter

Use the date picker at the top right of the dashboard to control which time period you are viewing. You can choose from preset ranges or set a custom date range.

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Preset options

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Choosing a date target

Inside the date picker, you can also choose which date the filter applies to:

• Booking time — filters by when the booking is scheduled to happen (the event start time). This is the default.
• Created at — filters by when the booking was originally created.

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Viewing upcoming bookings

Select the Next 7 days preset to see a forward-looking view of your scheduled bookings. When a future date range is active, the dashboard adapts to show only the metrics that are relevant:

• The first KPI card changes from “Total events” to Events scheduled, which counts only confirmed bookings (excluding cancelled and rejected ones).
• The Events completed KPI is hidden since those events haven’t happened yet.
• The Performance section (ratings, no-shows, and CSAT) is hidden.
• The Event trends chart only shows Created, Rescheduled, and Cancelled lines — Completed, No-Show (Host), and No-Show (Guest) are removed.
• Tables for most/least completed members, no-show hosts, no-show guests, ratings, and recent feedback are hidden.
• The Most common cancellation reasons and Most common reschedule reasons tables are hidden.

This gives you a clean view focused on what’s coming up rather than past performance.

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Additional charts and tables

Below the KPI cards, the dashboard includes:

• Event trends — a line chart showing daily booking volumes broken down by status.
• Average event duration — how long your events typically last.
• No-show hosts over time and CSAT over time — trend charts for team performance.
• Popular events — your most frequently booked booking links.
• Most/least booked team members — see who has the highest and lowest booking volume.
• Most/least completed team members — track completion rates across your team.
• Cancellation and no-show tables — identify patterns in cancellations and missed meetings.
• Most common cancellation and reschedule reasons — see why bookings are being cancelled or moved. See Cancellation and reschedule reasons.
• Rating and feedback tables — review member ratings and recent feedback.

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Cancellation and reschedule reasons

Two tables show the reasons people give when they cancel or reschedule a booking:

• Most common cancellation reasons
• Most common reschedule reasons

Each table lists up to 10 reasons, with the number of bookings for each one. Reasons with the same wording are counted together, and bookings that were cancelled or rescheduled without a reason are left out. A reschedule reason is counted against the original booking, the one that was moved, so it falls in the same period and team as that booking. Hover over the info icon next to Most common reschedule reasons to see this explained in the app. Both tables follow the date range and the Team, Member, and Booking link filters you have selected. For organizations, this means you can compare reasons across the whole organization or narrow them down to one team or member.

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Filters

In addition to the date range, you can filter Insights by:

• Team — view data for a specific team or across the entire organization.
• Member — drill down to an individual team member.
• Booking link — focus on a specific booking link.
• Member attributes — for organizations, focus on bookings hosted by members with specific attribute values, such as a region or department.

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Filter by member attributes

If your organization uses attributes, each enabled attribute appears as a filter in Insights. This lets you compare booking activity across groups of people, for example bookings handled by the EMEA team versus the US team.

1. Click Filter at the top of the Insights page.
2. Choose an attribute, such as Department.
3. Select one or more values. Insights only counts bookings hosted by members who have at least one of the selected values.

You can combine attribute filters with the date range and the Team, Member and Booking link filters. Attributes that link people to each other, such as a manager attribute, aren’t available as filters. Use the Download button to export the current view as a CSV file.