Business Intelligence
Understand your performance, switch data sources, and monitor key KPIs.
What this does
Business Intelligence brings your key metrics into one dashboard so you can:
- Track revenue, bookings, retention, and staff performance
- Review marketing email results alongside website insights
- Switch between Internal, EMR, and Demo data
- See how current data compares across different time ranges
Where to find it
Open Business Intelligence from your website workspace.
If your account has access, you can also open it from Settings. Use the settings search field and look for Business Intelligence or related terms like analytics, reports, traffic, conversions, revenue, and metrics.
What’s inside
- Overview: High‑level KPIs, separate revenue totals by currency, and trend charts
- Revenue: Currency-specific totals, trends, and breakdowns by staff member and income type
- Staff: Patients, retention, LTV, and revenue per visit/hour
- Bookings: Booking volume, cancellations, and no‑shows
- Marketing: Email performance metrics
- Website & SEO: Traffic, top referral sources, pages, and search insights
Read measured report values
Website reporting shows Visitors and
Pageviews as separate series. Longer ranges switch to monthly labels, while Google Search charts identify their reporting dates as Pacific time. If a source cannot provide a value, the dashboard leaves it unavailable instead of replacing it with an estimate or a zero.
Booking reports use Booking Frequency and
Repeat Booking Rate for activity inside the selected period. Internal reports exclude cancellations and no-shows from those measures; an imported EMR report states when its source includes them.
Work with more than one revenue currency
Business Intelligence never combines different currencies into one total.
- Overview lists each recorded currency separately.
- Revenue and Staff use the selected revenue currency while keeping nonfinancial booking and website counts unfiltered.
- A currency with no earlier revenue says No prior-period revenue instead of showing a misleading growth percentage.
- Use Export all currency totals from Overview, or Export revenue totals from Revenue or Staff, to download a summary CSV for the current range.
When you open Agent Bee from the dashboard, the current date range, data source, and selected currency stay available for report questions while Business Intelligence remains open.
Understand empty sections
Revenue, visits, and staff activity can stay at zero when that work is recorded in an EMR or another system. Business Intelligence explains this in the empty section and links you directly to the Marketing, Website traffic, and Google Search views that can still have data.
Import an EMR export when you want those outside records included. See
CSV Integrations for supported CSV workflows and Data Options for data source settings.
Review referral sources
Open Website & SEO to see the external sites that sent visitors to your website during the selected period.
- Top Referral Sources lists up to five sources with visitor counts.
- The card follows the dashboard date range for periods up to 90 days.
- If website analytics is not connected, the card explains what is missing instead of showing sample traffic.
- A period with no recorded referrals stays separate from a temporary analytics service problem, so you know whether to change the date range or try again.
Compare pages
The Top Pages card in Website & SEO is a table with one row per page: views, visitors, visits, and bounce rate for the selected date range.
- Select a column heading to sort by it. The default order is most viewed first.
- The card opens with the five most viewed pages. Select Show all to see every page with traffic (up to 50), and type part of a path to filter the list.
- The arrow beside a path opens the live page in a new tab.
- Select the chevron at the start of a row to see where that page's visitors came from: up to ten referral sources with visitor counts. This is fetched for one page at a time when you expand it, and follows the same 90-day limit as Top Referral Sources.
- Reporting dates are in UTC.
Bee can answer the same questions in chat, for example "how many visitors did /pricing get last month and where did they come from".
Google Search alert settings stay collapsed until you select them, keeping the report and current alerts in view. Open Alert settings when you need to change thresholds, mute an alert type, or restore the defaults.
Related guides
Related Help Docs
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