calendarJuly 19, 2022

Insights

View valuable analytics in the insights section of your guide profile, which can help you stay organized and determine future business decisions like which rate cards to switch out. 

Getting to Insights on Web

Log in to your guide profile and click ‘Insights’ in the left-most navigation menu. You can also press the hover-down bar to view either of the insights dashboards first, Total Gross Sales or Net sales by Rate Card.

Getting to Insights on Mobile

Open your Guidesly Pro app and click ‘Insights’ in the footer. Toggle between insights pages with the blue arrows at the top of the page.

Total Gross Sales 

Your total gross sales dashboard helps you better understand your sales by quarter or year. Adjust the view at the top if needed. You can also export this data into a CSV file, which is great for record keeping. 

Here are some important areas of the page:

  • Deposits, including Guidesly take versus your take
  • Total gross sales overall, including what's completed and what's upcoming
  • What payment method is most popular for your bookings
  • Which rate cards are most popular to book
  • Total net sales
  • Which month has been most profitable
  • Cancelled trips
  • Total sales, tips, and revenue

Net Sales by Rate Card

Your net sales by rate card dashboard is essential to understanding which trips are most profitable and when. 

  • View your most booked rate card and how many trips have been booked for each
  • Total sales, tips, and payment method
  • Which rate cards were booked in which month and the net sales for each
  • Completed guide revenue

-Insights Updates-

July 2022

  • Analytics design improvements for ease of use
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