Booking Insights
Track booking distribution, outcomes, and trends for Form Router traffic.
Form Router Booking Insights is a visual dashboard for bookings generated by Form Routers.
Use it to monitor booking outcomes and workload distribution.
Open Booking Insights
Open Form Routers from the left sidebar.
Click Booking Insights.
Recommended workflow
Run this flow weekly. It keeps analysis consistent.
Set your scope with filters.
Scan status KPI cards for volume and mix.
Review distribution across owners.
Enable period comparison to spot trend changes.
Click into bars to inspect booking lists.
KPI cards (booking status)
The dashboard shows one KPI card per booking status.
Scheduled
Upcoming meetings that haven’t happened yet
Completed
Meetings that took place as scheduled
Rescheduled
Meetings moved to a different time
Cancelled
Meetings cancelled before occurring
No show
Meetings where the guest didn’t attend
Each card shows the total count for the selected date range.
Booking distribution chart
The main chart is a stacked bar chart.
It shows how bookings are distributed across team members.
Understanding the chart
X-axis: team members (name or email).
Y-axis: number of bookings.
Segments: each color is a booking status.
Hover: tooltip shows the per-status breakdown.
Team members are sorted by total bookings (descending).
Reading the chart
Taller bars mean a team member receives more routed bookings.
Segment size shows status mix for that person.
Compare totals to validate workload balance.
Compare vs previous period
Toggle Compare vs Previous Period to see current vs prior performance.
Last 7 days compares to the 7 days before.
Last 30 days compares to the prior 30.
Side-by-side bars show current (solid) and previous (faded).
What changes when comparison is enabled
KPI cards show percentage deltas.
Previous totals appear below current totals.
Trend changes become obvious fast.
Set your scope (filters)
Filters control everything on the page.
Booking owner: focus on one or more team members.
Router: analyze one or multiple form routers.
Rule: filter by the rule matched at booking time.
Date range: last 7/30/90 days, or a custom range.
Drill into details
Click any bar segment to open a details panel.
Use it to review:
Booking list for that team member.
Guest name and email.
Booking date and time.
Router and matched rule.
Current booking status.
Link to full booking details.
Form Router vs Click Router booking insights
Both dashboards look similar. The context differs.
Source
Form submissions
Click-based routing links
Rule types
Ownership and distribution rules
Matching and ownership logic
Context
Form data and field matching
URL params and direct link flows
How to interpret the data
Identify workload imbalances
Compare bar heights across team members.
Very uneven distribution can indicate rule or distribution issues.
Track status trends
Watch the status mix over time.
High cancelled can indicate scheduling friction.
High no show can indicate reminder or confirmation issues.
Frequent rescheduled can indicate availability gaps.
Use period-over-period comparison
Use comparison mode to:
Spot improving or declining trends.
Identify seasonal patterns in booking volume.
Measure the impact of routing changes.
Best practices
Review weekly.
Use comparison mode by default.
Investigate anomalies immediately.
Watch for owners with outsized volume.
Adjust distribution rules when someone is overloaded.
Re-check after territory or capacity changes.
Review cancelled and no-show bookings for patterns.
Improve confirmation communications.
Make rescheduling easy.
Last updated