# Booking Insights

Form Router Booking Insights is a visual dashboard for bookings generated by Form Routers.

Use it to monitor booking outcomes and workload distribution.

{% hint style="info" %}
Use this page when you need answers like:

* “Who is getting the most routed meetings?”
* “Are cancellations or no-shows trending up?”
* “Did performance change vs last week?”
  {% endhint %}

### Open Booking Insights

{% stepper %}
{% step %}
Open **Form Routers** from the left sidebar.

<figure><img src="/files/OwBbSAceVQ8iYGVj7Q17" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Click **Booking Insights**.
{% endstep %}
{% endstepper %}

### Recommended workflow

Run this flow weekly. It keeps analysis consistent.

{% stepper %}
{% step %}
Set your scope with filters.
{% endstep %}

{% step %}
Scan status KPI cards for volume and mix.
{% endstep %}

{% step %}
Review distribution across owners.
{% endstep %}

{% step %}
Enable period comparison to spot trend changes.
{% endstep %}

{% step %}
Click into bars to inspect booking lists.
{% endstep %}
{% endstepper %}

### KPI cards (booking status)

<figure><img src="/files/Ff7TOIXMKTT1JjfNYpNv" alt=""><figcaption></figcaption></figure>

The dashboard shows one KPI card per booking status.

| Status          | Description                                 |
| --------------- | ------------------------------------------- |
| **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

<figure><img src="/files/5p5WojKBTHjJYlQVMLkt" alt=""><figcaption></figcaption></figure>

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

1. Taller bars mean a team member receives more routed bookings.
2. Segment size shows status mix for that person.
3. Compare totals to validate workload balance.

### Compare vs previous period

<figure><img src="/files/2VxSEaNeaaZlw91RIcZz" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/4iQtnPdFFD6HYhp8nyRh" alt=""><figcaption></figcaption></figure>

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.

| Aspect         | Form Router                      | Click Router                     |
| -------------- | -------------------------------- | -------------------------------- |
| **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

{% tabs %}
{% tab title="Regular monitoring" %}

* Review weekly.
* Use comparison mode by default.
* Investigate anomalies immediately.
  {% endtab %}

{% tab title="Balance workload" %}

* Watch for owners with outsized volume.
* Adjust distribution rules when someone is overloaded.
* Re-check after territory or capacity changes.
  {% endtab %}

{% tab title="Reduce cancellations and no-shows" %}

* Review cancelled and no-show bookings for patterns.
* Improve confirmation communications.
* Make rescheduling easy.
  {% endtab %}
  {% endtabs %}


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