The Business Analysis dashboard turns your booking, revenue, and call data into plain-English insights — so you can see what's working, where you're leaving money on the table, and what to do next. It's powered by AI and refreshes automatically, so it's ready when you log in.
In this article
Who can see it
Access is controlled by a permission. Owners, Managers, and Analysts have it by default; Reservation Agents and Affiliate Agents do not. To change who can see it, go to Setup Security and enable the Business Analysis permission for the user groups you choose.
The AI Summary
At the top of your dashboard, the AI Summary gives you a short, plain-English read on how your business is doing — recent sales trends, fill rates, and your top-performing experiences. It's refreshed every night. Select Full Analysis to open the complete Business Analysis view.
Ask AI
Have a specific question about your numbers? Use Ask AI in the sidebar to ask in your own words — for example, "Which experience grew the most last month?" — and get an answer based on your account's data.
The Business Analysis view
Switch to the Business Analysis view from the sidebar. It has four sections:
- Executive Summary — a short AI-written analysis plus four benchmarks: Capacity Utilization (how full your trips are, against a 70% average), Revenue per Hour (against a $35 average), Weekend vs. Weekday Utilization, and your Best Tour by revenue. Select Rerun Analysis any time to refresh, and you'll see a "Last analyzed" timestamp.
- Revenue Optimization Strategies — three recommended ways to grow, sorted by effort (a Quick Win, a Medium Effort play, and a longer-term Strategic move), each with an estimated return and timeline.
- Key Insights — focused insights flagged by priority, such as your weekend-to-weekday gap, how much of your business is last-minute, and how concentrated your revenue is in a single product.
- More detail on your trends and top performers to dig into.
AI-generated insights are a guide, not a guarantee. They may not be 100% accurate, so use them alongside your own judgment.
For the full set of standard reports, see the Reports overview; for a quick daily pulse, see the Daily Executive Summary report.
Frequently asked questions
How often does it update?
The AI Summary refreshes automatically every night. You can also select Rerun Analysis to refresh the Business Analysis view with your latest data on demand.
Why can't one of my team members see it?
Access is permission-based. Owners, Managers, and Analysts have it by default. Enable the Business Analysis permission for other user groups under Setup › Security.
Related
Built for attractions, tours & activities
An analyst for your business, built in
See how attractions, tours, and activities grow with TripWorks' AI insights. Book a demo and make the switch.