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How Tos - New Dashboard (v.2)

Analytics & Reports

Written By Courserev Help

Last updated About 14 hours ago

The Analytics & Reports section of your CourseRev Dashboard v2 provides deep operational insights into how your facility is performing. Use this section to monitor revenue generated across automated channels, track AI call handling efficiency, analyze player demographics, and export custom data for accounting or management reviews.

Navigation & Date Range Filtering

At the top of the Analytics screen, use the Date Picker to refine your view. You can analyze data across preset timeframes (such as Today, Last 7 Days, This Month, or Last Quarter) or select a custom date range.

The section is divided into three functional tabs:

Tab 1: Overview

The Overview tab offers a high-level executive summary of your CourseRev system's performance at a glance.

  • Key Performance Indicators (KPI Cards):

    • Total Revenue: The total gross revenue processed through CourseRev channels.

    • Bookings: Total number of completed reservations.

    • Calls: Total incoming call volume handled by your AI Voice Concierge.

    • Conversion Rate: The percentage of caller and web visitor interactions that resulted in a completed tee time booking.

  • Visual Charts & Breakdowns:

    • Booking Channels: Visual breakdown comparing reservations made via AI Voice Concierge, Chatbot, and Web Booking Portal.

    • Call Outcomes: Categorized distribution of handled calls (e.g., Booked, Information Provided, Transferred to Fallback Number).

    • Bookings by Player Type: Demographic split of your golfers (e.g., Public, Member, Senior, Junior).

Tab 2: Channels

The Channels tab allows you to dive deeper into individual channel performance and caller traffic patterns:

  • Channel Deep-Dives: Inspect granular metrics for each specific communication tool (Voice, Chat, Web Engine) to evaluate adoption rates and booking success.

  • Hourly Call Distribution: Heatmaps and timeline graphs showing peak call times throughout the day. Use this data to optimize pro shop staffing hours during high-volume phone windows.

Tab 3: Reports & CSV Data Export

The Reports tab allows you to generate and download customized data sets tailored to your accounting and reporting needs.

How to Generate a Custom Report:

  1. Navigate to the Reports tab.

  2. Select Report Type: Choose the core metric focus for your report:

    • 💰 Revenue

    • 📅 Bookings

    • 📞 Calls

    • ⛳ Rounds

  3. Select Channels: Filter by specific booking sources (Voice, Chat, Web, or All Channels).

  4. Generate & Download: Click the Generate Report button.

What happens next?

  • On-Screen Summary: A preview summary table will display on your screen for immediate review.

  • CSV Download: A clean .csv file will automatically download to your device, ready to be imported into Microsoft Excel, Google Sheets, or your accounting platform.

💡 Pro Tip: Generate monthly revenue and bookings reports at the start of each month to reconcile CourseRev earnings directly against your local POS tee sheet totals.

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