Analyzing Booking Performance with Cal ID Insights

Track how your scheduling is really performing. The Insights dashboard gives you a comprehensive view of your booking activity so you can measure efficiency, spot trends, and optimize your availability based on real data.

Open the Bookings dashboard

Access your main dashboard at Cal ID.

Navigate to Insights

Click the Insights icon in the left-hand sidebar menu.

Select the Bookings tab

Use the tabs at the top left to switch between analytics areas, then open Bookings.

The tabs let you move between the platform’s three analytics areas:

Bookings: Monitor overall meeting statistics and guest behavior.
Routing: Analyze how many people are interacting with your routing forms and where they are being directed.
Workflows: Track the success and trigger rates of your automated workflows.

Key metrics and reports

Summary scorecards

At the top of the Bookings tab, a quick summary shows activity for your selected date range.

Metric	What it tells you
Events Created	The total number of new bookings made.
Events Completed	Meetings that have successfully taken place.
Events Rescheduled	How many meetings were moved to a different time.
Events Cancelled	The number of bookings that were called off.

Performance overview

This section measures the quality of your meetings and your reliability.

Metric	What it tells you
Average Ratings	Feedback scores left by your bookers.
No-Show (Host)	Times when you, the host, missed a scheduled meeting.
No-Show (Guest)	Times when the guest failed to appear.
CSAT Score	Your Customer Satisfaction score based on post-meeting surveys.

Graph analysis (event trends)

The central graph provides a visual timeline of your activity. You can toggle data points to see trends for Created, Completed, Rescheduled, Cancelled, and No-Shows over days or weeks.

Deep-dive statistics

Scroll down to find specialized charts for better planning.

Metric	What it tells you
Bookings by Hour	Identify which times of day are most popular for your clients.
Average Event Duration	See how much time you are actually spending in meetings.
Popular Events	A ranking of your event types from Most Booked to Least Booked, helping you identify your highest-demand services.
Most Cancelled	The booker who cancelled the booking most.
Most No-Show	The booker who scheduled the meeting but did not join.

Filtering and exporting your data

Filters apply to every scorecard, graph, and chart on the page at once. Set your date range and account before reading the numbers so you’re comparing the right period.

Date Range Filter: Use the dropdown in the top right (e.g., “Last 7 Days,” “Last Month,” or “Custom Range”) to focus on specific periods.

Account Filter: Switch between viewing your Personal insights or specific Team insights using the account selector at the top left.

Download Report: Click the Download button in the top right to export your analytics as a CSV or PDF file for external reporting.

Next steps

Workflow performance

Confirm your reminders, follow-ups, and notifications are being delivered reliably.

Routing performance

Track how visitors move through your routing forms and where they drop off.

For Routing Form Insights, refer to Analyzing Routing Form Performance in Cal ID Insights.
For Workflows Insights, refer to Analyzing Workflow Performance in Cal ID Insights.

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Analyzing Booking Performance with Cal ID Insights

Open the Bookings dashboard