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Dashboard

Analytics

Eight-tab analytics hub with KPI dashboard, live globe, engagement funnels, session tracking, demand forecasting, dynamic pricing analysis, AI usage monitoring, and financial health scoring

The analytics page is an eight-tab hub that gives you a complete picture of business performance. Each tab focuses on a different dimension of your operation, from real-time revenue to AI-powered anomaly detection.

Date range and location

All tabs share a global date range picker at the top of the page. Choose from presets (Today, This Week, This Month, Last 30 Days, etc.) or set a custom range. The location filter in the navigation bar controls which location's data is displayed. Select All Locations to see aggregated metrics across your entire business.

Analytics data is cached locally for 5 minutes to keep page loads fast. Click the refresh button to force a reload.

Dashboard tab

The default tab displays a comprehensive overview of your business metrics.

KPI cards

Six key performance indicators are displayed at the top:

KPIDescription
Total SalesTotal collected revenue for the selected period
Booking RevenueRevenue from rental bookings and tours
POS RevenueRevenue from point-of-sale transactions
Net SalesTotal sales minus processing fees
Average Booking ValueAverage revenue per booking
Total BookingsCount of confirmed bookings

Additional metrics visible in the KPI summary include tax collected, tips collected, processing fees, discounts applied, gift card amounts used, equipment addon revenue, and protection plan revenue.

Charts

Below the KPIs, four chart sections provide visual breakdowns:

  1. Revenue Chart -- daily revenue over the selected date range, split by booking and POS revenue in a stacked area chart.
  2. Sales Breakdown -- donut chart showing the split between booking revenue and POS revenue.
  3. Top Inventory by Revenue -- ranked bar chart of your highest-earning inventory types.
  4. Top Assets by Revenue -- ranked bar chart of individual assets by revenue and booking count.

Checkout metrics

A dedicated section tracks checkout funnel performance:

MetricDescription
Avg Checkout TimeAverage seconds from checkout start to payment
Avg Payment TimeAverage seconds spent on the payment step
Addon ViewsHow many times addons were shown during checkout
Addon SelectionsHow many addons were actually selected
Addon Conversion RatePercentage of addon views that resulted in a selection

Each metric is compared against industry averages calculated across all RentalTide accounts, so you can benchmark your checkout performance.

Promo code analytics

Summary of promotional code and gift card usage for the selected period, including redemption counts and discount amounts.

Revenue recognized report

Accrual-based revenue recognition breakdown by GL account code. Shows revenue amounts mapped to specific account categories (boat rentals, tours, moorage, addons, etc.) with a bar chart and expandable detail table.

Live tab

A real-time 3D globe visualization showing active booking and engagement events as they happen. Events are plotted geographically with animated markers.

Engagement tab

Track how customers interact with your booking widget across its entire funnel:

Funnel visualization

A vertical funnel chart showing the drop-off at each stage:

  1. Widget Loaded
  2. Catalog Viewed
  3. Product Clicked
  4. Booking Configured
  5. Checkout Started
  6. Booking Completed

The funnel uses session drop-off data to calculate cumulative reach at each stage, ensuring a monotonically decreasing visualization.

Additional engagement metrics

  • Daily engagement chart -- volume of widget interactions over time.
  • Temporal heatmap -- hour-by-day grid showing peak browsing activity (useful for identifying when to run promotions).
  • Source breakdown -- split between embedded widget sessions and standalone booking page sessions.
  • Platform comparison -- your conversion rate compared to the platform-wide average across all RentalTide accounts.

Sessions tab

Detailed session-level analytics for the selected date range. View individual user sessions with their journey through the booking flow, time spent, and outcome.

Forecast tab

AI-powered demand prediction that analyzes your historical booking patterns, seasonal trends, and current pipeline.

Forecast chart

A line chart showing predicted vs. actual bookings for the selected forecast window (5, 7, or 14 days). Includes confidence intervals to indicate prediction certainty.

Forecast table

Day-by-day breakdown with:

  • Predicted booking count
  • Confidence level (high, medium, low)
  • Staffing recommendation (high, normal, low)
  • Historical data quality assessment

Accuracy tracking

A separate chart comparing past forecasts against actual results to help you calibrate trust in the predictions.

Data upload

Upload historical booking data (from before you started using RentalTide) to improve forecast accuracy. The model performs better with more historical context.

Note

The forecast requires at least 30 days of booking history to produce meaningful predictions. Accuracy improves as more data accumulates.

Pricing tab

Analyze the relationship between your pricing strategy and customer behavior. This tab requires dynamic pricing to be enabled on your account.

SectionDescription
Pricing TrendsHow your rates have changed over time across inventory types
Price HistoryDetailed timeline of price adjustments
Conversion ImpactScatter plot of price vs. conversion rate
Demand CorrelationPrice sensitivity analysis across inventory categories
Revenue ImpactEstimated revenue change from pricing adjustments
Inventory BreakdownPer-inventory pricing performance metrics

AI Usage tab

Monitor your AI feature consumption and costs for the selected date range:

  • Feature usage -- which AI features are being called (smart scheduling, chat, forecasting, anomaly detection).
  • Cost breakdown -- token and API usage by feature and time period.

Financial Health tab

A two-part financial health assessment combining automated ledger analysis with AI-powered anomaly detection.

Automated analysis

Uses ledger insights and the revenue pipeline to display:

  • Revenue breakdown by category (boat rentals, tours, moorage, addons, protection plans, POS retail).
  • Payment method distribution (card, cash, terminal, ACH).
  • Processing fee analysis.
  • Deferred revenue and accounts receivable status.

AI anomaly detection

Click AI Anomaly Detection to run an on-demand AI scan of your financial data for the last 30 days. The scan returns:

  • Health Score -- a 0-100 score with color coding (green above 70, yellow 40-70, red below 40).
  • Summary -- natural-language description of your financial health.
  • Anomalies -- specific issues flagged with severity (critical, high, medium), title, description, and affected dollar amount.

Examples of anomalies detected: unexpected revenue drops, refund spikes, pricing inconsistencies, unbalanced ledger entries, and unusual payment patterns.

Permissions

The analytics page requires the analytics_access permission.

Tip

Use the date range presets for quick period comparisons (this month vs. last month). The engagement funnel is especially useful for identifying where customers drop off in the booking process. Run the AI anomaly detection weekly to catch financial issues early. Revenue figures exclude refunded amounts for accurate reporting.

Troubleshooting

Dashboard shows zero -- Check the date range and location filters. An empty location or future-only date range will return zero results.

Forecast seems inaccurate -- The model needs at least 30 days of historical data to calibrate. Consider uploading historical data from before your RentalTide start date.

Engagement tab is empty -- Widget analytics must be enabled and the booking widget must have the analytics snippet installed. Standalone booking page sessions are tracked automatically.

Pricing tab shows no data -- Dynamic pricing must be enabled on your account. Contact support to activate this feature.

Financial health score is low -- Review the flagged anomalies for specific issues. Common causes include unbalanced ledger entries, unexpected refund patterns, or missing transaction records.

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