Insights Page
Overview
The Insights page is the reporting and intelligence experience built into the Dashboard. Open it from the left-hand navigation and start on the Overview.
Access by Tier
Depending on the Club's Tier, those with the Owner role will have different access on the Insights page.
Basic(+) tiers without Analytics+ — access to the Overview tab (coming soon)
Basic(+) tiers with Analytics+ — full access to all charts
Pro or Autonomous(+) tier — full access to all charts
Export Data
There are three Insights export options:
Export ZIP
A ZIP file containing one CSV per widget: KPIs, charts, heatmaps, tables, etc. It uses the data loaded in the current browser window view.
No. Its DetailTable CSV only contains loaded/current-page data, not the full result set.
On every chart, table, and the Overview tab.
Export Widget
A CSV for one individual widget card, based on its currently loaded data.
No for large paginated DetailTables; useful for charts, KPIs, heatmaps, and smaller tables.
On every chart and widget card.
Export CSV
A dedicated table export using the active filters and sort. The backend retrieves the full table dataset through streaming or the native async export flow.
Yes. This is the correct option for a large DetailTable.
On every table.
The five upgrades that matter most
In the Dashboard — No additional login and no separate system. Insights lives inside the same space where you perform day-to-day work.
Performant — Insights is faster and more responsive than the Tableau workbook it replaces. Filters apply quickly and dashboards render without the wait.
Easier to navigate — An Overview tab gives you the KPIs for Club performance at a glance. Deeper dives are organized by theme, and every report is a thumbnail tile with a one-line explanation, so you can find the answer to your question without hunting through a workbook.
AI-assisted reporting — Use the built-in AI Assistant to query your data in plain language and produce ad hoc reports on the spot, with no need to request a new dashboard for every question (in
beta mode).Intelligence — Ask the AI Assistant how to improve the business and it responds with data-backed suggestions, and shows its work. It reads only your own Insights data, reasons through it, and hands you prioritized, quantified actions (in
beta mode).
The AI is where your data lives
None of this requires pulling your data out of the system it lives in. You have probably tried the workaround: export a few reports, paste them into your preferred ai-agent, and ask. It works until you are reconciling a stale spreadsheet against a chatbot that has no idea how your Club actually runs, then rebuilding the whole thing by hand the next time a question comes up.
Insights puts the AI where the data already is: same Dashboard, live numbers, no exporting, and no copy-paste. You ask right where you work, and the Assistant is already reasoning over the real thing.
How Insights is organized
Insights opens on an Overview tab, the high-level health check for your Club or Clubs. From there, views are grouped into themes that map to the questions operators actually ask:
Revenue
Occupancy
Customers
Memberships
Events
Replays
Coaching
Shop / Food & Beverage (
roadmap)
Each theme is a gallery of charts and tables. Each shows as a thumbnail tile with a short description, so you can see what a report contains before you open it.
Open one and you get the full interactive view, with filters for date range, location, Member vs. Non-member, granularity, and more, plus a one-click Export ZIP file and the option to add any dashboard to your Favorites. Naming is consistent so you always know what you are looking at:
DASH: a multi-panel dashboard
TS: a time series
HM: a heatmap
HISTO: a histogram
CAL: a calendar view
T: a raw and flat data table you can export for your own analysis
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