Understand your Insights

Insights shows recorded activity for your business, not every conversation outside the platform. Use it as evidence for a review, not a promise of bookings or income.

1. 11. Open Insights.
2. 22. Review the current report date range.
3. 33. Set the starting date.
4. 44. Set the ending date.
5. 55. Read the report summary.
6. 66. Review the monthly activity chart.
7. 77. Compare enquiry activity with your own records.
8. 88. Review the separate listing and contact-click figures.
9. 99. Open Your listing to address one practical information gap.

Tip: Compare like-for-like periods and allow for seasonal differences. A contact click shows interest, not proof that someone booked or paid.

Good to know: Some cards use different periods. Phone, email and website clicks count the current month, while some listing totals count existing records. Read their labels before comparing. Reply time uses the shared median first reply in hours over the last 90 days where measured. A missing value is not necessarily zero. Keep enquiry outcomes accurate.

Each business quotes separately. EventPlan Wales does not book events or collect booking payments. Email-dependent actions are coming soon.

Related guides: Reply to an enquiry and record won/lost