Reports
AI Business Narrative & Forecasting
AI Business Narrative & Forecasting
Get an AI-written summary of your venue's performance, a forward-looking forecast for the week ahead, a health assessment of your customer database, and automatic alerts when something unusual happens — all on the Intelligence Dashboard.
Overview
AI Business Narratives & Forecasting lets you:
- Read a personalised briefing that summarises what happened in your business and what to act on
- Ask follow-up questions in a multi-turn conversation with your Concierge
- View a 7-day forecast showing projected revenue, bookings, and daily staff utilisation
- Assess your customer database health across six dimensions with a colour-coded score
- Receive smart alerts when the system detects anomalies like cancellation spikes or revenue pace warnings
Note
AI narratives, the forecast panel, and Business Health require a PRO subscription. Smart alerts are available on all plan tiers. Each conversation message costs 1 Spark. Narrative generation is cached for 30 minutes and charged once per unique date range.
Your Concierge Briefing
The Your Concierge card appears at the top of the Intelligence Dashboard in the Headlines section.
What the Briefing Shows
When you open the Intelligence page, the Concierge automatically generates a briefing containing:
- A narrative summary — 2–3 sentences (max 80 words) explaining what happened during the selected date range
- Three highlights — bullet-pointed insights (max 15 words each): the strongest positive signal, the biggest risk or gap, and an actionable recommendation
- Suggested question chips — 3 contextual questions you can tap to start a conversation
The narrative draws on your venue's actual data: revenue, bookings, average ticket, occupancy, staff performance, service mix, storefront funnel, industry benchmarks, Engage campaign attribution, commission data, and revenue goal progress (if set).
Suggested Questions
Suggested questions are generated based on your current data. They follow a priority order:
| Priority | Condition | Example question |
|---|---|---|
| 1 | Revenue goal set and behind pace | "What can I do to close the gap to my monthly target?" |
| 2 | Revenue goal on track | "What's driving my goal performance this month?" |
| 3 | Revenue goal exceeded | "I've hit my monthly target — what next?" |
| 4 | Revenue declined vs prior period | "Why is revenue down this period?" |
| 5 | Occupancy below 60% | "How do I fill my empty appointment slots?" |
| 6 | Booking rate below industry average | "How can I improve my booking conversion rate?" |
| 7 | High staff dependency (one staff > 50% revenue) | "How do I reduce my dependency on one team member?" |
| Fallback | No specific triggers | "What's my busiest day of the week?" |
Starting a Conversation
- Tap a suggested question chip, or type your own question in the "Ask your Concierge…" text field.
- Your question appears right-aligned in a chat thread.
- The Concierge responds with a markdown-formatted answer drawn from your data.
- Follow-up suggestion chips appear below each response.
- You can ask up to 5 questions per session.
After question 4, a warning appears: "Last question for this session." After question 5: "You've reached the limit for this session (5 questions)." with a "Start new session" button.
To return to the summary view at any time, tap "Back to briefing →".
Tip
Changing the date range resets your conversation and generates a fresh briefing for the new period.
FREE Tier
FREE users see a locked card with a lock icon and the heading "Unlock Your Concierge with Pro". The description reads: "Upgrade to Pro to get a personalised AI briefing summarising what happened in your business and what to act on." Tapping "Upgrade to Pro →" navigates to billing settings.
Weekly Forecast
The Forecast panel appears in the Performance section (PRO only) under the heading "THIS WEEK'S FORECAST".
What the Forecast Shows
| Metric | Description |
|---|---|
| Projected Revenue | Expected revenue for the current week based on confirmed bookings and historical patterns |
| Projected Bookings | Expected booking count for the week |
| Pace vs normal | Percentage comparing current confirmed bookings against your typical weekly average |
| Daily utilisation | A 7-bar chart showing projected staff utilisation for each day of the coming week |
Daily Utilisation Chart
Seven vertical bars represent each day of the week:
- Bars at 70% or higher utilisation appear in the primary colour
- Bars below 70% appear in amber — tap an amber bar to go directly to the bookings page for that date and add appointments
- A footer note reads: "Amber bars are under 70% utilisation — click to add bookings."
Forward Narrative
Below the chart, an AI-generated one-sentence outlook appears in italics (e.g., "You're at 75% of normal pace — 3 more bookings would bring you in line."). This sentence is max 30 words and references your actual numbers.
Low Confidence
If your venue has fewer than 4 weeks of booking history, the forecast shows confirmed data only (not projections). A message reads: "Projected revenue and pace will appear once you have a few more weeks of booking history."
Business Health
The Business Health zone appears as a dedicated section (PRO only) with a HeartPulse icon and the heading "BUSINESS HEALTH".
Health Narrative Card
An AI-generated summary card appears at the top with:
- A score label badge indicating overall health
- A narrative (3–4 sentences) synthesising your database quality, customer reachability, retention trends, geographic concentration, revenue concentration, and lifetime value distribution
- 2–3 highlight bullets with key findings
Score Labels
| Label | Colour | Score range |
|---|---|---|
| Strong | Green | 70–100 |
| Developing | Amber/orange | 40–69 |
| Needs attention | Red | 0–39 |
The score is based on your database completeness: the percentage of customers with email addresses, phone numbers, SMS consent, recent visits, and postcodes.
Six Analysis Panels
Below the narrative, six panels provide detailed breakdowns:
| Panel | What it measures |
|---|---|
| Health Score | Database quality score (0–100) with breakdown by email %, phone %, SMS consent %, recency %, and postcode % |
| Reachability | Percentage of customers contactable by email + SMS, email only, SMS only, or unreachable |
| Retention | Customer return rates by cohort (most recent 3 months) and retention trend direction |
| Geographic | Top suburbs/postcodes by customer concentration and postcode fill rate |
| Revenue Concentration | Top staff member's share of total revenue and top service's share of total revenue |
| LTV | Customer lifetime value distribution — median, mean, and cohort breakdown |
Minimum Data Requirements
Business Health requires at least 20 customers and 50 bookings in the past 12 months. Below this threshold, a fallback message appears: "Not enough customer data to generate a health summary yet. Add more customers with contact details and postcodes to build a complete picture."
Deterministic Fallback
If the AI is unavailable (Spark balance depleted, generation error, or insufficient data), a rule-based summary replaces the AI narrative. The fallback reports your database score and customer count with guidance appropriate to the score band (Strong / Developing / Needs Attention).
Smart Alerts
Smart alerts detect anomalies automatically and display them as cards at the top of the Headlines section. They are available on all plan tiers — no PRO subscription required.
Alert Types
| Alert | Icon | Severity | When it triggers |
|---|---|---|---|
| Traffic surge | TrendingUp | Opportunity (green) | Today's storefront views exceed 2× the 7-day average (minimum 5 views, requires 7+ days data) |
| Revenue pace warning | TrendingDown | Warning (amber) | Next 7 days' confirmed revenue is below 65% of the 4-week average (requires 4+ weeks data) |
| Staff gap | Users | Warning (amber) | An active staff member has zero confirmed bookings in the next 48 hours (requires 2+ weeks data) |
| Cancellation spike | AlertTriangle | Warning (amber) | Last 24 hours' cancellations exceed 2× the daily average (requires 2+ weeks data) |
- A maximum of 2 alerts are shown at a time, prioritised by confidence (warnings before opportunities)
- Each alert includes a title, description, and an optional action button
- Alerts can be dismissed by tapping the close (X) button — dismissed alerts reappear the next day if the condition persists
- After dismissing all alerts, a brief "All caught up" confirmation with a green tick appears for 2 seconds
Confidence Scoring
Alert confidence increases with the amount of historical data available:
| History | Confidence |
|---|---|
| Less than 1 week | 0% (alert suppressed) |
| 1 week | 40% |
| 2 weeks | 70% |
| 3+ weeks | 100% |
Alerts with low confidence are suppressed until enough history accumulates.
Caching & Freshness
AI-generated content is cached to provide instant page loads and reduce Spark consumption:
| Content | Cache duration | Refresh trigger |
|---|---|---|
| Narrative briefing | 30 minutes | Changing the date range generates a fresh narrative |
| Forward forecast narrative | 15 minutes | Refreshes automatically |
| Business Health narrative | 30 minutes (max 1 Spark charge per day) | Refreshes automatically |
| Smart alerts | 15 minutes | Page reload or pull-to-refresh |
| Forecast data | 15 minutes | Page reload or pull-to-refresh |
Mobile Differences
- Narrative truncation — On phones, the narrative is truncated to 200 characters with a "Read more" link. On tablets, the full narrative is shown.
- Quick Ask sheet — Tapping a suggested question opens a bottom sheet modal for conversation (instead of inline expansion on web).
- Suggested question chips — Displayed as a horizontal scrollable row on phones; flex-wrapped on tablets.
- Forecast panel — Displayed within the collapsible Performance zone.
- Smart alerts — Same functionality and display as web.
- FREE upgrade text — "Visit openchair.com to manage your subscription." (no direct billing link per App Store compliance).
Troubleshooting
| Issue | Solution |
|---|---|
| Narrative says "Your AI-generated business summary will appear here once you have enough booking data" | The venue needs at least 10 bookings before the narrative activates. Continue booking clients and check back. |
| "Your Concierge is temporarily unavailable" with a "Try again" link | A temporary AI generation error. Tap "Try again". If it persists, the narrative will refresh automatically within 30 minutes. |
| "You've used your Sparks for this feature" | Your Spark balance is depleted. Top up your wallet in Settings → Billing. See Understanding Spark (AI Credits). |
| Forecast shows "Not enough booking history yet" | The forecast requires at least 4 weeks of booking data. It will activate automatically once enough history accumulates. |
| Health summary shows fallback text instead of AI narrative | Either your Spark daily allowance for this feature is used (max 1 charge/day), or you have fewer than 20 customers and 50 bookings. The fallback is data-driven and still accurate. |
| No smart alerts showing | No anomalies detected — this is good. Alerts only appear when something unusual is happening. You need at least 1–2 weeks of booking history before alerts can trigger. |
| Smart alert keeps coming back after I dismissed it | Dismissals last for one day only. If the underlying condition persists (e.g., a continued cancellation spike), the alert reappears the next day. |
Related Articles
- Intelligence Dashboard
- Business Reports & Analytics
- Setting Business Goals
- Understanding Spark (AI Credits)
Last updated: March 2026