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How to use MoeGo Insights

A walkthrough of the shared controls in MoeGo Insights — data source, date range, and comparison period.

Written by Marina
Updated yesterday

MoeGo Insights gives you a full picture of your business — revenue, clients, staff, appointments, and operations — in one place.

It's made up of two sections: the Dashboard for high-level summaries, and Reports for detailed data you can filter, group, and download.

The controls below work the same way across every dashboard tab and every report. Learning them once means you can navigate the entire Insights system confidently.

See MoeGo Insights — Overview 👈 for plan availability and how to access Insights for the first time.

Select your data source

Business data (desktop only)

Select a specific business location, or choose "All Businesses" to view your combined metrics.

Date range (desktop and app):

Filter your view by selecting a specific time frame. Quick selection options include:

Today, Yesterday, This Week, Last Week, Next Week, This Month, Last Month, Next Month, Last 7 Days, Last 30 Days, This Year, and Year-to-Date.

You can also enter a custom start and end date for any period you want to analyze.

Choose a comparison period

Compare your selected period against a previous one to track trends over time.

  • Compare with Prior Period
    Automatically compares your selected date range with the previous period.
    Example: If you select Feb 18, 2025 – Feb 24, 2025, the comparison range will be Feb 11, 2025 – Feb 17, 2025.

  • Compare with Previous Year
    Compares your selected date range with the same period from the previous year.
    Example: If you select Feb 18, 2025 – Feb 24, 2025, the comparison range will be Feb 18, 2024 – Feb 24, 2024.

  • Custom Period
    Manually define a comparison range for your selected date period.
    The system will automatically calculate the end date based on the length of your current selection.
    Example: If you select July 4 – July 10 (a 6-day period), you’ll be able to choose a custom start date, and the end date will be automatically set to maintain the same 6-day length.

How data in Insights is updated

Understanding the data update cycle helps you interpret your numbers correctly and avoid confusion when recent activity doesn't appear immediately.

Data syncs once per hour

Insights does not show real-time data. The system runs a sync every hour, processing all activity from the previous hour. This means:

  • A payment processed at 8:30 AM enters the sync queue at 9:00 AM

  • It will appear in Insights by approximately 10:00 AM

  • In the worst case, a transaction can take up to 2 hours to appear after it occurs

The Last updated timestamp in the top-right corner of the dashboard shows when the most recent sync completed. Always check this timestamp before drawing conclusions from the data.

📝 Note: If you just processed a transaction and it isn't showing yet, this is expected — not a data error. Wait until the next sync cycle and refresh.

Why Insights uses hourly syncing

Insights include analytical metrics — such as rebook rate, average earnings per breed, and utilization — that require significant calculation and validation to generate accurately.

These metrics cannot be computed instantly on every transaction. The hourly sync gives the system the time it needs to produce reliable, consistent numbers.

What this means in practice

Situation

What to expect

You just checked out an appointment

May not appear for up to 2 hours

You just processed a refund

May not appear for up to 2 hours

Your dashboard numbers don't match a transaction you just saw

Check the Last updated timestamp first before investigating further

You're reconciling end-of-day totals

Run your report at least 2 hours after your last transaction of the day

Data is stored historically

Insights is based on recorded history, not a real-time calculator.

When you change a service price or update a staff assignment today, historical records reflect the settings that were in place at the time — they are not retroactively updated. This is important when comparing data across periods where business settings changed.

💡 Tip: If numbers between Insights and the old Legacy Report look different, the data scope and metric definitions have changed.

See How Insights differs from the legacy report 👈 for a full explanation.

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