Settings — TMH Insights

Ownership mapping

Operators seen in the loaded appointment window. Unmapped operators stay “Unassigned”.

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Exclusion rules

Excluded records are removed from every metric and listed on Data health.

Exclude records whose operator or helper name contains the word “test” (off by default — prefer the reviewed list below)Exclude booking statuses other than Pending / Confirmed

Test-record exclusion list

Excluded by client ID. Suggestions are for review only — nothing is excluded automatically.

Excluded (0)

Suggested for review (0)

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Confirmed test names

Exact client names you have confirmed are test records. Matching appointments are excluded from reporting; source records are not deleted.

Megan Test TEST APPT

Insight thresholds

Minimum volumes stop dramatic claims on tiny baselines

Min earlier-period hours for growth/declineMin revenue ($) for valuable-client insightsSecond-booking outreach after (days)Decline comparison window (days)Decline threshold (%)Low margin after helper pay below (%)High-value win-back: top % by 90-day revenueHelper concentration flag: one client ≥ % of hoursRegion: consider hiring at utilization ≥ (%)Region: increase demand below utilization (%)Smallest bookable open block (hours)

Platform fee rate is fixed at $3 per eligible licensed-operator hour in this reporting model.