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Using AskCody Insights for Services

Understand how meeting services are requested and fulfilled across your internal providers: Catering, Facilities, IT/AV, Cleaning, etc.

 

What is Services Insights?

Services Insights gives your organization a full picture of how resources and service providers are being used. Beyond Bookings and Visitors data, Services Insights helps you understand:

  • How employees request and cancel services

  • How providers respond to requests

  • Whether requests are made directly with providers or via the Outlook add-in

  • How service activity changes over time

Data is updated weekly and can be viewed for up to the last 13 months. You can filter by time period, weekday, or service provider, and export the data for deeper analysis.

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Understanding the dashboard

The Services Insights dashboard is structured into three main parts:

Overview metrics

At the top of the dashboard, you’ll see three core indicators that summarize service activity:

  • Cancelled by Employee vs. Completed
    Are employees cancelling a lot of requests themselves? This might mean employees are changing meeting needs frequently or booking services too early, only to realize they won't need them

  • Rejected by Provider vs. Completed
    Are providers rejecting many of the requests they receive? This could happen if employees request something they shouldn’t, or if providers simply don’t have inventory available

  • Ad-hoc by Provider vs. Add-in Request
    How many requests are placed directly with the provider (ad-hoc), and how many are linked to meetings via the Outlook add-in? Do you want everyone to use the add-in so requests are always tied to meetings, or are you aiming for a different process?

Detailed service data

This section gives you deeper insights into provider performance and usage:

  • All service data
    How are different providers being used? Is there enough activity to justify them?

    • What is the employee-to-request ratio?

    • Are there complaints about certain providers not being available?

    • How many requests are being detached from meetings?

  • Service requests per provider
    Quickly compare cancellations, completions, and rejections across providers. This helps highlight which providers are reliable and where issues occur.

    • Which providers deliver consistently?

    • Are some providers rejecting more requests than others?

    • Is there a pattern in cancellations tied to specific providers?

  • Service requests over time
    See how busy providers have been historically. Can you spot seasonal spikes or recurring peaks? Do you need to allocate more staff during certain periods?

    • When are services most in demand?

    • Do certain times of year require extra staff or resources?

    • Are there predictable dips where resources could be reallocated?

How to use these Insights

Services Insights is not just about tracking numbers, it’s about enabling better decisions. You can use this data to:

  • Enforce policies
    Ensure employees place requests via the Outlook add-in, so services always follow meetings.

  • Improve service quality
    Identify providers with high rejection rates and work with them to address the issues.

  • Plan resources
    Anticipate peaks in demand and prepare providers with additional staff or inventory.

  • Enhance employee experience
    Reduce cancellations and rejections so employees get what they need for their meetings without friction.