📝 Overview

💡 AI Business Advisor is available to all provider tiers.

Learn what AI Business Advisor is and how it helps you make smarter business decisions.

AI Business Advisor is a monthly, AI-powered report built directly into Sawyer. It pulls data from your account — including revenue, bookings, enrollment, family activity, and reviews — and transforms it into a personalized performance report with actionable recommendations tailored to your business.

Reports are generated automatically on the 1st of each month and cover the previous month's activity. Each report is personalized to your business model, so the insights and recommendations you receive are relevant to how your business actually operates.

⚠️ Every report includes the following disclaimer: "This report is AI-generated and may contain inaccuracies."

🛠️ How to Access AI Business Advisor

Click to learn how to navigate to AI Business Advisor from your Sawyer account settings.

Select the My Account dropdown in the upper area of the page.
Click Settings and the choose the Integrations tab. You'll see the AI Business Advisor card with a brief description.
Click the View Insights button on the Business Advisor card. Your report will open in a new browser tab.

💡 If you don't see a report yet, you may need more account activity before your first report can be generated. Check back after more data has been collected.

📊 Understanding Your Report

Click here to learn what each section of your AI Business Advisor report shows and how to use it.

When you open AI Business Advisor, you'll land directly on your monthly Business Advisor Dashboard. Here's a breakdown of what you'll find.

Summary

The Summary section appears at the top of your report and gives you a high-level snapshot of the month. It includes a headline, a brief description, a status badge, and your primary KPI with month-over-month and year-over-year change indicators.

Key Metrics

The Key Metrics section displays six core performance indicators for the month. Each metric includes a value, a directional badge showing whether the number is trending up or down, and benchmark context so you can see how you compare.

Metric	What It Shows
Active Families	Families active in the last 90 days
Retention Rate	Percentage of last month's customers who returned
Average Fill Rate	Percentage of capacity filled across all sessions
Average Order Value	Average revenue per transaction
New Families	New families added this month
Average Customer LTV	Lifetime revenue value per customer

💡 Hover over any metric to view a tooltip with additional context and details.

Opportunity

The Opportunity section highlights your single biggest growth opportunity for the month. It includes a dollar-value headline and supporting data rows to help you understand the scope of the opportunity.

Action Items

The Action Items section includes up to three numbered, platform-specific recommendations based on your data and business model. Each action item includes a description and an expected outcome. Recommendations are limited to actions you can take within Sawyer's existing features, such as email campaigns, messaging, scheduling tools, and review requests.

Key Insights

The Key Insights section includes up to three analytical observations about your business performance for the month. Each insight includes a title and a short description.

Benchmark Position

The Benchmark Position section shows where you rank compared to other providers with a similar business model. Benchmark positions are shown in four buckets:

Top 25%
Top 50%
Top 75%
Bottom

Benchmarks cover Revenue, Average Order Value (AOV), Retention Rate, and Review Count.

🧠 You're only compared against providers with a similar business model — for example, seasonal camp operators are benchmarked against other seasonal camp operators, not year-round centers. This keeps comparisons fair and relevant.

Class/Activity Performance Table

The Class/Activity Performance Table shows all of your sessions for the month. For each session, you'll see:

Class name
Session date
Enrollment and capacity numbers
A fill rate bar
A status chip indicating performance (At Capacity, Near Capacity, Strong, Room to Grow, or Below Target)

Report Footer

At the bottom of every report, you'll find the date and time the report was generated, as well as information on how to reach support if you have questions.

📥 Downloading and Accessing Reports

Click here to learn how to download reports

From the Business Advisor Dashboard select a report from the top right corner.
Then select the download PDF or print the report
A pop up will open and ask if you would like to print the report or download it.

💡 If no data is available for the report to be generated, there will be an “Insights Coming Soon” message.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.