| Plans | TapGoods PRO subscribers on eligible plans (see your subscription for availability) |
| Users | Admins and other users with access to business data |
| Location | Admin > Reports > TapWise |
TapWise is TapGoods' AI-powered insights tool that helps you understand your business performance and make data-driven decisions. Instead of running and analyzing multiple reports, TapWise taps into the data already in TapGoods PRO to answer your questions in plain language.
With TapWise, you can:
- Identify seasonal trends in your rentals
- Forecast upcoming revenue and order volume
- Analyze performance by category, location, or time period
- Spot pipeline slowdowns before they impact your business
- Support decisions on staffing, pricing, and promotions
- Download the full Orders and Inventory data sets TapWise pulls from
In this article, we'll cover:
- How to Access TapWise
- Downloading Your Data
- Personalizing TapWise
- What Powers TapWise
- How to Use TapWise Effectively
- Sample Prompts
- Example Use Cases for Business Owners
- Tips & Best Practices
How to Access TapWise
- Log into TapGoods PRO.
- Hover over Admin.
- Under Reports, select TapWise.
- Type your question into the chat box and hit enter.
Downloading Your Data
TapWise builds two up-to-date files — Orders Data and Inventory Data — and you can now download either one directly from the TapWise sidebar. See Downloading Your Data in the How to Use TapWise: Complete Guide for the full steps.
Personalizing TapWise
You can now tell TapWise more about how your business runs — what to highlight, what to leave out, or how you think about your numbers — so its answers, insights, and email digests reflect that. See Personalizing TapWise in the How to Use TapWise: Complete Guide for the full steps.
What Powers TapWise
TapWise's AI insights are now generated using Anthropic's Claude models — this runs behind the scenes and doesn't change how you use TapWise. See What Powers TapWise in the How to Use TapWise: Complete Guide for more.
How to Use TapWise Effectively
- Ask clear, specific questions.
- Specify date ranges when you want insights over time.
- Try both general trends (“What does Q4 usually look like?”) and specific checks (“How did August rentals compare to July this year?”).
- Click the categories and any sample prompts included on the TapWise page.
- Use results to guide business strategy — not as a replacement for your own knowledge of your market.
Sample Prompts
- How does my conversion vary by order size?
- Which months are strongest for tent rentals?
- Do I have late-summer slowdowns in my market?
- What are my busiest days of the week over the last 12 months?
- How do orders in December 2024 compare to December 2023?
- Which team members generate the most revenue? Which have the highest conversion rates?
- Which product categories have grown the most this year?
Example Use Cases for Business Owners
Planning Staffing
- Ask: “Which weekends in October are historically busiest?”
- Use Insight: Schedule delivery crews and warehouse support accordingly.
Inventory Decisions
- Ask: “What categories underperform compared to others?”
- Use Insight: Consider selling, repairing, or repurposing low-demand items.
Marketing & Promotions
- Ask: “When does order volume dip during the year?”
- Use Insight: Run targeted discounts or promotions to fill in slow periods.
Cash Flow Forecasting
- Ask: “What revenue is forecasted in the next 30–60 days?”
- Use Insight: Anticipate cash flow needs and manage upcoming expenses.
Tips & Best Practices
- Start broad, then narrow down with follow-up questions.
- Compare different timeframes (month vs. quarter vs. year).
- Record frequently asked questions to use repeatedly.
- Share results with your team to align decisions across sales, operations, and leadership.
TapWise is here to help you make smarter decisions faster. The more you use it, the better you'll understand patterns in your business.