Introduction
Birdeye Insights is designed to help teams move beyond understanding performance to actually improving it. While traditional dashboards show what’s happening across reviews, surveys, and listings, the real challenge is knowing what to fix first and where to focus.
That’s where Prioritized Recommendations come in.
Instead of sorting through multiple insights, charts, and summaries, Insights surfaces a ranked list of the highest-impact opportunities across your locations. These recommendations highlight what matters most right now, so teams can quickly align, take action, and drive measurable improvements.
Prioritized Recommendations are part of a broader shift in Insights—from reporting performance to enabling action. They help answer critical questions like:
Which issues are impacting my business the most?
Which locations should I focus on first?
What should my team act on right now?
By combining AI-driven insights with impact-based ranking, Insights ensures that teams don’t just see problems—they know exactly where to start and how to move forward.
Navigate to Prioritized Recommendations
To access Prioritized Recommendations in Insights AI:
From the left-hand navigation menu, click on Insights AI
This will take you to the Recommendations screen, where you can view prioritized opportunities to improve your business performance.
Understand your performance overview
At the top of the Recommendations screen, you’ll see a summary of your overall business performance. This helps you quickly understand where you stand before deciding what to act on.
Birdeye Score
The Birdeye score gives you a real-time view of your overall online health.
It combines key performance metrics, including:
Review score
Listings score
Sentiment score
You’ll also see how your score compares to the industry average, helping you understand whether your business is performing above or below benchmarks.
View Birdeye Score Details
The Birdeye score metric is clickable. Click the score to open the Birdeye score page, where you can analyze your score in greater detail.
On the Birdeye Score page, you can:
View your Birdeye score over time and track performance trends.
Compare your score against the industry average.
Review the Birdeye score breakdown to understand the factors contributing to your overall score.
Analyze the Birdeye score breakdown over time to identify changes and performance trends across individual metrics.
Location performance summary
On the right, the “How are your locations performing?” section provides a quick breakdown of performance across your locations.
This view shows:
How many locations are performing above your overall Birdeye Score
How many locations are performing below your overall Birdeye Score
This gives you a clear snapshot of how performance is distributed across your business, so you can quickly identify whether issues are widespread or limited to specific locations.
Understand Prioritized Recommendations
The “How to improve your business performance” section displays your prioritized recommendations.
These recommendations highlight the most important issues impacting your business, ranked so you can quickly identify what to fix first across your locations.
Each row represents a specific issue (or category) affecting performance, along with the data and context needed to take action.
NOTE:
Locations with low review scores will not be included in the analysis for recommendations.
How recommendations are ranked
Recommendations are prioritized based on their impact on your Birdeye Score.
High impact → Should be addressed first, as these have the greatest influence on your overall performance
Medium impact → Important issues that can drive meaningful improvement and should be addressed after high-impact items
Low impact → Lower-priority issues that can be monitored or addressed over time
Use this field to determine which recommendations to act on first.
Understand each field in the recommendations table
Each recommendation includes the following fields:
Category
The Category (shown under Challenges) represents the type of issue identified, such as:
Price/Value
Drinks
Portion Size
Cleanliness
These categories are derived from customer feedback across reviews and surveys.
Impacted locations
The Locations column shows how many locations are affected by the issue.
You can click the dropdown button next to count to view the specific locations where the issue is most prominent.
This helps you:
Identify whether the issue is localized or widespread
Prioritize fixes for specific regions or stores
Negative mentions
The Negative mentions column shows how frequently this issue appears in customer feedback.
This helps you understand:
The volume of complaints
Whether the issue is increasing or decreasing over time
Insights/explanation
The Insights column provides a detailed explanation of the issue.
It highlights:
Where the issue is most prominent
What customers are saying
Suggested actions to resolve the problem
This gives teams clear context on why the issue matters and how to address it
Progress/tracking state
The Progress column shows whether action has been taken on a recommendation.
Click Start tracking to begin working on a recommendation and track progress over time.
To learn more about creating and tracking actions, refer to the article: How to create and track actions in Insights.
View challenge details
To view detailed recommendations for a specific challenge, hover over the challenge row, click the three-dot menu, and select View details.
This opens a dedicated page for the selected challenge, where you can:
View the sentiment score associated with the challenge.
Review how the sentiment score has changed over time.
Identify the locations impacted by the challenge.
See the number of negative mentions contributing to the issue.
Read AI-generated insights that explain the underlying customer concerns.
Understand the factors that affect sentiment and identify actions that can help improve performance.
This detailed view helps you focus on specific problem areas and better understand how individual challenges are impacting your overall sentiment score.
Share and save recommendations
You can share or save recommendation insights by clicking the three-dot menu in the Recommendations widget or within a specific challenge.
The available options include:
Email – Send recommendation insights to stakeholders directly from Birdeye.
Schedule – Set up recurring emails to automatically share recommendation reports at regular intervals.
Add to dashboard – Save the recommendation widget to a dashboard. When added to a dashboard, the recommendation widget becomes available under Reports, allowing you to track and share performance insights alongside your other business metrics.
You can perform these actions at two levels:
For all recommendations in the widget.
For a specific challenge or sentiment category, such as Food, Price/Value, or Cleanliness.
How to decide what to act on first
To prioritize effectively:
Start with recommendations marked as High impact
Focus on issues affecting multiple locations
Look for categories with high negative mentions
This ensures your team is working on the changes that will deliver the biggest business impact first.
Filter recommendations by location and date
You can refine your recommendations to focus on specific locations or time periods using filters.
Click the filter icon at the top right of the Recommendations screen.
Filter by location
Under Location, select one or more locations to view recommendations specific to those locations.
This helps you:
Focus on region-specific issues
Assign actions to the right teams or stores
Filter by date range
Use the date filter (for example, Last 90 days) to analyze recommendations within a specific time period.
You can:
Choose from predefined ranges like Last 7 days, Last 30 days, or Last 90 days, and more.
Set a custom date range by selecting a start date and end date, then clicking Set range
Filter by Hierarchy
If your account uses a business hierarchy, you can filter recommendations and view insights at different hierarchy levels.
Use the Hierarchy filter to switch between available hierarchy levels, such as:
By Location
By Franchise Group
By Regional VP
By Region
This allows you to analyze recommendations, challenges, and performance trends for specific groups of locations rather than viewing data only at the individual location level.
NOTE:
Hierarchy filters are available only if a business hierarchy has been configured for your account. To learn how to configure hierarchy in Birdeye, refer to the article: How can I change the business hierarchy within my account?