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Trailhead · User Journeys

Accesses & Landowners

How a physical crossing, a dated landowner agreement, and a real field event become traceable financial responsibility — without asking guides to perform accounting or turning Trailhead into the payment ledger.

Accesses workspace

Use each table for one management question

Accesses connects commercial commitments, field use, fishing capacity, pressure, and financial follow-through. The four views share season and agreement evidence, but each one has a different job.

The four views

1

Overview

Are we using each access as intended, and what needs attention?

Compare used days, rod-days, target pace, rod capacity, season cost, cost per rod-day, beat pressure, and deterministic alerts.

Primary users
Operations and management
Signals
Usage · target · capacity · cost · pressure · status
2

Finance

What did each agreement cost this season, and what still needs financial action?

Review one row per seasonal or daily agreement with scoped usage, actual cost, linked bills, payments, open balance, and an explainable financial state. Continue bill or payment work in SettleWise.

Primary users
Authorized financial reviewers, Operations, and management
Signals
Agreement · usage · cost · bills · payments · balance
3

Agreements

What commercial commitments exist, and are they ready?

Review the access, landowner, commercial terms, agreement payment cadence, validity, season cost, and readiness status. Operational performance stays in Overview.

Primary users
Operations and management
Signals
Owner · terms · cadence · validity · season cost · readiness
4

Activity

Which field events explain the totals?

Trace dates, lodges, guides, Programs, crossings, clients, rods, and generated charges. Use Activity to verify why an Overview or Finance value changed.

Primary users
Operations and authorized financial reviewers
Signals
Event evidence · guide · lodge · rods · charge

How the Overview metrics relate

No single ratio explains access performance. Frequency, rods, capacity, target, cost, and pressure answer different questions.

Used days

distinct days with recorded access activity

How often guides used the access during its available season.

Rod-days

sum of fishing rods using the access each day

The primary usage unit. Two clients fishing for one day create two rod-days.

Average rods per used day

rod-days ÷ used days

Whether frequent visits are carrying the expected number of fishing clients.

Rod capacity utilization

actual rod-days ÷ available rod-days across all linked beats

How much of the access's fishable capacity was consumed. An access may serve more than one Beat.

Target pace

actual rod-days ÷ season-adjusted target rod-days

Whether the access is being used as the business intended—not whether theoretical maximum capacity was reached.

Cost per rod-day

season access cost ÷ actual rod-days

What each delivered client fishing day costs. With zero rod-days, the rate is not computable and cost remains visible.

Beat pressure

separate Field Knowledge signal at Beat level

Shows where fishing pressure is building. It informs redistribution but is never blended into utilization or cost.

Rules that prevent the wrong conclusion

  • An Access is a reusable crossing or entry record. Several lodges may use it; lodge is a relationship and filter, not ownership. There is no special BTBC Access flag.
  • Target attainment and capacity utilization are different. An Access can be below maximum capacity while still meeting its commercial target.
  • Payment dates exist only on season-amount agreements. They are readiness and attention metadata, do not measure performance, and never create or pay a bill automatically.
  • Payment cadence belongs to each usage-priced agreement, not to the owner. Owner balance supports weekly, every-two-weeks, monthly, or manual cadence; Guide pays at access has no owner-balance cadence.
  • The table exposes deterministic facts and alerts. The assistant may explain relationships and suggest investigation, but it must not invent missing activity, capacity, targets, or pressure.

Three management lenses

Tincho · Operations

Usage distribution, target pace, low occupancy per visit, unused Beats, and pressure imbalance.

Start in Overview, verify in Activity.

Benja · Management

Season exposure, cost per rod-day, comparison across Accesses, and the future relationship with bed-nights.

Start in Overview, confirm terms in Agreements.

Authorized financial reviewer

Owner obligations, charge evidence, settlement readiness, and the SettleWise handoff.

Start in Finance, trace through Activity, and continue settlement in SettleWise.

Alerts worth acting on

  • Unused Access: No recorded guide activity after a meaningful portion of the available season.
  • Below expected pace: Actual rod-days are materially behind the season-adjusted target.
  • Low rods per used day: Guides use the Access frequently but bring fewer fishing clients than expected.
  • Partial Beat utilization: The Access serves several usable Beats, but recorded activity concentrates on only part of them.
  • High cost per rod-day: Usage is too low for the season cost when compared with the agreed threshold or comparable Accesses.
  • Usage imbalance: One Access is underused while comparable Accesses or suitable nearby Beats show high pressure.
  • Declining usage: Current-season utilization is materially lower than a comparable prior period.

What the assistant adds

Use filters and table alerts to establish the facts first. The assistant then combines those facts into a richer, source-grounded conclusion.

“Access A is at 42% of expected rod-days despite two available Beats. Guides used it on 60% of available days but averaged only 1.2 rods per used day. A comparable Access is under high Beat pressure. Consider redistributing suitable trips.”