Business Health Check

Membership Growth vs Cancellations

Monthly Revenue Trend

Revenue Mix Over Time

At-Risk Members

Monthly Funnel — Month over Month

Key Rates (3+ month cohorts)

Rate Trends Over Time

Current Member Status (snapshot as of today)

Cohort Activation Outcomes

Cohort Detail Table

All-Time Lifecycle Funnel

Cancellation Reasons — All Time

Cancellation Trend by Month

Ask about retention & cohorts

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Revenue Trend by Category

Revenue by Class Type (All-Time)

Revenue by Category — Monthly Trend

Top Instructors — Monthly Trend (Top 5)

Top Instructors by Revenue (All-Time)

Sip by GRO / Retail — Square POS

Square monthly gross + transactions

Top retail items (gross revenue)

Hour-of-day pattern

Day-of-week pattern

Basket size distribution

Device split

ClassPass Revenue * Needs ClassPass data

ClassPass settlement integration required for per-visit revenue, attributed visits, and ClassPass member behavioral analysis.

Ask about revenue

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Attendance Heatmap — Avg % Capacity by Day × Time

Capacity Utilization Trend (Overall)

Utilization by Category — Monthly Trend

Class Performance Table * Profit cols need instructor comp

Underperforming Classes (<40% capacity, 3+ weeks)

    Ask about classes & capacity

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    Avg Customer Lifetime Value
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    Total Members Analyzed
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    CLV Distribution

    Segment Analysis — Activity Segments

    * Behavioral class-type segments (Flow/Strength/Sound) need reservation-level data

    Campaign Performance * Needs marketing platform

    Klaviyo/Mailchimp integration required for email/SMS campaign metrics, open rates, conversions, and revenue attribution.

    Reactivation Funnel * Needs marketing platform

    Win-back campaign funnel (Sent → Opened → Booked → Purchased) requires marketing automation integration.

    Acquisition Source * Needs lead source data

    Stacked bar of new intro buyer sources (Google, Instagram, Referral, Walk-in, ClassPass) requires lead source field + ad platform integration.

    Ask about CLV & segments

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    Revenue Forecast (Membership-Based Model)

    Loading model details...

    Membership Revenue (MRR) Trend

    Membership Growth — New vs Cancels

    Autopay Health

    Failed Payments — Action Required

    Retail Inventory * Sample data — needs Square Inventory API

    Ask about forecasts & inventory

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    🟢 Temporary product deep-dive — single-product analysis of Gro Strong Certification. Green = temporary tab, remove when no longer needed.

    Sales Trend (bars = units sold · line = cumulative revenue)

    Revenue by Price Tier

    Cumulative Buyers Over Time

    Purchases by Day of Week

    By Price Tier

    By Month

    Order Status

    Buyer Quality Are we attracting the best customers?

    Cert buyers joined to retention & membership data. “—” = no matching customer record found.

    Who Bought — Line Items (newest first · refunds in red)

    Metric Definitions & Glossary

    Reference guide for every metric used across the dashboard. Hover over any metric with a ⓘ icon for a quick definition.