The Insights dashboard is a real-time, centralized view of your studio’s most important metrics so you can make smarter, faster decisions without digging through multiple reports. Use it to monitor trends, identify opportunities, and take action quickly, all within the platform.
The Insights Dashboard is currently in early access and will become available to everyone soon.
Access the dashboard by clicking on Reports.
Filters
Date
The Date filter has the following pre-loaded options:
Today
Yesterday
Last 7 Days
Last 30 Days
Last 90 Days
Custom Range
After selecting the date, you have the option to select a Compare To date. This will update the dashboard to compare data across the timeframe. Options include:
Preceding period
Same period last year
Custom range
Location
Click Filter to access the location filter, which allows you to view data for any region or location to which you have access. By default, the dashboard will review data for all locations.
Date and Location filters apply to the entire dashboard.
Key Performance Indicators
For each KPI, you will see the following:
Total: Based on date filter
Comparison Number
Tooltips: Details on how the number is calculated
Report Shortcut: Click on the tile to access the report
KPI visibility is based on the permissions assigned to your user role. If you don’t have access to the report, the KPI will not appear.
Sales
Total of all sales
Excludes taxes for the USA and Canada
Includes taxes for the UK, Australia, Europe, and Japan
Does not include refunds
Based on the transaction date and time, the local time of the locations selected
Linked to the Orders Local Time Report
Active Memberships
Total memberships that were active for at least one day in the selected period
If the customer has two active memberships, both will be counted
Linked to the Membership Summary Report
Intro Offers Sold
Number of Intro Offers sold
Credit Packages and Membership Contracts
Linked to Intro Offer Conversion Report
Attendance
Total number of reservations checked in
Canceled, no-show, and pending do not count
Linked to the Reservations Report
First Visits
Percentage of checked-in reservations from first-time visitors
Linked to First Timer Report
Class Utilization
A measure of how full your classes are on average during the period
For classes happening today, checked-in and pending reservations are counted
Linked to Utilization Report
Graphs
Membership Bar Graph
All active, inactive, and frozen memberships for each period
Linked to Business Performance Dashboard
Sales Revenue Bar Graph
Total revenue by product type for the selected period
Each color represents a type
Linked to Business Performance Dashboard
Membership by Category Donut Graph
Inner loop: Total revenue for the period
Hover over the ring to show the total revenue for that contract
Ring: Contracts and their percentage of revenue total
Limited to the top five contracts and other category
Class Performance
Class type performance based on the period selected
Displays
Utilization
Attendence
No shows
Late cancels
Linked to Utilization by Class Type
