The Insights dashboard is a 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 dashboard data updates every 20-30 minutes, giving you real-time accuracy.
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. Filters on the dashboard will be carried over to 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 - excluding taxes
Refunds are accounted for in the total (based on the refund date, not the original order date.
Based on the transaction date and time, the local time of the locations selected
Linked to the Orders Local Time Report
Active Memberships
Number of memberships that were in active status as of 11:59 pm (local time of where each membership was purchased) on the last day in the date range
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
If an intro offer has been refunded, it will be removed
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
When location filters are applied, counts first-time visits within the selected location(s)
EX: A consumer who has visited Location A before and visits Location B for the first time
Filtered by Location B only → counted as a first visit
Filtered by both Location A and B → not counted as a first visit
Linked to First Timer Report
Class Utilization
A measure of how full your classes are on average during the period
Sum of the checked-in reservations divided by the sum of the total capacity of the classes
Hold spots are accounted for.
EX: If the room has a layout capacity of 30 but 3 spots are on hold, the capacity will be taken as 27.
Classes with 0 attendance will be used when calculating utilization
For classes happening today, checked-in and pending reservations are counted
Linked to Utilization Report
Graphs
Membership Trend Bar Graph
Shows membership counts by status:
Active
Ended (canceled and terminated)
Frozen
Other (payment failure, pending, penalty fee failure)
Linked to Membership Summary Report
Sales Revenue Bar Graph
Total revenue by product type for the selected period
Excludes taxes
Top 5 highest revenue categories, and the rest are grouped in other
Each color represents a type
Linked to Sales by Product Type Report
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 categories
Class Performance
Class type performance based on the period selected
Displays
Utilization
Attendence: Check-ins only
No shows: Penalty and grace no shows
Late cancels: Penalty and grace cancels
Linked to Utilization by Class Type Report
