The data in Insights is pulled from your data in Mariana Tek. The chart below shows which reports populate data into your Insights dashboards.
Insights Dashboard Mariana Tek Report
Total Sales Summary | Rolled up view of the Sales > Orders report
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Credit Sales Summary | Sales > Orders. Filter on Product Type for Credits |
Membership Sales Summary | Sales > Orders. Filter on Product Type for Memberships |
Services vs Products | Sales > Orders. Services are defined as Product Type = Credit or Membership, Products are all other Product Types not including Fees and “Custom” |
Expiring Memberships | This is a custom report, not available in MT. Memberships that are expiring are aggregated by location. |
Frozen Memberships | Marketing > Frozen Memberships |
Single Visit Clients | Utilization > Reservations, filtered based on the calculated date range (30/60/90 days), where only one check in has occurred during that time frame
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No Next Visit | Utilization > Reservations, filtered based on the last visit. |
Visits Summary | Visits come from Utilization > Reservations, where the status is checked in. |
New New Memberships | New Memberships comes from Marketing > Membership details, using the Purchase Date field (available only on the export)
Terminated/Canceled comes from Marketing > Membership details, using the “Cancel Initiated On” date field (available only on the export)
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MT Report Base | Finance > Membership Recurring Fees Forecast - Details |