The Insights module gives you a detailed view of your sales data and helps you analyze revenue and revenue sources. Follow this guide to navigate and understand the reports.
Navigate to Sales Insights
Go to Dashboard.
Find the Insights section in the menu.
Select Sales to access sales data.
Set a desired period by selecting a From date and To date (e.g. 01/01/2024 to 12/31/2024).
Sales Data & Metrics
1. Monthly Revenue
Displays the revenue based on payments made in the given period.
2. Monthly recurring revenue
Displays payments from recurring memberships.
3. Monthly average recurring revenue per member
Calculated as payments from recurring memberships divided by the number of active members for those memberships.
4. Member Lifetime Value (LTV)
Shows the value of a member throughout its membership lifetime.
Calculated as the sum of all payments divided by the number of active members. Drop-in memberships are excluded.
5. Monthly average revenue per member
Shows the average of membership payments per member per month.
Revenue by category
Memberships
Monthly revenue from membership fees.
Monthly revenue from campaigns.
Monthly revenue from punch cards.
Monthly revenue from Drop-In memberships.
Additional services
Monthly revenue from personal training.
Monthly revenue from fines.
Products
Monthly revenue from the sale of products.
Revenue from products by category.
How is the data used?
Identify trends: Analyze monthly fluctuations in revenue to understand seasonal patterns.
Understanding member values: Use LTV (lifetime value) to evaluate how much a typical member contributes financially.
Focus on growth areas: Compare revenue from different categories, such as personal training and products, to find areas with growth potential.
If data is not displayed
If the sales data is not visible, it may be due to:
No payments are recorded in the selected period.
Incorrect filtering or period length.
Check the settings and try selecting a wider time period or adjusting the filters.
Have questions?
If you need help navigating or understanding your sales data, please feel free to contact us.