Welcome to the Metrics Reference Guide, where you’ll find clear definitions for all the key metrics on our platform. This guide compiles the tooltips available throughout the platform into one document, making it easy to reference any metric at any time. If you’re looking for straightforward explanations of the data points in your dashboard, you’re in the right place.
Whether it's Active Members, Low Engagement, or MTD Billing, every metric is defined here to help you understand exactly what the numbers represent.
Opportunities View
Re-engage At-Risk Members
Unlimited and Paid-in-Full members with an Engagement Score of 60 or lower
Re-Assess Goals for Low Engagement Members
Unlimited and Paid-in-Full members with an Engagement Score between 57 and 75
Review Suspension Notes
Members currently on Suspension
Send Return from Suspension Welcome Back Text
Members with a Suspended status that have a next visit booked
Members with < 2 visits in last 7 days
Unlimited and Paid-in-Full members with <2 Visits in the Last 7 Days
Sell Trial
Leads who have not yet made a purchase at your studio, excludes Affiliate leads (ClassPass, Gympass etc.)
Trialers without a Visit
Clients on an active Trial service who have 0 visits
Offer for Trialers with 3+ Visits
Clients on an active Trial service who have 3 or more visits
Feedback from Trialers with < 3 Visits
Clients who have completed a Trial within the last 30 days, but had 3 or fewer visits
Active Trialers who Visited Recently
Clients on an active Trial who visited within the last 2 days
Book Class for Trialers who Have Not Visited Recently
Clients on an active Trial who's last visit was more than 2 days ago
Resell Expiring Contracts
Paid-in-Full Members with contracts expiring in the next 60 days
Resell Class Packs Expiring Soon
Class Pack clients with 3 or fewer classes remaining
Resell Expired Class Packs
Class Pack clients with 0 classes remaining
Send Cancellation Capture Survey
Members with a Terminated status who have cancelled within the last 14 days
Check-in with Habitual Late Cancels
Clients who have more than 4 Late Cancels/No Shows within the last 30 days
Review Rolling 30 Class Utilization
Number of classes by time of day, day of week, and staff that had less than 50% occupancy within the last 30 days
Studio Dashboard
Hot Leads
Clients that have created a Mindbody profile with your studio within the given period (Excludes GymPass, ClassPass, and Drop-ins)
Gross Leads
Clients that have purchased a trial or visited a class in your studio for the first time within the given period, regardless of when their profile was created (Excludes GymPass, ClassPass, and Drop-ins)
Total Booked
Of the Total Leads, the number of leads who have booked a visit in the given period
Leads with a Visit
Of the Total Leads, the number of leads who have at least one visit in the given period
Total Memberships
Of the Total Leads, the number of leads that have purchased a subscription/autopay membership in the given period
Lead to Booked
Percentage of leads that booked a class
Lead to Visit
Percentage of leads with a visit
Lead to Membership
Percentage of leads that converted to a membership
Booked to Visit
Percentage of Leads booked with a visit
Visit to Membership
Percentage of leads visited that converted to a membership
Affiliate Clients
The number of affiliate clients (ClassPass, Gympass, or Drop-In) that have booked a class or visited your studio for the first time within the given period
Active Members over Time
Total of Active Members over Time
Active Membership Mix
The sum of Active Autopay Members plus Active Class Packs in the given period
Active Members
Number of unique clients with an "Active" status and a membership service in the given period Membership sales include all contract sales, excluding complimentary and influencer contract sales, including paid in full services
Active Class Packs
Number of unique clients on an active class pack service
Cancellations
Number of unique clients that have had a contract cancelled and client status updated to "Terminated" within the given period
% of Cancellation
Number of unique clients that have had a contract cancelled and client status updated to "Terminated" within the given period divided by number of unique active clients with a membership sale in the given period (Active Members)
Suspended
Number of unique clients with a "Suspended" status and a membership service in the given period Membership sales include all contract sales, excluding complimentary and influencer contract sales
% Suspended
Number of unique clients are suspended divided by number of unique active clients with a membership sale in the given period (Active Members)
Low Engagement
Unlimited and Paid-in-Full members with <2 Visits in the Last 7 Days
% Low Engagement
Unlimited and Paid-in-Full members with <2 Visits in the Last 7 Days divided by number of unique active clients with a membership sale in the given period (Active Members)
At-risk Clients
Unlimited and Paid-in-Full members with an Engagement Score of 60 or lower
% At Risk
Unlimited and Paid-in-Full members with an Engagement Score of 60 or lower divided by number of unique active clients with a membership sale in the given period (Active Members)
Declines
Number of unique clients with status 'Declined' and a visit within the last 30 days
Balances
Number of unique clients with an Account Balance currently
Total Revenue
Sum of revenue generated from all Contract, Product, and Services sales for a given period (Unlimited Autopay Revenue + Limited Autopay Revenue + Class Pack Revenue + Late Cancel/No Show Revenue + Other Revenue), with a comparison to the previous period
Average Billing per Member
The Autopay revenue value, including Unlimited and Limited Autopays, for the given period divided by the Active Members for the given period
Unlimited Autopay
Sum of revenue generated from all Unlimited contract sales for a given period, with a comparison to the previous period
Limited Autopay
Sum of revenue generated from all Limited contract sales for a given period, with a comparison to the previous period
Class Packs
Sum of revenue generated from all Class Pack sales for a given period, with a comparison to the previous period
Late Cancel/No Show
Sum of revenue generated from all late cancel and no show fees processed for a given period, with a comparison to the previous period
Paid In Full
Sum of paid in full revenue for a given period, with a comparison to the previous period
Other Revenue
Sum of revenue generated from all Product and Services sales for a given period, with a comparison to the previous period
Account Balances
The sum of all outstanding client account balances
Class Pass
Total number of ClassPass visits in the given period multiplied by affiliate revenue per visit
Revenue Performance over Time
Total Revenue over time by service type. Projected revenue is an estimate based on the current month's total
Rolling 30 days
Sum of all sales revenue for the trailing 30 days, excluding taxes, and with a comparison to the previous period
MTD Billing
Sum of all sales revenue month-to-date (MTD), excluding taxes, and with a comparison to the previous month-to-date
MTD Average Billing Per Day
Sum of all sales revenue month-to-date (MTD), excluding taxes, and with a comparison to the previous month-to-date
Daily Attendance
Visit count across all classes over a given period
Visits By Class
Visit count across all classes over a given period
Detail by Studio
A breakdown of visit count across all classes over a given period, by studio
Daily Snapshot
Total New Members - This Period
Count of new members for the given period, regardless of when the client’s profile was created Membership sales include all contract sales, excluding complimentary and influencer contract sales, does not include reactivations
Total New Members - Previous Period
Count of new members for the previous period, regardless of when the client’s profile was created Membership sales include all contract sales, excluding complimentary and influencer contract sales, does not include reactivations
# New Leads
The number of clients that have created a profile with your studio since the first day of the given period
# of Trial Purchasers
Of the New Leads, the number of clients that have also purchased a trial in the given period
# Trials Attended
Of the Trial Purchasers, the number of clients that have at least one visit in the given period
# of Trial Conversions to Member
Of the Trials Attended, the number of clients that have converted to a subscription/autopay membership in the given period
Lead Sources
The "Referred By" value from Mindbody for the New Leads
Leads Without Purchase (Rolling 30 Days)
For the previous 30 days, a list of clients that have created a profile with your studio (New Leads), but have not made a purchase
Active Members
Number of clients with an "Active" status and a membership service in the given period Membership sales include all contract sales, excluding complimentary and influencer contract sales
Churn
Number of clients that have had a contract deleted within the given period (Cancellations), divided by the number of active clients with a membership sale in the given period (Active Members)
Suspended Members
Number of clients with a "Suspended"status
Cancellations
Number of clients that have had a contract terminated within the given period
Clients with balances
Number of clients with an Account Balance owing in the given period
Clients with declines
Number of clients with status "Declined" and a visit within the last 30 days
Utilization
Total Visits divided by Total Capacity
Total Visits
Number of client visits within the given period, excludes No Shows and Late Cancels
Total Capacity
Number of total possible visits within the given period, based on maximum class capacity for each class
Average Trialer Visits
In the given period, the number of trialers who have visits divided by the total number of trialer visits
Trialers Attended
In the given period, a list of classes that have been attended by clients on a trial service
Trialers Booked
A list of upcoming visits that have been booked by clients on a trial service
Class Packs Expiring Soon
A list of clients on 5 Classes, 10 Classes, or 20 Classes with 3 or fewer remaining
Absent X Days
Lists of "Active" clients that have not had a visit in X days, lists exclude trialers, comp memberships, trainers, free classes, and drop-ins, but do include class pass clients, and X/per week clients
Upcoming Milestones
A list of "Active" clients that are within 7 visits of the visit milestone
Clients
Engagement Score
A score of client engagement that takes into account month-over-month visit cadence, total visits, late cancels/no shows and client status
LTV
Lifetime total of all client sales