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Essential Business KPIs: How to Report on Revenue by Category, Attendance, Retention, and Recurring Revenue
Essential Business KPIs: How to Report on Revenue by Category, Attendance, Retention, and Recurring Revenue
Updated over a week ago

Revenue by Category


How do I find revenue generated by classes?

The Class Analysis report will show you revenue made by all of your classes.

How do I find revenue generated by specific enrollments?

The Cash Report can be filtered by the enrollment category. After filtering the report by the enrollment category each individual enrollment can be selected.

How can I see gift card sales?

The Cash Report can be exported and filtered by the gift cards category.

How can I see total sales?

You can use the Cash Report to see total net sales.

How can I see sales by each plan type?

The plans filter can be used on the Cash Report to view sales by each plan type or "pricing option".

Recurring Revenue

How can I see revenue generated by autopays?

You can use Recurring Revenue total found under the MRR report.

How can I find autopays as a percentage of class revenue?

The total revenue found under the Class Analysis report can be deducted from the Recurring Revenue total found under the MRR report.

How do I find total members for a selected period?

You can use the MRR and select the clients toggle, then filter by plans that grant membership status. Total Clients in period reflects the total number of members for the selected period.

How do I find total plan cancelations for a selected period?

The Plan Gain/ Loss report can be used to view total cancelation for a selected period. Filtered by canceled plans and hover over the canceled column to view the total canceled plans for the selected month and combine the totals from each column together to find total plan cancelations for a selected period.

Attendance Revnue

How do I determine revenue from paid class visits?

Total revenue under the Class Analysis report reflects revenue from paid visits.

How can I see total unique client class visits over a selected period?

The Class Analysis report lists total unique clients.

How can I see the average number of all time visits taken by clients that have only booked with a plan?

You can use the Active Plans report, select active, paused, pending, completed, canceled plan statuses, then export the report. The average of the column Client In Person Check Ins reflect the all time Total Visits for the client. You will want to filter out duplicate clients on this report, then take the average of the Total Visits column. The average of the Total Visits column is the average number of visits taken by clients have have only booked with a plan.

How can I see the average revenue per visit for just classes?

The Class Analysis report revenue total can be divided by the number of total check-ins.

How can I see the average revenue per client for just classes?

The Class Analysis report revenue total can be divided by the number of unique visitors.

How can I find the average numbers of visits per member?

You can use the Active Plans report, select active, paused, pending, completed, canceled plan statuses, then export the report. You will want to filter out duplicate clients on this report, filter by package type and select the plans that grant a membership status, then take the average of the Total Visits column. The average of the Total Visits column is the average number of visits taken by a member.

Retention

How can I find the number of first time visitors over a selected period?

The First Visit report includes the stat unique, first-time visitors.

How can I find the number of first time visits who booked with an intro offer?

The First Visits and Returns report displays the first-visit method, which includes intro offers.

How can I find the number of clients who purchased an intro offer and converted to buy a recurring or non-recurring plan?

This can be found at the bottom of the Intro Offers report under the section Conversion Rates & Revenue.

How can I find my membership conversation rate?

Using the Intro Offers report, filter by all intro offers. At the bottom of the report, the section Conversion Rates & Revenue notes the conversion rate for each type of plan. The conversion rate next to the plans that grand member status reflect your membership conversion rate.


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