Business Health Check
Membership Growth vs Cancellations
Monthly Revenue Trend
Revenue Mix Over Time
At-Risk Members
Monthly Funnel — Month over Month
Key Rates (3+ month cohorts)
Rate Trends Over Time
Current Member Status (snapshot as of today)
Cohort Activation Outcomes
Cohort Detail Table
All-Time Lifecycle Funnel
Cancellation Reasons — All Time
Cancellation Trend by Month
Ask about retention & cohorts
▼Revenue Trend by Category
Revenue by Class Type (All-Time)
Revenue by Category — Monthly Trend
Top Instructors — Monthly Trend (Top 5)
Top Instructors by Revenue (All-Time)
Sip by GRO / Retail * Needs Square data
Square POS integration required for retail transaction data, top SKUs, basket size, and hour-of-day patterns. Currently only Marianatek "Food and Beverage" category is available.
ClassPass Revenue * Needs ClassPass data
ClassPass settlement integration required for per-visit revenue, attributed visits, and ClassPass member behavioral analysis.
Ask about revenue
▼Attendance Heatmap — Avg % Capacity by Day × Time
Capacity Utilization Trend (Overall)
Utilization by Category — Monthly Trend
Class Performance Table * Profit cols need instructor comp
Underperforming Classes (<40% capacity, 3+ weeks)
Ask about classes & capacity
▼CLV Distribution
Segment Analysis — Activity Segments
* Behavioral class-type segments (Flow/Strength/Sound) need reservation-level data
Campaign Performance * Needs marketing platform
Klaviyo/Mailchimp integration required for email/SMS campaign metrics, open rates, conversions, and revenue attribution.
Reactivation Funnel * Needs marketing platform
Win-back campaign funnel (Sent → Opened → Booked → Purchased) requires marketing automation integration.
Acquisition Source * Needs lead source data
Stacked bar of new intro buyer sources (Google, Instagram, Referral, Walk-in, ClassPass) requires lead source field + ad platform integration.
Ask about CLV & segments
▼Revenue Forecast (Membership-Based Model)
Loading model details...
Membership Revenue (MRR) Trend
Membership Growth — New vs Cancels
Autopay Health
Failed Payments — Action Required
Retail Inventory * Sample data — needs Square Inventory API
Ask about forecasts & inventory
▼Metric Definitions & Glossary
Reference guide for every metric used across the dashboard. Hover over any metric with a ⓘ icon for a quick definition.