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

    Avg Customer Lifetime Value
    Total Members Analyzed

    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)

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    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.