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Get a high-level overview of KPIs for fitness or wellness businesses, tracking sales, revenue, and client engagement by date range.

Updated over 2 weeks ago

Business Insights for Fitness & Wellness

Get a high-level overview of your fitness or wellness business performance by tracking key metrics like sales, revenue, and client engagement within a customizable date range. This helps you make informed decisions and optimize your business operations.


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Key Metrics Overview

Gain insights into your business's overall performance with key data points related to revenue, memberships, prospects, and marketing.

  • Sales Funnel:
    Track the customer journey, identifying key drop-off points to improve your sales conversion process.

  • Prospect Trends:
    Observe weekly acquisition patterns to optimize outreach and identify high-conversion periods.

  • Class Utilization:
    Track the percentage of filled class spots to assess resource usage and identify opportunities for class capacity optimization.

  • Adjustable Date Range:
    Flexibility to analyze your metrics for any time frame, providing both short-term and long-term insights into your business performance.


Qualified and Non Qualified Prospects

This dashboard allows you to filter metrics by qualified or non-qualified prospects.

  • Qualified Prospect:

    Prospects who can be converted from a prospect to a member.

  • Non-qualified prospect :

    Prospects using third-party services such as ClassPass or Blit Rewards etc..


Task and Messaging Dashboard

This dashboard helps you monitor your task management and communication efforts to assess productivity and outreach effectiveness.

  • Task Metrics:

    • Total Tasks: The total number of tasks generated by the system for AI and Staff.

    • Open Tasks: Tasks are past due or upcoming.

    • Completed Tasks: Tasks (both AI and staff) that have been completed.

    • Skipped Tasks: Tasks that were skipped within the system pass their due date.

  • Message Metrics:

    • Track usage of different communication channels, including SMS, email, and upcoming phone call tracking.

  • Performance Trends:
    Get a weekly breakdown of completed tasks and messages sent to monitor outreach efficiency.

  • Adjustable Date Range:
    Analyze task and messaging data for specific periods to see trends and adjust strategies accordingly.


Prospects and Members Dashboard

This dashboard provides a comprehensive view of your sales pipeline, allowing you to track new prospects, evaluate their behavior, and optimize your marketing efforts.

  • Total Profiles:
    A profile represents any individual who has interacted with the system, including prospects who later became members.

  • New Profiles:
    This includes both new prospects and new members created during that time frame.

  • Total Prospects:
    This reflects potential clients who have shown interest but have not yet become members.

  • New Prospects:
    Once a prospect becomes a member, they are no longer counted in this total.

  • Prospect Type Breakdown:
    Categorizes prospects based on type (e.g., ClassPass, New Lead, Missed Sale) and displays the number of prospects in each category for the selected time frame.

  • Referral Source Breakdown:
    Shows the number of new prospects referred from different sources (e.g., Website, Mobile App, Local Facebook) within the selected date range.

  • Total Active Members:
    The total number of active members.

  • Member Gain:
    The total number of new members acquired within a specific period.

  • Member Churn:
    The number of members who cancel or do not renew their membership within a specific period.

  • Net Member Gain:
    The total number of members gained minus the number of members lost (cancellations or expirations) during the same period.
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By regularly reviewing these metrics, you can stay informed about your business's performance, identify opportunities for growth, and adjust your strategies to ensure continued success.

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