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Financial Analytic Dashboard

Your financial data and trends as visual insights and reports

The Financial Analytics Dashboard gives you a quick overview of your business's financial performance and trends. Use it to monitor revenue, track membership sales, and identify trends over time.

Filtering the Dashboard

You can refine the data shown on the dashboard using two filters:

  1. Date Range — Choose from preset date ranges (i.e., today, last week, MTD, etc.) or choose a customized date range.

  2. Membership Plan — Filter results to one or more specific membership plans.

Dashboard Metrics

1. Monthly Recurring Revenue (MRR): A comparison of projected vs. actual monthly recurring revenue, broken into three categories:

    • Paid: Successfully collected recurring payments.

    • Past Due: Failed or overdue recurring payments.

    • Scheduled: Upcoming pending recurring payments.

Tip: Select the MRR graphic to view a detailed transaction breakdown, export the data, or create an email group based on transaction status.

2. Gross Sales vs. MRR: A monthly comparison of new membership sales (Initial, Prorated, and Administrative Fee charges) versus core recurring revenue (Paid, Pending, and Failed).

3. Revenue by Membership: Total potential revenue for each membership plan within the selected period, including New Purchase, Past Due, and Scheduled payments.

4. Gross Revenue: Total successfully collected revenue from all sources — memberships, fees, and more — within the selected period.

5. Revenue Average / Member: The average amount of successfully collected revenue per unique paying member during the selected period.

6. Highest Earning Plan: The membership plan that generated the most total potential revenue (Paid + Past Due + Scheduled) during the selected period.

7. Administrative Fee: The total transaction fees charged by your payment processor for all successful payments in the selected period.

8. Sales Tax: Total sales tax collected on successful membership and fee payments in the selected period.

9. Refunds Issued: Total amount of successfully processed refunds issued during the selected period.

Exporting Financial Analytics

You can export a summary and full transaction list from the Financial Analytics Dashboard. Select Filter Plans to choose which memberships to include, then select Export to Excel.

The exported file includes the following sheets:

Summary and Transactions

  • A full overview of all dashboard metrics, including value and trend percentages, a month-by-month breakdown of Gross Sales alongside Monthly Recurring Revenue, and a complete transaction log for the selected period.

  • Transaction details include date, member name, membership plan, amount, tax, administrative fee, status, and payment type.

MRR Breakdown

  • All transactions connected to an auto-charged payment, organized in two sections.

  • The MRR Summary shows totals broken down by payment status (Paid, Past Due, and Scheduled) with both amount and percentage.

  • The MRR Details list covers every applicable transaction, including scheduled date, member name, amount, status, and membership plan.

Revenue by Plan

  • Transaction metrics grouped by membership plan, showing Paid, Past Due, Scheduled, and Total amounts for each plan, along with a full list of associated transactions including date, amount, and membership plan.