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Insights - Revenue

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The Revenue Insights dashboard provides a comprehensive overview of critical data about the products you are selling at your gym. Revenue Insights allows you to view revenue reporting specific to your product sales, like a breakdown of your monthly revenue by products, a list of your top retail customers, and much more!  

 

To get started, head to Insights > Revenue and select the location and the date range you would like to view.

 

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Revenue & Unit Count by Product

 

This display will show you your top 5 retail items sold in the past month, which includes a bar graph of  the sum of the total revenue collected and the quantity of items sold for each product.

 

You can click into each section of the graph to get a closer look into the detail of the product sold, like the name of the purchaser and the date it was purchased.

 

Note: The purchase of store credit will not be included. If the store credit is used to purchase a product, then the value of the product purchased with store credit will be counted towards your revenue on this graph.

 

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Tip: This chart pulls revenue data from Paid or partially refunded invoices. Refunded or unpaid invoices are not counted toward this graph but the drill down view will show you more details like the revenue sum of any refunds.

 

Accounts Receivable

 

This graph shows a breakdown of upcoming revenue based on the due date of invoices.. For a complete description of how to interpret this graph, check out  this help article.



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Notes: Includes taxes and discounts  

 

Monthly Revenue by Product Type

This chart allows you to compare your merchandise sales over the last 4 months.

The revenue totals include the sum of all paid and partially refunded retail invoices.

You can click into each individual product graph to view the payment by date, time, week, OR click ‘Show All’ to drill down by each invoice detail and a list of the athlete’s names who made the purchases!

 

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Note: The purchase of store credit will not be included. If the store credit is used to purchase a product, then the value of the product purchased with store credit will be counted towards your revenue on this graph.

 

You can also explore this look by week by selecting 'by Payment Adjusted Week', and you will have a bar chart for each week with the distinct product types. You can also look by date by selecting 'by Payment Adjusted Date' and you will have a bar chart, with a bar per day.

 

Top Retail Customers

 

Get a bird’s eye view of your top retail customers! In this view, we’ll provide you with the top 3 athletes along with their name, email and gross revenue you earned based on the products they purchased in the current month.

Note: Only product purchases are counted toward the gross revenue.

Tip: The column for Gross Revenue  total all invoices in status Paid, Unpaid or Partially Refunded.  

 

Average Retail Revenue

 

Get a high level look into the average dollar amount you are earning for retail items.

Note: Only product purchases are counted toward the average retail amount.

 

Self Service POS Sales

 

Get a closer look into your retail to see, at a glance, how retail items are selling when items guests check out on your self service POS.

 

Tip: The column for Gross Revenue  total all invoices in status Paid, Unpaid or Partially Refunded but does not count full refunds.



Value of Expiring Memberships

 

For a clean look into the total value of memberships that are expiring, head here. This look will provide you with the total monthly revenue value of expiring memberships.  If you click into the look, you can drill down to view the list of athlete names and their membership that is expiring for the current month. Also included is the athlete’s email address, so you can easily grab their contact info to contact them about their expiring memberships.

 

Note: Athlete that has a new membership set to start in the future are excluded from this list.

 

Value of Failed Payments

 

The view totals up the sum of the revenue for failed payments in the past month. You can expect that if a payment fails for the given month, the total of the invoice that’s due will be included on this list. You can take a closer look at this athletes by clicking the number.

 

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Note: This view will filter invoices with a payment due date within the month but past failed invoices will not be included. For example, if you have a failed payment associated with an invoice with a payment due date of 2 month ago, the values won't appear in this look



Expiring Credit Cards

 

Use this view to see who has an expiring payment method. Look below to view a list of athletes who have an expiring credit card next month, along with their member since date and credit card expiration  date!

 

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Note: A member will only appear on this list if they do not have another payment method on file.

 

IMPORTANT:

  • Managers and Coaches do not have access to Revenue insights. 

***Insights Revenue is not accessible on the Engage package but is available on our Grow and Promote packages. If you're interested in upgrading your subscription, email us at support@wodify.com.***

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