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Insights - Revenue

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Note: You may have access to the latest version of Insights. For more information on the newest Insights, head to What's new with Insights?

 

The Revenue Insights dashboard provides a comprehensive overview of critical data about your memberships and the retail 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 product type, 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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Billing Projections

This chart shows you a breakdown of your upcoming revenue for the next 4 months. Future revenue includes invoices with a payment due date that is in the future payment due date. Projected revenue is estimated based on the membership renewal date of your athletes' memberships.

For a complete description of how to interpret this graph, check out this help article.

 

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To see the specific invoices associated with this report, check out the Billing Projections (4 Months) Details report immediately below the chart. 

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Note: Includes taxes and discounts   

 

 

Value of Failed Payments 

The view totals up the sum of the revenue for failed payments. You can expect that if a payment fails for the selected time period, the total of the invoice that is due will be included on this list. 

 

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You can take a closer look at these athletes with failed payments by going to the Value of Failed Payments Details report immediately below on the page. 

 

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Value of Expiring Memberships

For a look into the total value of memberships that are set to expire this month, head here. This view will provide you with the total monthly revenue value of expiring memberships.

 

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If you take a look at the Value of Expiring Memberships Details report further down on the page, you can view the list of athlete names and information about the memberships that are expiring. 

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

  

 

Monthly Revenue by Product Type (4 Months)

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.

 

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To view the details of what was purchased, check out the Revenue Details report at the bottom of the page. 

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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.

 

 

Revenue & Unit Count by Product

This chart shows the retail items sold during the time period selected. It includes a bar graph of the sum of the total revenue collected and a line graph showing the quantity sold for each product.

 

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To view the details of what was purchased, check out the Revenue Details report at the bottom of the page. 

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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.

 

Tip: This chart pulls revenue data from Paid or partially refunded invoices. Refunded or unpaid invoices are not counted.

 

 

 Top Retail Customers

Get a bird’s eye view of your top retail customers! In this view, you'll see a list of your highest grossing retail customers, including their name, email and gross revenue you earned based on the products they purchased during the selected time period. 

 

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

 

 

Average Retail Spend

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

 

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

 

 

Self Service POS Revenue

This display shows the revenue from Self-Service Point of Sale purchases in the selected time period. 

 

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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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