How to interpret the Analytics dashboard
Last updated: August 17, 2026
This guide explains every metric on the Analytics → Dashboards page so you know exactly what each number represents and what data feeds it.
How the dashboard works
The page has three tabs — Finances, Operations, and Leads — that all respect the date range you select at the top. The default is the last 3 months. Every metric is scoped to your organization and recalculated when you change the range, with two exceptions on the Finances tab that always use "right now" (called out below).
Finances — money in, money out, and what's projected
Operations — lessons, students, and staff activity
Leads — sales pipeline activity
Finances tab
Amount received
Sum of all payments recorded in the date range that were applied to an invoice. Includes the payment processing fee, proportionally allocated to each invoice the payment paid down. Based on the date the payment was recorded, not the invoice date.
Projected amount received (next 30 days)
Sum of expected revenue from every scheduled lesson in the next 30 days, calculated per-event using the student's plan, service, and any credits. Uses the same logic as the Events report.
Amount paid out
Sum of all payroll items with a timestamp in the date range (the payDollars field). One number across all staff.
Outstanding credits value
Total dollar value of all active, non-archived credits with remaining uses, calculated as creditValue × uses × duration ÷ 60. Uses the same logic as the Outstanding Credits Report.
Operations tab
Operations metrics are built from lessons (events) and member records. Almost everything here only counts lessons with a status of Occurred — meaning the lesson actually happened. Cancelled, no-show, and not-yet-happened lessons are excluded unless noted.
Upcoming lessons (next 7 days)
Count of all lessons scheduled to start in the next 7 days, regardless of status (private and group). This is the only Operations card that looks at future-dated lessons.
Active students
Distinct count of students who attended at least one lesson (status = Occurred) in the selected date range. A student attending 10 lessons counts once.
New students
Distinct count of members who signed up during the date range AND have at least one enrollment. Members created without any enrollment aren't counted.
Active staff
Distinct count of instructors who taught at least one Occurred lesson in the date range.
Most active staff
The instructor who taught the most Occurred lessons in the date range, plus the count.
Conversion rate
Not yet implemented — shows a placeholder.
Trial students
Not yet implemented — shows a placeholder.
Leads tab
Leads metrics are built from lead cards in your CRM. Every metric on this tab only counts opportunities created during the selected date range — moving an old lead through stages today won't change these numbers unless that lead was also created in the range.
The six possible lead stage categories are: NEW → CONTACTED → TRIAL → ENROLLED → LOST → OTHER. These can be seen in settings in your CRM.
New leads
Total count of opportunities created in the date range, across every stage (NEW + CONTACTED + TRIAL + ENROLLED + LOST + OTHER). This is your top-of-funnel volume.
Leads converted
Count of opportunities created in the range that reached the ENROLLED stage.
Lead conversion rate
Leads converted ÷ New leads × 100. The percentage of new opportunities in the range that ended up enrolled.
Active leads
Count of opportunities in the range that are in any stage except ENROLLED — so NEW + CONTACTED + TRIAL + LOST + OTHER.
Trial requests
Count of opportunities in the range that are in the NEW stage.
Active sales staff
Distinct count of staff members assigned to any opportunity created in the date range, in any stage.
Top performing sales staff
The staff member with the most ENROLLED opportunities (created in the range and assigned to them), plus the count.
This guide explains every metric on the Analytics → Dashboards page so you know exactly what each number represents, what data feeds it, and where labels can be misleading.
How the dashboard works
The page has three tabs — Finances, Operations, and Leads — that all respect the date range you select at the top. The default is the last 3 months. Every metric is scoped to your organization and recalculated when you change the range, with two exceptions on the Finances tab that always use "right now" (called out below).
Finances — money in, money out, and what's projected
Operations — lessons, students, and staff activity
Leads — sales pipeline activity
Finances tab
Amount received
Sum of all payments recorded in the date range that were applied to an invoice. Includes the payment processing fee, proportionally allocated to each invoice the payment paid down. Based on the date the payment was recorded, not the invoice date.
Projected amount received (next 30 days)
Sum of expected revenue from every scheduled lesson in the next 30 days, calculated per-event using the student's plan, service, and any credits. Uses the same logic as the Events report.
Amount paid out
Sum of all payroll items with a timestamp in the date range (the payDollars field). One number across all staff.
Outstanding credits value
Total dollar value of all active, non-archived credits with remaining uses, calculated as creditValue × uses × duration ÷ 60. Uses the same logic as the Outstanding Credits Report.
Operations tab
Operations metrics are built from lessons (events) and member records. Almost everything here only counts lessons with a status of Occurred — meaning the lesson actually happened. Cancelled, no-show, and not-yet-happened lessons are excluded unless noted.
Upcoming lessons (next 7 days)
Count of all lessons scheduled to start in the next 7 days, regardless of status (private and group). This is the only Operations card that looks at future-dated lessons.
Active students
Distinct count of students who attended at least one lesson (status = Occurred) in the selected date range. A student attending 10 lessons counts once.
New students
Distinct count of members who signed up during the date range AND have at least one enrollment. Members created without any enrollment aren't counted.
Active staff
Distinct count of instructors who taught at least one Occurred lesson in the date range.
Most active staff
The instructor who taught the most Occurred lessons in the date range, plus the count.
Conversion rate
Not yet implemented — shows a placeholder.
Trial students
Not yet implemented — shows a placeholder.
Leads tab
Leads metrics are built from opportunities in your CRM. Every metric on this tab only counts opportunities created during the selected date range — moving an old lead through stages today won't change these numbers unless that lead was also created in the range.
The six possible lead stages are: NEW → CONTACTED → TRIAL → ENROLLED → LOST → OTHER
New leads
Total count of opportunities created in the date range, across every stage (NEW + CONTACTED + TRIAL + ENROLLED + LOST + OTHER). This is your top-of-funnel volume.
Leads converted
Count of opportunities created in the range that reached the ENROLLED stage.
Lead conversion rate
Leads converted ÷ New leads × 100. The percentage of new opportunities in the range that ended up enrolled.
Active leads
Count of opportunities in the range that are in any stage except ENROLLED — so NEW + CONTACTED + TRIAL + LOST + OTHER.
Trial requests
Count of opportunities in the range that are in the NEW stage.
Active sales staff
Distinct count of staff members assigned to any opportunity created in the date range, in any stage.
Top performing sales staff
The staff member with the most ENROLLED opportunities (created in the range and assigned to them), plus the count.
Calculation quick reference
Tab | Card | How it's calculated |
|---|---|---|
Finances | Amount received | Sum of payments recorded in range, applied to invoices, including proportionally-allocated processing fees |
Finances | Projected amount received (next 30 days) | Sum of expected revenue across all scheduled lessons in the next 30 days (per-event, using plan + service + credits) |
Finances | Amount paid out | Sum of |
Finances | Outstanding credits value | Sum of |
Operations | Upcoming lessons (next 7 days) | Count of lessons scheduled to start in the next 7 days, any status |
Operations | Active students | Distinct members on lessons with status = Occurred in range |
Operations | New students | Distinct members whose signup date is in range AND who have at least one enrollment |
Operations | Active staff | Distinct staff on lessons with status = Occurred in range |
Operations | Most active staff | Staff with the most Occurred lessons in range, top 1 |
Operations | Conversion rate | Not implemented — placeholder |
Operations | Trial students | Not implemented — placeholder |
Leads | New leads | Count of opportunities created in range, all stages |
Leads | Leads converted | Count of opportunities created in range with stage = ENROLLED |
Leads | Lead conversion rate | Leads converted ÷ New leads × 100 |
Leads | Active leads | Count of opportunities created in range with stage ≠ ENROLLED (includes LOST) |
Leads | Trial requests | Count of opportunities created in range with stage = NEW |
Leads | Active sales staff | Distinct staff assigned to opportunities created in range, any stage |
Leads | Top performing sales staff | Staff with the most ENROLLED opportunities (created in range and assigned to them), top 1 |