Read operational reports

Open Reports and choose 30 days, 90 days, or 1 year. New members, check-ins, and recorded pro-shop revenue compare that rolling window with the equally long period immediately before it.

Use one window consistently in a meeting so the team does not compare totals drawn from different periods.

Active members and Total members come from current roster statuses. Open leads exclude won and lost records, while Prospects counts member records still in the prospect lifecycle state.

New members shows records created in the selected period and provides the names behind the total.

Check-ins compares recorded attendance with the previous period. A reservation alone is not a check-in and does not increase this metric.

Quiet members are active members established for at least 14 days with no attendance during the last 14 days. Open the named member records and assign a respectful follow-up instead of treating the count as a cancellation prediction.

Active subscriptions counts membership records currently marked active. MRR adds their plan amounts and normalizes annual plan prices to a monthly figure.

Use MRR as an operating estimate, not cash received. Confirm invoices, discounts, taxes, fees, refunds, disputes, reserves, and payouts in the school’s Stripe account and accounting system.

People to follow up with combines past-due billing, quiet active members, and trial students. Open each member record to review the evidence before contacting anyone.

Assign an owner, next action, and due date outside the report. Revisit the same period at the next operating meeting to see whether the underlying records changed.