Money Move 9 of 9
Review revenue, retention, capacity, and conversion
Close the month by reviewing a small set of defined metrics, the people behind them, and the next operating decision.
How this connects to Dojo Wizard
Use this guide now. Saving actions, lesson progress, and event drafts is available in early access; publishing, ad spend, and payments remain under staff control.
The outcome
The school leaves the review with one 30-day priority and named owners—not a dashboard full of unexplained numbers.
Evidence to review
- Active members, starts, losses, freezes, and quiet-member counts
- Recurring revenue, collected revenue, failed payments, and event results
- Lead-to-trial, trial-to-enrollment, attendance, and class-capacity trends
Run the move
- 1Use a written definition and date range for every metric.
- 2Open the underlying people and transactions before drawing a conclusion.
- 3Compare against the prior period without confusing correlation and cause.
- 4Choose one measurable priority, one owner, and one review date for the next month.
Monthly scorecard
- Metric definitions verified
- Material changes explained with evidence
- Next-month objective assigned
What should and should not be automated
Software can calculate and compare. Owners remain responsible for interpretation, goals, and decisions; estimates must stay visibly separate from collected revenue.