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.
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.