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Pike13 Insight Dashboard

The color-coded Insights Dashboard provides a high-level overview of your business’s health, highlighting areas that are performing well or require immediate attention.

In this article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ❌Essential
  • User Roles: ✅Primary Owner, ✅Owner, ❌Manager, ❌Staff, ❌Limited Staff

The Insights Dashboard

The Insights Dashboard provides a high-level overview of your business’s health. Using a color-coded system, the dashboard highlights which areas are performing well and which require your immediate attention.

  • Prioritize with Color: Items in red indicate areas needing urgent follow-up, while green indicates positive performance.

  • Drill Down: Click any tile to see detailed lists and individual records.

  • Custom Filters: Refine your view by adding filters to isolate the data that matters most to your current goals.

Revenue & Financial Health

Stay on top of your cash flow by monitoring transactions and identifying missed revenue opportunities.

  • Collected (Last 7 Days): A daily breakdown of all successful transactions.

  • Refunds (Last 7 Days): Monitor refund trends to identify where staff coaching or policy changes may be needed.

  • Past Due Invoices (Last 7 Days): Identify clients with outstanding balances to prompt a friendly follow-up.

  • Failed Transactions (Last 7 Days): Track payments that failed due to expired cards or insufficient funds so you can collect payment quickly.

  • Unpaid Visits (Last 7 Days): Lists visits where a client attended without a valid plan or pass.

Growth & Lead Management

Focus on these tiles to welcome new members and ensure a great first impression.

  • New Clients (Last 7 Days): View everyone who recently joined your Pike13 site. Use this to send "Welcome" messages or requests for feedback.

  • First Visits (Upcoming 7 Days): Identify clients attending their very first session. Alert your staff so they can provide extra care and guidance.

  • First Memberships (Last 7 Days): Track your newest committed members and thank them for their investment.

Retention & Engagement

Protect your bottom line by checking in with clients before they churn.

  • Recent Visits (14–28 Days Ago): Identify clients who haven't been in for a few weeks to re-engage them before they drop off.

  • Expiring Memberships (Next 28 Days): See who is nearing the end of their commitment. Reach out with renewal incentives to secure future revenue.

Operations

Ensure your data is accurate and your business rules are being followed.

  • Unconfirmed Attendance (Last 7 Days): Critical for Payroll. Review events where attendance wasn't finalized. (Note: Payroll records are only generated once attendance is confirmed).

  • No Shows (Last 7 Days): Track missed appointments to determine if you need to enforce late-cancel fees or deduct credits.

  • Late Cancellations (Last 7 Days): Monitor clients who frequently cancel after the deadline to see if a different schedule or a check-in on their goals is necessary.