Pike13 Insights

A Snapshot of Your Business Performance

The Insights dashboard offers a streamlined view of your key performance indicators, enabling you to quickly identify areas requiring immediate attention. With a user-friendly design that employs red and green colors, you can easily prioritize your follow-ups—addressing critical issues marked in red first.

Key Features of Insights

Collected in the Last 7 Days
Monitor daily transactions over the past week. Click the tile to drill down into specific transactions for detailed insights.

Refunded in the Last 7 Days
Track daily refunds for the last week. Understanding trends in refunds can help you coach your staff on policies and effective handling of refund requests.

Invoices Past Due in the Last 7 Days
Identify overdue invoices from the past week. Sometimes clients may forget to update their payment information. Use this insight to reach out and gently remind them of their outstanding invoices.

Failed Transactions (Last 7 Days)
View any failed transactions within the past week, whether due to expired credit cards or insufficient funds. Follow up with clients to ensure payment is collected.

New Clients (Last 7 Days)
See a list of clients who joined in the past week. This is an excellent opportunity to thank them for signing up and encourage them to participate in upcoming services.

First Visits (Upcoming 7 Days)
Identify clients scheduled for their first visit in the next week. Reach out to welcome them and explain what they can expect, ensuring they feel valued.

First Membership (Last 7 Days)
Recognize clients who became members in the past week. Engaging with them to express gratitude can foster loyalty and enhance their experience.

Clients Last Visit (14-28 Days Ago)
Track clients who haven’t visited in the last 14-28 days. This is a crucial time to reach out and maintain client retention.

Last Memberships (In 28 Days)
Be proactive about membership renewals by viewing those set to expire within the next 28 days. Engaging clients with incentives can encourage them to renew.

Unconfirmed Attendance (Last 7 Days)
Identify events with unconfirmed attendance. This is essential for payroll accuracy, as confirmed attendance records are required for payroll processing.

Unpaid Visits (Last 7 Days)
Review visits that remain unpaid in the last week. Reach out to clients to promote a single-visit pass or relevant plans to convert these visits into revenue.

No Shows (Last 7 Days)
Keep track of clients who missed their appointments in the last week. A simple check-in can provide insights into their experiences and help you make necessary adjustments.

Late Cancellations (Last 7 Days)
Identify clients who canceled past the free cancellation period. Assessing patterns in cancellations can help tailor your offerings to better meet their needs.

Why It Matters

Leveraging the Insights dashboard empowers you to make informed business decisions and take proactive actions that enhance client satisfaction and boost revenue. By focusing on the most critical areas of your operations, you can optimize your services and ultimately drive growth.