Who can use this feature?
The Insights dashboard provides a quick and easy overview of their key performance indicators and highlights areas that require immediate attention. Red and green colors indicate which actions need attention first so businesses can prioritize red follow-ups first.
Click on a tile to drill down to the detail view. You can add additional filters as necessary to obtain the information you really need to see.
Collected in the last 7 days
View transactions by day for the last 7 days. Click the tile to drill down into the transactions.
Refunded in the last 7 days
View refunds by day for the last 7 days. Refunds happen and could be one of the most frustrating parts of owning a business. Use this tile to identify trends and coach staff so they are reminded about your policies and the best way to handle refund requests.
Invoices Past Due in the last 7 days
View past due bills from the last 7 days. Sometimes clients forget to update their credit card online or forget their wallet at home when they visit. Reach out to these clients and kindly remind them their invoice is past due and unpaid. Share this info with staff so they can help collect these past due payments.
Failed Transactions (last 7 days)
View failed transactions within the last 7 days. If a payment fails due to an expired credit card or insufficient funds then the transaction status will show as failed. Click this tile to drill down to a list of failed payments, and follow up with the client to collect payment.
New Clients (last 7 days)
View clients who were created in the last 7 days. Focus on this tile to grow your membership base. Reach out to new clients to thank them for signing up on your Pike13 site. Invite them to attend an upcoming service or ask for feedback regarding a recent visit.
First Visits (upcoming 7 days)
View clients who have a first visit within the next 7 days. Again, focus on this tile to grow your membership base. Reach out to these clients before their first visit to welcome them. Explain what they can expect during their first visit. Inform our staff so they can give these clients extra care and attention.
First Membership (last 7 days)
View clients who became members for the first time within the last 7 days. These clients will contribute future revenue to your bottom line. Reach out to these clients to thank them for becoming a member.
Clients Last Visit (14-28 days ago)
Haven’t seen a client in a while? Focus on this tile to retain clients. View clients who have not completed a visit within the last 14-28 days. Reach out to them to make sure they are still enjoying their experience or simply check in to make sure things are okay.
Last Memberships (in 28 days)
Hello retention! No one wants to lose members. View memberships that are scheduled to expire within the next 28 days. Do you have a lot of expiring memberships? Reach out to renew and offer your clients an incentive to renew their membership. Thank the clients for fulfilling the commitment of their current membership and ask them to renew. If they need an incentive to renew, offer them a discount or special pricing. Think revenue, growth and retention.
Unconfirmed Attendance (in last 7 days)
View events where attendance has not been confirmed. Confirming attendance is an important step of the attendance taking process and is a sign that a staff member attended to important notices about the attendees. Confirming attendance is crucial if your business is using Pike13 to track payroll. Payroll records are only created if attendance is confirmed. Remind staff members that it is important to confirm attendance.
Unpaid Visits (last 7 days)
View visits that are unpaid within the last 7 days. An unpaid visit occurs when a client does not have an applicable plan or pass to pay for their visit. Reach out to these clients to sell a single-visit pass or a plan that aligns with their visit history. Cha-ching! Together we will help you hit your revenue goals.
No Shows (last 7 days)
View clients who no-showed with the last 7 days. Your clients have busy lives too and things happen. Reach out to clients to check-in. You never know what your clients may be dealing with or what life brought their way. Does a particular client no-show often? It may be time to enforce a late cancel fee or deduct a visit from their plan or pass. This will protect your business and allow clients who are truly interested to guarantee their spot.
Late Cancellations (last 7 days)
View clients who cancel after the deadline for free cancellation. Use this tile to find clients who cancel often. Maybe it’s time they switch to a different class time? When was the last time you checked in with them to make sure they are still reaching their goals, etc?