Reporting & Analytics Catalog

Location Report Cards

A complete performance report card for every live center, as a formatted Excel workbook plus a two-page Word executive summary.

Inside each card

• Six headline KPIs with month-over-month movement
• Peer-class benchmark: center vs. its class median
• Five written insights, specific to the location
• Nine-month revenue trend with paying-guest counts
• Seven guest cohorts: Champions, Loyalists, Developing, New Guests, At-Risk, Lapsed, Churned
• Prioritized Top-25 win-back lists and a Champions re-engagement list

Currently 30 locations. Every figure reconciles to the Zenoti Sales-Cash report to the dollar.

Corporate Executive Dashboard

One network workbook for leadership, fully formula-driven and reconciled end to end.

Inside

• Network snapshot KPIs and the year-to-date headline
• Quarterly revenue, current year vs. prior year
• Trailing twelve-month revenue trend
• Center Rankings for all locations: monthly, YTD, MoM, QoQ, YoY
• Business Unit mix with a click-to-expand service drill-down
• Performance by operational class

Network Performance Review

A consulting-style written review of the month, in leadership language.

Inside

• Executive summary and the drivers behind the month
• Quarterly, monthly, and year-over-year performance
• Business unit performance
• Segmentation and network health
• Strategic priorities and a watch list
• Full center rankings

Leadership Cover Note

A concise summary note that travels with the monthly package, written and ready to forward to the team.

Inside

• The month in a few lines: revenue, growth, and the one thing to watch
• A structured version and a short version, for different audiences

Quarterly Business Review

A quarter-end review that leads with the quarter while keeping the monthly detail inside it.

Inside

• Quarterly progression across the year, current vs. prior year
• The monthly arc inside the quarter
• Business unit performance for the quarter
• Segmentation and health at quarter close
• Next-quarter outlook and priorities
• Center rankings by quarter

Quarter-End Executive Dashboard

The executive dashboard reframed to the quarter lens, with quarter-over-quarter and year-over-year built in.

Inside

• Quarter summary KPIs and quarter-over-quarter movement
• Quarterly revenue, current year vs. prior year, same-store
• Rankings, business unit mix, and class performance for the quarter

Quarterly Cover Note

The quarter summarized for leadership in a short, forward-ready note, aligned to the business review.

Loyalty & Retention Study

How guests build loyalty over time, and where loyalty is won or lost across the network and by class.

Inside

• Cohort migration: how guests move between Champions, Loyalists, At-Risk, and beyond
• Retention curves and month-to-month return behavior
• Loyalty by class and by location
• Where to intervene, and the revenue at stake

Guest Lifetime Value Analysis

Lifetime value by cohort, class, and segment, with the high-value guests most at risk.

Inside

• Lifetime value distribution across the guest base
• Value concentration and the top-value segments
• At-risk lifetime value: the win-back opportunity, in dollars

Membership Performance Review

The recurring-revenue base: membership growth, retention, and its contribution to the revenue mix.

Inside

• Active membership base and net movement
• Membership retention and conversion from new guests
• Membership share of revenue, by class

Service-Line Deep-Dive

A focused look at a business unit moving the network, for example the GLP-1 Weight Management line, with its trajectory and drivers.

Inside

• Service-line revenue trajectory and share of mix
• Growth drivers and the locations leading or lagging
• Implications for the quarter ahead

New-Location Ramp & Benchmarking

How new centers ramp toward steady state, benchmarked against comparable locations, so onboarding stays on track.

Inside

• Ramp curve vs. comparable-class openings
• Early guest acquisition and cohort formation
• When a new center graduates into the peer benchmarks