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Business metrics & financial planning
Retention reports in MINDBODY

A few basics
Learning to tag
Interpreting your data
Gaining insight

Overview
Analyze revenue and expenses
Plan for the future
Measuring success

Overview
Customize your KPI spreadsheet
Revenue - goals & targets
Useful dashboards and reports in MINDBODY
Example KPI spreadsheets
Optimizing MINDBODY setup
Cleaning up revenue categories
Recurring revenue
Optimizing MINDBODY for recurring revenue
It's all about pricing and sales!
Who's the boss - KPIs

Attendance terminology
Calculate total paid client visits, unique clients & average visits per months
New client metrics

An introduction
Retention reports in MINDBODY
Retention resources
MINDBODY set up
Retention date ranges
KPIs key takeaways

Big picture Y/Y retention
Goals & takeaways

No visit after first visit
Goals & takeaways

Why intro offers?
Finding clients retained to intro offer
Goals & takeaways

Introduction
New customer retention bookmarks
Calculating 90 day retention
Goals & takeaways

Introduction
Calculating new customers retained to membership
Goals & takeaways

Introduction to social buying & deal sites
Calculating retention from marketing promos
Goals & takeaways

Why pricing?
A pricing story
Pricing concepts

Introduction
Autopays & memberships
Intro offer pricing
Pricing principles for other options

Sales by service
Average revenue analysis
Average attendance
Autopay price range

Rework current pricing
Executing pricing transitions
Recap

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An introduction

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Retention resources

Length: 3:01

Retention reports in MINDBODY

Published: Jan 28, 2019
Duration 2m
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Average rating: 5.0 1 review

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Retention resources

Staff Training & Certifications

New Mindbody Experience Certifications
Classic Mindbody Certifications

Customer Management

Attract New Customers
Manage Customers

Marketing Tools

Marketing Tools
Marketing Strategy

Apps, Add-Ons, & Tools

Mindbody Payments
Family accounts
Progress Tracking
Lead Management
Messenger[ai]
Mindbody Virtual Wellness Platform
Marketing Suite
Branded Web
Branded Mobile App
FitMetrix

All Topics

New & Trending
Software Setup
Retail & Product Management
Reporting & Analyzing
Booker Certifications

All Activities

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