--- title: Understand the Home Snapshots description: home snapshots --- [Skip to content](https://support.hapana.com/kb/article/67#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [General](https://support.hapana.com/member-management?hsLang=en#general) # Understand the Home Snapshots ## Overview The **Hapana CORE Home Dashboard Snapshots** provide a real-time summary of your business performance across key areas: clients, memberships, payments, sessions, and revenue. This guide explains what each metric means, how it’s calculated, and where to find supporting data for in-depth analysis. Understanding these snapshots helps you make informed decisions and spot trends that impact your studio’s operations and growth. --- ## Prerequisites - Access to the **Hapana Core Dashboard** - Familiarity with reports such as **Membership Details**, **Projected Revenue**, and **Sales by Service** > Tip: If you’re new to the Dashboard, start by reviewing each snapshot section for a quick business overview! --- ## Understanding the Dashboard Snapshots ### Snapshot 1: Active Clients ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759440401757_452e8c1a_image-20250528170107-19-1.png?width=1541&height=911&name=1759440401757_452e8c1a_image-20250528170107-19-1.png) - Shows the **total number of clients with an active membership or package**. - To verify: Go to **Reports \> Membership Details** and filter for **Active** and **Scheduled** statuses. **Intro Offers** - The number of **clients currently on an introductory offer**. - Track this through your membership setup and filters. **Active Packages** - Shows the **total number of clients with an active session package or membership on account**. **Recurring Billing** - Displays the **number of unique clients with a future payment scheduled** (pending recurring payments). - To cross-check: 1. Go to **Reports \> Projected Revenue**. 2. Download the CSV file. 3. In Excel, **remove duplicates** using the **Full Name** and **Email** columns. 4. The count equals your Recurring Billing snapshot. > Tip: The Recurring Billing count fluctuates based on suspensions and membership end dates: > > - Suspended clients **without a suspension fee** don’t count (no future payments). > - When a suspension ends, and a future payment is scheduled, the client reappears in the count. > - If a membership ends with no future auto-renew set up, the client drops off the count. **Total Contact** - Displays the **total number of unique clients/contacts** in your database. **Alumni** - The total number of **clients moved from Active to Alumni** status. --- ### Snapshot 2: Active Intro Offers ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759440403434_46ed0160_image-20250528170120-20-1.png?width=1541&height=911&name=1759440403434_46ed0160_image-20250528170120-20-1.png) This snapshot shows the **current active intro offers** in your club. - **30 Day conversion to Membership:** percentage of conversion from intro offers to membership within the last 30 days. - 30 Day conversion to Package: percentage of conversion from intro offers to a package within the last 30 days. --- ### Snapshot 3: Booked Utilization ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759440404975_6177bc35_image-20250528170132-21-1.png?width=1541&height=911&name=1759440404975_6177bc35_image-20250528170132-21-1.png) 1. Use the dropdown at the top-left of the snapshot box to choose a time frame: - **This Week**, **Last Week**, or **Last 30 Days**. 2. The snapshot includes: - **Sessions**: Total sessions scheduled. - **Capacity**: Combined capacity of all sessions in the selected time frame. - **Booked**: Number of bookings made by members. - **Attended**: Number of members who actually attended their booked sessions. --- ### Snapshot 4: Revenue ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759440406777_a9ee16b4_image-20250528170144-22-1.png?width=1541&height=911&name=1759440406777_a9ee16b4_image-20250528170144-22-1.png) The **Revenue Snapshot** shows **Net Revenue** (not gross revenue). - Net Revenue = Paid transactions only, excluding account credits and "pay as you go" items. Time filters available: - **Today**, **This Week**, **Last Week**, or **Last 30 Days**. Revenue categories: - **Single**: Revenue from one-time payments (POS, single session packages). - **Recurring**: Revenue from memberships and other recurring payments. > Tip: For gross revenue (including all sales), refer to the Sales by Service report. --- ### Snapshot 5: Credits ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759440408517_f766f567_image-20250528170202-23-1.png?width=1541&height=911&name=1759440408517_f766f567_image-20250528170202-23-1.png) **Credits Snapshot** graph displays membership trends over time, including key metrics such as starting members, new members, no longer active members, and net members. **How to use it:** - **Select the time filter (top right corner)** Click on the dropdown labeled **Last 6 Months** to adjust the displayed time period. You can choose from options like **Last 6 Months**, **Last 12 Months**, or **Custom Range** to analyze trends over different periods. - **Interpret the bars (blue)** Each blue bar shows the **Starting Members** count for the selected month. This represents the number of active members at the beginning of the month. - **Look at the green bars** Green bars represent **New Members** who joined during that month. They indicate growth in the membership base. - **Check the red bars** Red bars show **No Longer Active** members for the month, representing those who canceled or did not renew their memberships. - **Follow the orange dots** The orange dots (with a connected line) show **Net Members**. This is a cumulative trend line that helps you see the overall growth or decline over time. - **Hover for exact values** Hover your mouse over any bar or dot to see the precise data, including counts for each category in the selected month. **Understanding the data:** - The blue bars (Starting Members) should remain stable or grow slightly if retention is strong. - Green bars (New Members) indicate growth activity—higher green bars mean strong acquisition. - Red bars (No Longer Active) highlight churn—monitor them to spot retention issues. - The orange line (Net Members) is a quick visual for your overall trend—whether the business is growing, shrinking, or stable. --- ## Expected Outcome By understanding the Dashboard Snapshots, you’ll be able to: - Quickly assess business performance at a glance. - Drill into reports for detailed analysis. - Make data-driven decisions for your studio. --- ## FAQs **Q: Why does my Recurring Billing number fluctuate?** Suspensions, membership end dates, and pending payments all affect the count. See the breakdown above for details. **Q: Where can I find detailed client information?** Use the **Membership Details** and **Projected Revenue** reports. **Q: Does the Revenue Snapshot include account credit payments?** No, it shows only paid transactions (not including account credits). --- Need more help? 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