Understand the Home Snapshots

May 28, 2025

1515

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

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

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

Use the dropdown at the top-left of the snapshot box to choose a time frame:
- This Week, Last Week, or Last 30 Days.
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

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

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? Reach out to our support team at [email protected].