Dashboard Features

Client Distribution Chart

Client Distribution Chart - Understand Your Client Base:

The Client Distribution donut chart shows how your clients are distributed across different service types, helping you understand your business model and identify opportunities.

Service Categories Explained:

Memberships (Blue):

• Clients with active recurring subscriptions • Billed automatically on a monthly or annual basis • Most consistent client retention • Examples: "Unlimited Monthly", "12-Month Commitment Plan"

Packs (Green):

• Clients who purchased session credit packages • One-time purchase, sessions depleted over time • Examples: "10 Session Pack", "20 Session Bundle" • Great for clients who want flexibility without recurring fees

Passes (Purple):

• Clients with time-limited access passes • Valid for a specific duration regardless of usage • Examples: "30-Day Pass", "Weekend Warrior Pass" • Good for trial periods or seasonal clients

No Service (Gray):

• Clients registered but without an active paid service • May be on free trials, expired services, or newly invited • Opportunity: These are prime candidates for service assignment

Reading the Chart:

Segment Size: Proportional to client count in that category • Hover/Click: Shows exact count and percentage • Center Total: Your total active client count

Business Insights:

High Membership %: Indicates stable, recurring revenue (ideal: 60%+ for predictable income)

High Pack %: Popular for pay-as-you-go clients; consider upselling to memberships

High Pass %: May indicate seasonal business; good for acquisition, consider conversion paths

High No Service %: Opportunity area - these clients need service assignment

Strategic Actions by Distribution:

Converting "No Service": Create welcoming re-engagement campaigns • Upselling Packs to Memberships: Offer membership savings after pack purchase • Retaining Memberships: Focus on engagement to prevent churn • Seasonal Pass Strategy: Use passes as entry point, then convert

Best Practices:

• Aim for a healthy mix weighted toward memberships for stability • Monitor "No Service" and actively work to convert these clients • Review monthly to track shifts in client preferences • Use alongside Revenue Trend to correlate service types with income

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