Metrics Calculations Explained
How Dashboard Metrics Are Calculated:
Revenue Metrics:
• Data Source - Stripe Connect charges (client payments to your business) • Calculation - Sum of all succeeded charges from your connected Stripe account • Monthly Revenue - Sum of charges from current calendar month • Revenue Chart - Grouped by day/week/month based on timeframe selection: - Week View - Daily revenue for last 7 days - Month View - Weekly revenue for last 30 days - Quarter View - Monthly revenue for last 90 days • Zero Days - Days with no payments show $0 (not hidden) • Currency - All amounts in your business currency (AUD, USD, etc.)
Client Distribution:
• Data Source - client_entitlements table • Filter - Only active entitlements (status='active') • Grouping - By service_type column (denormalized field) • Counts - Number of active entitlements per service type • No Service - Clients with no active entitlements • Real-Time - Updates when clients buy/cancel services
Client Activity Metrics:
• Active Clients (30d) - Clients with at least one completed appointment in last 30 days • New Clients This Month - Clients added to business_members in current calendar month • Churn Rate - (Clients lost this month / Total clients at start of month) × 100%
Locations & Coaches:
• Locations - Count of distinct locations in businesses table • Coaches - Count of users with role='trainer' or role='super_admin' in business
Trainer Operations Metrics:
• Today's Sessions - Appointments scheduled for today (regardless of status) • Upcoming Birthdays - Clients with birthday_date within next 7 days • New Clients (This Week) - Clients added in last 7 days • Popular Classes - Group classes ordered by total bookings count • Weekly Attendance - Count of appointments by day of week (last 7 days)
Stripe Connect Integration:
• Revenue Source - Only charges from YOUR Stripe Connect account • Platform Fees Excluded - Does NOT include your subscription to Build Stability • Client Payments Only - Shows revenue from clients buying your services • Account Required - Must have connected Stripe account to see revenue • No Account - Shows "No revenue data available" if not connected