Dashboard KPI #

This documentation outlines the KPI metrics displayed on the dashboard and describes how each metric is calculated, along with the comparison logic.

New Members This Month #

• Description: Displays the number of new members who joined during the current month compared to the previous month.
• Calculation:
  • Current Month: The count of new members from the 1st of the current month to today.
  • Previous Month: The count of new members from the 1st of the previous month to the same day in that month.
  • Percentage Change: Calculated as ((current - previous) / previous) * 100.
  • Indicator: If the percentage change is negative, it will be shown as a negative trend.
• Example:
  • Current: 50 members (this month)
  • Previous: 40 members (same period last month)
  • Display: 25% increase.

Visits Today #

• Description: Shows the number of successful member check-ins (visits) today compared to the same time yesterday.
• Calculation:
  • Today: The count of check-ins from midnight today to the current time.
  • Yesterday's Comparison: The count of check-ins from midnight yesterday to the same time yesterday.
  • Percentage Change: Calculated as ((current - previous) / previous) * 100.
  • Indicator: Shows whether today’s check-ins are trending up or down compared to the same time yesterday.
• Example:
  • Current: 100 check-ins (today)
  • Previous: 80 check-ins (same time yesterday)
  • Display: 25% increase.

Member Visits This Month #

• Description: Shows the total number of visits (check-ins) this month compared to the same period in the previous month.
• Calculation:
  • Current Month: The count of check-ins from the 1st of the current month to today.
  • Previous Month: The count of check-ins from the 1st to the same day last month.
  • Percentage Change: Calculated as ((current - previous) / previous) * 100.
  • Indicator: Shows whether this month’s visits are increasing or decreasing compared to the previous month.
• Example:
  • Current: 500 visits (this month)
  • Previous: 400 visits (same period last month)
  • Display: 25% increase.

Bookings This Month #

• Description: Displays the number of bookings this month compared to the same period last month.
• Calculation:
  • Current Month: The count of bookings from the 1st of the current month to today.
  • Previous Month: The count of bookings from the 1st to the same day last month.
  • Percentage Change: Calculated as ((current - previous) / previous) * 100.
  • Indicator: Shows whether bookings are trending up or down compared to the previous month.
• Example:
  • Current: 30 bookings (this month)
  • Previous: 25 bookings (same period last month)
  • Display: 20% increase.

Online Signups This Month #

• Description: Displays the number of online signups (members who registered via the website or app) this month compared to the same period in the previous month.
• Calculation:
  • Current Month: The count of online signups from the 1st of the current month to today.
  • Previous Month: The count of online signups from the 1st to the same day in the previous month.
  • Percentage Change: Calculated as ((current - previous) / previous) * 100.
  • Indicator: Shows the trend of online signups for the current and previous months.
• Example:
  • Current: 15 signups (this month)
  • Previous: 10 signups (same period last month)
  • Display: 50% increase.

Online Bookings This Month #

• Description: Shows the number of online bookings (bookings made through the website or app) this month compared to the same period in the previous month.
• Calculation:
  • Current Month: The count of online bookings from the 1st of the current month to today.
  • Previous Month: The count of online bookings from the 1st to the same day in the previous month.
  • Percentage Change: Calculated as ((current - previous) / previous) * 100.
  • Indicator: Shows whether online bookings are increasing or decreasing.
• Example:
  • Current: 25 online bookings (this month)
  • Previous: 20 online bookings (same period last month)
  • Display: 25% increase.

Members Breakdown #

• Calculation: It categorizes users based on their status (Active or Inactive) and counts how many members fall into each category. This is achieved by grouping the status field of the user model and returning the count for each group.
• Data Display: The dashboard will show two categories: Active and Inactive members, with the respective counts for each.

User Growth #

• Calculation: The number of users created in the past 12 months is grouped by month. The created_at date is used to count new users each month and is formatted into MMM YY format (e.g., Jan 24).
• Data Display: The dashboard shows user growth over time, displaying the total number of new users for each month in the last year.

Revenue Breakdown #

• Calculation: This method sums the grand_total of all orders, grouped by source. If the source is null, it is labeled as "Online." The method does not count the number of orders but instead focuses on the revenue generated from each source.
• Data Display: The dashboard shows total revenue for each source (e.g., "Online" and other sources like offline sales).

Retention Rate #

• Calculation: For each month, it checks how many users were created before the previous month and how many of those are still Active. It then calculates the retention rate as the percentage of users who remain active.
• Data Display: The dashboard shows the retention rate for each month, highlighting how well user engagement is maintained over time.

Attendance Utilization #

• Calculation: For the last 12 months, this method calculates two metrics:
  • Attendance Rate: The percentage of bookings that were attended, calculated as (attended bookings / total bookings) * 100.
  • Utilization Rate: The percentage of class capacity utilized, calculated as (total bookings / expected capacity) * 100.
• Data Display: The dashboard displays attendance and utilization rates for each of the last 12 months, showing how well classes are being attended and utilized.

Revenue Trends #

• Calculation: It calculates the total revenue per month over the last 12 months, using the grand_total field from orders. The data is grouped by month and formatted into MMM YY format.
• Data Display: The dashboard shows a trendline of total revenue over the past year, helping track the financial performance month-by-month.

Revenue Trends by Source #

• Calculation: This method groups the revenue by both month and order source, then sums and averages the grand_total for each group. It provides two series of data:
  • Total Revenue per Source: Displays how much revenue each source generates.
  • Average Order Value: Displays the average order value per month.
• Data Display: The dashboard visualizes the breakdown of revenue by source as well as the total revenue and average order value trends.

Check-Ins (Incomplete) #

• Calculation (Incomplete in code): It fetches check-ins for the past 7 days and counts the number of users checking in each day. The logic for completing this calculation isn't fully shown in the provided code.
• Data Display: The dashboard likely shows a daily trend of check-ins, helping monitor attendance.

This method-driven explanation ensures that all dashboard metrics are explained similarly to how key performance indicators (KPIs) are presented, focusing on the data each method calculates and how it is displayed.