The Overview and its key figures

The Overview gathers the studio's day and month on one page for Owners and Admins. Twelve cards at the top count active members, the week's classes and occupancy, the month's cash-basis income, expenses and net, what members owe, what staff are owed, the Renewal Opportunity and sessions missing attendance. Below sit a six-month income and expense chart, twelve weeks of occupancy, Today's Classes and the installments due soonest.

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Twelve figures
Cards for members, classes, occupancy, income, expenses and debt; each one opens the page behind it.
Today's Classes
The day's sessions with time, room, instructor and occupancy; the one running now is marked.
What is waiting
Members whose package is about to end and sessions missing attendance are counted on cards of their own.
Quick actions
The forms for a new member, session, package sale, income and expense open from any page in one menu.

The twelve cards at the top count the studio's week and month: members, classes and occupancy, the month's cash-basis income, expenses and net profit or loss, open installments and the pay owed to staff. Each card opens the page behind it; Outstanding Balance, for instance, opens Open Receivables, and Renewal Opportunity opens the Members list filtered to those whose package is about to end.

Active Members: Members who are not inactive and have a running package; the card opens the Members list filtered to them.
Net Profit-Loss This Month: The month's cash-basis income minus expenses; like Total Income This Month and Total Expenses This Month, it opens the finance summary.
Owed to Staff: Pay staff have earned but not yet received, with how many people it is owed to; the card opens the Staff page.
Renewal Opportunity: Members whose package ends in under 10 days; the card opens the Members list with the Ending Soon filter.
Past Sessions Missing Attendance: Past sessions whose attendance is not finished; the card opens the calendar's list view filtered to them.

The Today's Classes card lists the day's sessions in time order: each row gives the start and end time, the class, the room, the instructor and the occupancy, such as 4/6, and the session running now is marked. Pressing a row opens the session, and Go to the Calendar opens the full calendar. With no sessions today, the card says so and offers Add Session.

The Open Receivables card beside it shows the open installments due soonest, and See All opens the whole list
The Standing Members Awaiting Renewal card counts members whose package ended while their seat is held
The Today's Reservations figure adds up the booked spots across the day's sessions

Two charts stand side by side under the figure cards. Weekly Occupancy, Last 12 Weeks shows the average occupancy of each week, canceled sessions left out, with an Average line and the This week value; it is where empty hours show up. Income and Expenses, Last 6 Months compares the monthly cash-basis totals. For every month of the year, see Yearly Profit and Loss on Finance › Summary.

The figures and charts are worked out from the records on their own; there is no report to prepare
Detailed records download as CSV from the Income, Expenses and Open Receivables pages
The Overview and the finance pages are open to the Owner and Admin roles only

Quick actions gather seven frequent forms in one menu: Add Session, Session Members, Assign a Package, Add Income, Add Expense, Add a Member and Add Staff. They sit in the Overview's header, behind the plus button beside the bell elsewhere, and on a phone's on-screen plus button; each form opens over the current page. Search, on ⌘K, finds a member, session, page or setting in a few letters.

Quick actions are for Owners and Admins; Search is there for Staff accounts too
In Search, the right arrow on a member's row opens actions such as Assign a Package, Take a Payment and Assign Session
The Shortcuts group brings ready-made lists such as Members Who Owe, Packages Ending Soon and Sessions Missing Attendance

Who can see the Overview?

The Overview is open to the Owner and Admin roles only. The menu of users with the Staff role holds Calendar, Profile and Members; they do not see the finance figures or the studio-wide numbers. Instructors follow their own month in the tiles on their Profile page.

Can I download the figures as a report?

Nothing downloads from the Overview itself. The records come as CSV from the Income, Expenses and Open Receivables pages under Finance, and the member list exports from the Members page.

When do the figures update?

They are worked out from the current records whenever you open the page; there is no end-of-day or month-end step. Income, expenses and net are cash basis: an amount lands in the month of its payment date, and a package sold but not yet paid for is not income.

What does the Overview look like on a phone?

On a phone the cards, charts and lists stack one under another, and the quick actions open from the plus button on screen instead of the header. Dakik runs in the browser and can be added to the home screen.