Revenue
$358,706GM Dashboard
Executive control panel for financial steering, target goals, and utilization gaps.
Reference date: Oct 28, 2024 (Demo clock, 2024-10-28) · Current month: October 2024 · Week 4 of month · 0w 3d (3 days) until close on Oct 31, 2024
Gross Profit
$211,148Margin
58.86%Total Sessions
2,505Active Clients
768Active Staff
47Client Retention Rate ?Client Retention RateShare of active clients this month that were also active last month.Formula: retained_clients / previous_active_clientsSource: client_retention_monthly
90.27%Current Active Pairs ?Current Active PairsDistinct staff-client pairs with at least one session in current month.Formula: COUNT(DISTINCT staff_name + membership_no)Source: staff_client_pairs
865Finance Goal Hit Rate ?Finance Goal Hit RatePercentage of monthly finance goals currently on track/hit.Formula: hits / (hits + misses)Source: finance_monthly_goals + finance_pnl_monthly
75.00% Hits 3 / Misses 1Current Month Financial Control
Reference month key: 2024-10 | Data month: Oct 2024 | Goal source: manual
Revenue (Current / Target) ?RevenueBooked session revenue for the selected month.Formula: SUM(session_price)Source: finance_pnl_monthly
$358,706 Target $340,997 · HitExceeded goal by 5.2%.
Gross Profit (Current / Target) ?Gross ProfitRevenue minus coach staff costs.Formula: revenue - staff_costSource: finance_pnl_monthly
$211,148 Target $200,483 · HitExceeded goal by 5.3%.
Margin (Current / Target) ?Margin %Gross profit as a share of revenue.Formula: (revenue - staff_cost) / revenueSource: finance_pnl_monthly
58.86% Target 55.92% · HitExceeded goal by 5.3%.
Sessions (Current / Target) ?Total SessionsTotal booked sessions in the selected month.Formula: COUNT(session_facts)Source: finance_pnl_monthly
2,505 Target 2,800 · Miss10.5% remaining to goal.
Financial Benchmark Comparisons
| Baseline | Revenue Δ | Profit Δ | Margin Δ (pp) | Sessions Δ |
|---|---|---|---|---|
| vs last month (Sep 2024) | -42016 (-10.5%) | -23772 (-10.1%) | +0.24pp | -295 (-10.5%) |
| vs last 3 months avg (-) | -49980 (-12.2%) | -28346 (-11.8%) | +0.26pp | -343 (-12.0%) |
| vs last year's same month (Oct 2023) | -238 (-0.1%) | +113 (0.1%) | +0.07pp | +17 (0.7%) |
Executive Trend Charts (Fixed Window)
Locked history window: Jul 2024 through Oct 2024 (starting at last quarter boundary Jul 2024).
Monthly P&L Trend
Margin / PT / Product Mix Trend (%)
Sessions, Clients, and Staff Capacity Trend
Staff Utilization Gaps (Current Month)
Average sessions per trainer: 53.3
High Load Trainers
| Staff | Sessions | Revenue | Gross Profit |
|---|---|---|---|
| Gunther Centralperk | 153 | $21,270 | $12,396 |
| Rachel Green | 142 | $20,040 | $11,804 |
| Chandler Bing | 131 | $18,402 | $10,804 |
| Ross Geller | 126 | $21,204 | $11,628 |
| Lily Aldrin | 123 | $17,278 | $10,144 |
| Oscar Martinez | 118 | $16,020 | $9,176 |
| Joey Tribbiani | 118 | $15,770 | $8,926 |
| Robin Scherbatsky | 116 | $16,090 | $9,362 |
Underutilized Trainers
| Staff | Sessions | Revenue | Gross Profit |
|---|---|---|---|
| Marge Simpson | 1 | $140 | $82 |
| Andy Dwyer | 1 | $90 | $32 |
| David Puddy | 2 | $260 | $144 |
| Estelle Costanza | 2 | $230 | $114 |
| Cosmo Kramer | 3 | $510 | $336 |
| Jean Ralphio | 3 | $420 | $246 |
| April Ludgate | 3 | $320 | $146 |
| Andy Bernard | 3 | $420 | $246 |
Actionable Recommendations
- Shift overflow demand from highest-load trainers to underutilized trainers with matching package strengths.
- Track weekly utilization variance and rebalance schedules every Monday before capacity bottlenecks form.
Financial Steering Insights
- P&L trend is stable; continue weekly utilization and package-mix monitoring.