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Business Reports: Month over Month (MoM)

MoM KPI trends, client retention, pair continuity, staff utilization, and finance rates.

May 2023Oct 2024Oct 2024
Window12 monthsTrailing window

Metric context: Client retention tracks whether members returned month-over-month. Pair metrics track whether a specific staff-client pairing stayed active.

Current Active Clients

768

MoM Active Clients Delta

+18

Retention Rate

90.27%

Current Active Pairs

865

Revenue (Selected Month)

$358,706

Staff Cost (Selected Month)

$147,558

Gross Profit (Selected Month)

$211,148

Margin (Selected Month)

58.86%

Target Gross Profit

$200,483

Finance Goal Hit Rate

75.00% Hits 3 / Misses 1

PT Rate

76.45%

Product Rate

0.00%

MoM KPI Dynamic Charts

Client Retention Volume Trend

Active Clients Retained New Churned

Staff-Client Pair Volume Trend

Active Pairs Retained Pairs New Pairs Dropped Pairs

Staff Utilization Trend

Team Sessions Active Staff

Load per Staff Trend

Load per Staff

Client Retention Rate Trend (%)

Client Retention %

PT / Product Rate Trend (%)

PT Rate % Product Rate %

Monthly P&L Trend ($)

Revenue Staff Cost

Weekly P&L Trend ($)

Weekly Revenue Weekly Staff Cost

Staff Utilization Gap Analysis (Oct 2024)

Average load is 53.30 sessions per active trainer.

Top Performers

StaffSessionsShare %
Gunther Centralperk1536.11
Rachel Green1425.67
Chandler Bing1315.23

Underutilized Staff

StaffSessionsShare %
Andy Bernard30.12
David Puddy20.08
Estelle Costanza20.08
Marge Simpson10.04
Andy Dwyer10.04

Optimization Plan

  • Shift approximately 150 sessions from overloaded trainers to underutilized trainers this month to smooth service load.
  • Set weekly load targets by trainer and review variances every Monday to catch utilization drift earlier.
  • Use top performers as mentors for lower-load trainers on conversion and rebooking workflows.

Finance Metrics and Trainer Breakdown (Oct 2024)

PT and product rates are calculated as session-share metrics. Explicit rate fields are shown when imported data includes them.

Revenue: $358,706Staff cost: $147,558Gross profit: $211,148Margin: 58.86%
Target revenue: $340,997Target profit: $200,483Target margin: 55.92%Target sessions: 2,800
Revenue goal: Hit Profit goal: Hit Margin goal: Hit Sessions goal: Miss
Total sessions: 2,505PT sessions: 1,915Product sessions: 0Avg PT rate value: -Avg product rate value: -
Selected week: 2024-10-21Week revenue: $98,654Week staff cost: $40,772Week gross profit: $57,882

Finance Comparison Benchmarks

BaselineRevenue ΔGross Profit ΔMargin Δ (pp)Sessions Δ
vs last month (Sep 2024)-42016 (-10.49%)-23772 (-10.12%)+0.24pp -295 (-10.54%)
vs last 3 months avg (-)-49980 (-12.23%)-28346 (-11.84%)+0.26pp -343 (-12.03%)
vs last year's same month (Oct 2023)-238 (-0.07%)+113 (0.05%)+0.07pp +17 (0.68%)

Trainer Product Participation and Rate Breakdown

StaffSessionsPT %Product %Avg PT RateAvg Product RateTop Products
Gunther Centralperk153100.00%0.00%---
Rachel Green14267.61%0.00%---
Chandler Bing13179.39%0.00%---
Ross Geller1260.00%0.00%---
Lily Aldrin12364.23%0.00%---
Oscar Martinez118100.00%0.00%---
Joey Tribbiani118100.00%0.00%---
Robin Scherbatsky116100.00%0.00%---
Janice Hosenstein11379.65%0.00%---
Ted Mosby113100.00%0.00%---
Monica Geller111100.00%0.00%---
Phoebe Buffay10446.15%0.00%---
Ranjit Singh87100.00%0.00%---
Tracy McConnell86100.00%0.00%---
Marshall Eriksen8625.58%0.00%---
Michael Scott85100.00%0.00%---
Barney Stinson81100.00%0.00%---
Meredith Palmer73100.00%0.00%---
Jim Halpert678.96%0.00%---
Dwight Schrute60100.00%0.00%---
Stanley Hudson57100.00%0.00%---
Jan Levinson34100.00%0.00%---
Creed Bratton34100.00%0.00%---
Ryan Howard320.00%0.00%---
Pam Beesly320.00%0.00%---
Kevin Malone2993.10%0.00%---
Angela Martin2512.00%0.00%---
Ron Swanson2479.17%0.00%---
Kelly Kapoor230.00%0.00%---
Leslie Knope16100.00%0.00%---
Erin Hannon15100.00%0.00%---
Darryl Philbin150.00%0.00%---
Tom Haverford14100.00%0.00%---
Ben Wyatt10100.00%0.00%---
George Costanza10100.00%0.00%---
Elaine Benes80.00%0.00%---
Ann Perkins6100.00%0.00%---
Jerry Seinfeld6100.00%0.00%---
Frank Costanza4100.00%0.00%---
Cosmo Kramer30.00%0.00%---
Jean Ralphio3100.00%0.00%---
April Ludgate3100.00%0.00%---
Andy Bernard3100.00%0.00%---
David Puddy250.00%0.00%---
Estelle Costanza2100.00%0.00%---
Marge Simpson1100.00%0.00%---
Andy Dwyer1100.00%0.00%---

Finance Insights

  • P&L trend is stable; continue weekly utilization and package-mix monitoring.

Finance Metric Definitions

  • client_package_rate: Applied package rate by package type and class count with optional per-client override.
  • staff_payout_rule: Coach compensation by package type, track, and level using fixed or percent payout modes.
  • revenue: Session revenue from package-rate-per-class across all booked sessions.
  • staff_cost: Session-level coach cost computed from payout mode/value and session price.
  • gross_profit: Revenue minus staff cost.
  • margin_pct: Gross profit divided by revenue.

MoM Month History (Latest First)

Client Retention MoM

MonthActiveMoMRetainedNewChurnedRetention %
768+18677917390.27%
750+464310710386.19%
746+376151319486.74%
709-2660410513182.18%
735+24637987489.59%
711+18612998188.31%
693-336088511883.75%
726+695981285991.02%
657-365906710385.14%
693+17594998287.87%

Staff-Client Pairs MoM

MonthActive PairsRetainedNewDropped
86573313293
826677149161
838674164124
798661137147
80868712195
782657125106
763661102177
83865418480
73464589144
789641148106

Finance P&L MoM

MonthRevenueStaff CostGross ProfitMargin %SessionsGoalVs Last Mo Profit ΔVs 3M Avg Profit ΔVs Last Year Profit Δ
$358,706$147,558$211,14858.86%2,505Hit-23772-28346+113
$400,722$165,802$234,92058.62%2,800Hit-12633-1807+41584
$422,790$175,237$247,55358.55%2,948Hit+11544+12959+29856
$402,546$166,537$236,00958.63%2,795Hit+9390+8850+25171
$385,256$158,637$226,61958.82%2,670Hit-14534-4559+42783
$408,802$167,649$241,15358.99%2,826Hit+27449+30344+211383
$362,916$149,212$213,70458.89%2,511Hit-24972-3497-
$402,916$164,240$238,67659.24%2,785Hit+58630+35469-
$305,434$125,388$180,04658.95%2,101Hit-52835-33448-
$394,700$161,819$232,88159.00%2,714Hit+36186+26669-

Top Pairs (Current Month)

StaffClientMember No.Sessions
Oscar MartinezDean LinettiMID-0229214ADB9D18
Rachel GreenBritta GenneroMID-F787436B172516
Chandler BingJonah OlssonMID-5AF4D50C4CBC16
Jim HalpertDavid BallardMID-B58F7F1C9AEE13
Chandler BingKendall TookersMID-F0461CA362D612
Robin ScherbatskySam PearceMID-D81490E5E8DE11
Gunther CentralperkGunther DoyleMID-73A15AA0912911
Monica GellerShirley EverdeenMID-B4DAFB0B80D411
Gunther CentralperkJohnny WilsonMID-D2869293C85210
Robin ScherbatskyDan SeeleyMID-D6824F7FF37C9
Gunther CentralperkJeff WheatonMID-4546A84D725F9
Monica GellerJohnny WilsonMID-D2869293C8529
Monica GellerBrian KoothrappaliMID-5D260B1FCA729
Rachel GreenMike AdamsMID-3480FDC5F08D8
Rachel GreenNacho ResslerMID-4BAD1CF6CD968
Meredith PalmerAdrian MoltisantiMID-D81739275F408
Meredith PalmerWendy BarnesMID-6079ADC9E2D78
Jan LevinsonJacob TortelliMID-DABFE4F0966A8
Gunther CentralperkCreed AlmeidaMID-2A0F95DA6D7E8
Erin HannonErin PetersonMID-2B28C527D3D88
Stanley HudsonChang PearsonMID-32EC44007EA08
Lily AldrinMarcellus ColemanMID-51D7000A93918
Rachel GreenMarge YangMID-5B2FCC05794E7
Rachel GreenCamille ChambersMID-311B589A79047
Michael ScottManny GualtieriMID-4F481C205FAF7

Top Pairs (Overall)

StaffClientSessionsMonths Active
Monica GellerShirley Everdeen32718
Rachel GreenBritta Gennero29818
Monica GellerJonah Ehrmantraut24118
Jim HalpertDavid Ballard24017
Chandler BingJonah Olsson21818
Dwight SchruteVito Beesly20218
Mike HanniganDean Linetti19414
Chandler BingKendall Tookers17617
Robin ScherbatskyDan Seeley17217
Monica GellerJohnny Wilson16118
Chandler BingLaurel Bourne15918
Chandler BingLisa Scott15518
Gunther CentralperkCreed Almeida15317
Ted MosbyIceman Keating15117
Monica GellerBrian Koothrappali13517
Chandler BingAragorn Mathison12818
Rachel GreenCamille Chambers12716
Barney StinsonAndy McConnell12718
Gunther CentralperkLogan Holt12716
Monica GellerShirley Reyes12718
Lily AldrinJoey Hannon12515
Ranjit SinghCreed Gamgee12418
Robin ScherbatskyLilith Pinkman12217
Joey TribbianiFerris Lahiri12118
Gunther CentralperkJohnny Wilson12017