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Documentation Index

Fetch the complete documentation index at: https://docs.degreewellness.com/llms.txt

Use this file to discover all available pages before exploring further.

The tile

Conversion %New Membership ÷ New Clients, expressed as a %. The numerator includes all new paying members in the period, including returning clients who become members — not just clients who were new-in-period and also converted. If a client who visited last year signs up for a membership this month, they count toward Conversion this period even though they aren’t a “new client” this period. | Source | MBO memberships and visits |

Panel: Conversion Breakdown

Paying-member roster movement across the period. “Paying” excludes the following non-paying membership types: BA Membership, Brand Ambassador Membership, Employee Membership, Employee Unlimited Membership, Manager Membership, UNF Athletics IN-SEASON, UNF Athletics OFFSEASON.
RowWhat it is
Members, Beg. of PeriodCount of active paying members on the start date.
New MembershipCount of new paying memberships activated during the period. Also known as Gross New Members.
TerminatedNumber of paying members who cancelled during the period. Displayed wrapped in parentheses, e.g. (5). Derived from roster movement: `Net New Members − New Membership`.
Net New MembersMembers, End. of Period − Members, Beg. of Period
Members, End. of PeriodCount of active paying members on the end date.
New ClientsSame figure as the New Clients tile — repeated here because Conversion % uses it.
Conversion %Same value as the tile headline: (New Membership ÷ New Clients) × 100.

Panel: WELS Method — NCFs

RowWhat it isSource
New Client Forms CompletedCount of completed New Client Forms attributed to the selected studios whose submission date is in the period.New Client Form submissions
New ClientsSame figure as the New Clients tile.MBO visits
NCF Completion(New Client Forms Completed ÷ New Clients) × 100.

Panel: Member Mix

Two side-by-side columns per row: New Members (this period) and All Members (end-of-period roster). All values are percentages. Membership-name match rules (case-insensitive):
  • Core — name contains core and not family
  • Premier — contains premier and not family
  • Unlimited — contains unlimited and not family
  • Premier Family Add-On — contains premier and family
  • Unlimited Family Add-On — contains unlimited and family
ColumnWhat’s counted in the numeratorDenominator
New MembersPaying members of the matching type who are still active at end of period and whose first membership activation is on or after the start date.Total count of paying members who were still active at end of period and activated during the period.
All MembersPaying members of the matching type active at end of period.Members, End. of Period.
The five mix rows may not sum to 100%. The denominator covers all paying types; the rows only show Core / Premier / Unlimited / Family. Other paying types (e.g. Ready, Recover, Renew) are in the denominator but don’t get a row.

Panel: Membership Breakdown

RowWhat it is
Members, averageSimple two-point average: (Members, Beg. of Period + Members, End. of Period) ÷ 2. Not an average across every day in the range.
ASPMonthly-equivalent revenue per member: (Membership Revenue ÷ Members, average) × (365 ÷ 12) ÷ days in range.
Membership RevenueTotal revenue in the period from any payment line attached to a client contract — not just line items in the “Memberships” Sales Category.