Conversion (tile)

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.

Row	What it is
Members, Beg. of Period	Count of active paying members on the start date.
New Membership	Count of new paying memberships activated during the period. Also known as Gross New Members.
Terminated	Number 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 Members	`Members, End. of Period − Members, Beg. of Period`
Members, End. of Period	Count of active paying members on the end date.
New Clients	Same 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

Row	What it is	Source
New Client Forms Completed	Count of completed New Client Forms attributed to the selected studios whose submission date is in the period.	New Client Form submissions
New Clients	Same 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

Column	What’s counted in the numerator	Denominator
New Members	Paying 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 Members	Paying 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

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

Overview

KPI Tiles

Other Widgets

Treasury Management

The tile

Panel: Conversion Breakdown

Panel: WELS Method — NCFs

Panel: Member Mix

Panel: Membership Breakdown

​The tile

​Panel: Conversion Breakdown

​Panel: WELS Method — NCFs

​Panel: Member Mix

​Panel: Membership Breakdown

The tile

Panel: Conversion Breakdown

Panel: WELS Method — NCFs

Panel: Member Mix

Panel: Membership Breakdown