Analytics
Review your month or a launch
A short routine for reading Analytics at the end of a month or after a launch, and turning what you see into next steps.
Analytics is most useful as a habit. This routine takes about ten minutes and works the same for a regular month or the week after a launch.
When to use this
- The first few days of each month, looking back at the last one.
- A week or two after a launch, a new offering or a promo code.
- Before you change prices, to know what you're starting from.
Set the period
Open Business → Analytics. For a monthly review, click Custom and pick the first and last day of the month, then Apply. For a launch, pick 7 days or 30 days, or a Custom range starting on launch day.
Read the trend on revenue and earnings
Look at Total Revenue and Net Earnings and the line under each, such as "▲ 22% vs prior period". That compares your period with the same number of days just before it. On 7 days and 30 days, the badge next to Revenue & Earnings Over Time also tells you whether the second half of the period was stronger than the first.
See where the money came from
Scroll to Revenue by Offering Type. To check one kind of offering on its own, set Filter by type (for example Event) and watch Total Revenue, Net Earnings and the chart change. Set it back to All offerings when you're done.
Check your membership
Read Active Subscribers, MRR and Subscriber Tier Split. These are today's numbers, so compare them with what you noted last month. Then read Churn Rate for the period.
Check payments that went wrong
In Refund & Success, look at Refunded and Failed. A rise in Failed usually means cards expiring or being declined.
Look at the funnel
In Conversion Funnel, compare Leads with Customers. Lots of leads and few customers means people are interested but not yet buying.
Write down three numbers
Note Net Earnings, Active Subscribers and MRR somewhere you'll see next month. Several cards show today's value only, so your notes are how you'll see month-on-month change.
Turning it into action
| What you found | Next step |
|---|---|
| A launch spiked, then dropped off | Normal. Follow up with buyers: a welcome email for new members, or a next offering for event attendees. |
| The launch code did little | Open a few payments in Payouts & Transactions to see if the code was used. Make the code easier to find when you share it. |
| Churn rose | Open Past subscribers in Customers & Subscribers and write to a few people personally. |
| Failed payments rose | Send a short, kind note to members asking them to check their card. |
| Most revenue is from sessions, few memberships | Consider a membership tier that includes what your regulars buy, or a pass. |
| Leads keep growing, customers don't | Try a free trial or a time-limited promo code, and send an announcement. |
Tips
- Compare like with like. A 30-day period against a 31-day month gives a slightly different picture; use Custom for calendar months.
- For your accountant or a deeper look, export payments from Payouts & Transactions. Its CSV includes the promo code used on each payment, so you can count how often a launch code was redeemed.
- Ask Soul AI on Home for a quick read, such as "Compare my revenue this month with last month" or "What did my spring retreat earn after fees?"