Overview
Open Analytics in the main nav and select the Marketing category to reach three dashboards:- Marketing dashboard (
/analytics/marketing/dashboard) - sales funnel, lead sources, conversion rates, and pipeline value from your deals. - Email analytics dashboard (
/analytics/marketing/email-dashboard) - delivery and engagement status for sent emails, plus unsubscribed contacts. - Promotions (
/analytics/marketing/promotions-dashboard) - redemption volume, credit issued, discounts given, and per-promotion and per-member breakdowns.
analytics.read.club permission. Each dashboard opens on a filter bar: a Time range selector and, where it applies, a club selector.
Filtering
The filter bar at the top of each dashboard controls what the metrics cover:- Time range presets: Today, Yesterday, Last 3 days, Last 7 days, Last 2 weeks, Last 30 days, Last 90 days, Last 6 months, Last year, This year, Previous year, and Custom date range. Choosing Custom shows Start date and End date pickers.
- Club filter: on the Marketing dashboard you can scope to a single club or leave it on all clubs. The Email and Promotions dashboards are organization-wide and have no club filter.
Marketing dashboard
This dashboard turns your deals pipeline into funnel and conversion metrics for the selected date range. The date range filters on when each deal was created.Summary metrics
Two rows of cards summarize the pipeline:
Qualified, Proposals, Closed Won, and Closed Lost are derived by matching keywords in your stage names, not from a fixed status field. If your pipeline stages are not named with those words, these cards and the conversion rates below read 0 even when deals exist. See Troubleshooting.
Charts
- Sales Funnel - a horizontal bar per pipeline stage, ordered by the stage sort order you set in your pipeline, showing the deal count in each stage.
- Lead Sources - deal count grouped by deal source. Deals with no source are grouped as Unknown.
- Lead Trends - a line of deals created per day across the range, with empty days filled as 0.
- Conversion Rates - four tiles: Leads to Qualified, Qualified to Proposal, Proposal to Won, and Overall (won as a share of total leads).
Email analytics dashboard
This dashboard reports on emails your gym has sent, drawn from your messages and their per-recipient delivery and engagement status. It is organization-wide and filtered only by time range.Summary metrics
- Total Sent - the count of email recipients in the range.
- A card per status that has activity. The effective status prefers a recipient’s engagement status (for example Opened, Clicked), then delivery status (Delivered, Bounced, Dropped), then the message status. Statuses you may see include Delivered, Opened, Clicked, Deferred, Bounced, Dropped, Spam Report, Unsubscribed, and Failed.
Charts and tables
- Sent Emails by Status per Week - a stacked bar chart with one bar per ISO week, each segment a delivery or engagement status.
- Unsubscribed Contacts - a table of contacts who have opted out of marketing email, with their opt-out date. This reads from each contact’s marketing email preference, so it also includes people who unsubscribed outside a specific send.
Promotions
This dashboard measures how your promotions (vouchers and discounts) get redeemed. The date range filters on when each redemption happened, not when the promotion was created. Redemptions tied to a voided or refunded transaction are excluded, so the totals reflect settled activity only.Summary metrics
A voucher applied directly as money off a booking counts under Discounts Given, not Credit Issued, because no wallet was credited. Only a voucher that actually credits a wallet counts as credit issued.
Charts and tables
- Redemption Trend - a dual-axis line chart of redemption count and redeemed amount per day.
- Per-Promotion Summary - one row per promotion with its code, Uses, Revenue (total order value on redemptions), Discount (amount given), New Users (redeemers who joined within 30 days before redeeming), and Avg Order.
- Per-Member Summary - one row per member with Uses, Promotions Used (distinct promotions), Total Saved/Credited, and Last Redemption. Redemptions with no member are grouped into a single Anonymous row.
Worked examples
Padel club measuring lead quality by channel. A padel club runs paid ads, walk-in enquiries, and a website contact form. On the Marketing dashboard they set the range to Last 90 days and read Lead Sources to see which channel produces the most deals, then check Win Rate and the Conversion Rates tiles to confirm those leads actually convert. Ads may bring the most leads while walk-ins convert at a higher rate. Jiu-jitsu academy validating an intro-offer voucher. The academy issues a “first month free” voucher and wants to know whether it brings in new members rather than rewarding existing ones. On Promotions, the Per-Promotion Summary row for that voucher shows New Users alongside Uses, so they can see how many redeemers were genuinely new, and Revenue shows the order value those redemptions carried. Yoga studio checking a re-engagement email. After sending a win-back email to lapsed members, the studio opens the Email analytics dashboard for the matching week, reads Delivered and Opened against Total Sent, and watches the Unsubscribed Contacts table to make sure the campaign is not costing them their list.Tips & best practices
- Name your pipeline stages with the words the funnel expects (“Qualified”, “Proposal”, “Closed Won”, “Closed Lost”) so the conversion metrics populate. See Pipeline.
- Always set a deal source on new deals so the Lead Sources chart stays meaningful and the Unknown bucket stays small.
- Compare like-for-like ranges (for example This year versus Previous year) rather than mixing a preset with a custom span.
- Read promotion Revenue and Avg Order together with Uses: a promotion with many uses but low revenue may be discounting members who would have paid full price.
- Use the Unsubscribed Contacts table as a health check after every large send, not only when open rates drop.
Troubleshooting
Related
- Analytics overview - All analytics categories and how the hub works.
- Pipeline - The deals, stages, and sources behind the Marketing dashboard.
- Deals - Individual deal records that feed the funnel.
- Promotions - Vouchers and discounts measured on the Promotions dashboard.
- Automations - Event-driven emails whose sends appear in the Email dashboard.