Overview
Business intelligence summary · Sep 1, 2026 – Sep 22, 2026 · Today (Sept 22) is in progress
Collections by day
Dated non-overlapping buckets summing to net collections
Active-enrollment mix
By program · counts can overlap at the person level
63 enrollments shared by 57 unique clients.
Retention signals
Sept 1–22 baseline
Monthly targets
Owner-configured · explicit units
No targets configured
Monthly targets for collections, new clients/enrollments, and active clients appear here once the owner configures them. We do not invent real client goals.
Attention queue
Open the relevant list — no auto-messaging
Sarah M. (Full Coaching)
Early cancellation — 3 of 6 installments paid ($900). Remaining $900 scheduled, classification: Under review.
Opening FC client C1
Full Coaching 6-month term completed. Renewal/transition not recorded.
Opening FC client C2
Full Coaching 6-month term completed today. Renewal/transition not recorded.
Opening FC client F
$100 refund processed — confirm enrollment linkage and reason.
Ava L. / Theo R.
2 consultations booked for today — outcomes pending (today is in progress).
Calculated insights
With evidence · scope + date window + data-coverage noted
6 client-program overlaps: 63 active enrollments are held by 57 unique people.
Scope: All programs · Window: Sept 22 snapshot · Coverage: Full
Exit-vs-completion: 8 early cancellations vs 2 normal completions. Early exits dominate this period.
Scope: All programs · Window: Sept 1–22 · Coverage: Full
Whole-business opening-cohort churn is 13.0% (7/54). One program exit (Sarah M., Full Coaching) is not customer churn because she retains a Community enrollment.
Scope: Whole business · Window: Sept 1–22 · Coverage: Full