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This SOP outlines the steps to navigate and utilize the dashboard for managing users and events effectively.
1. Understanding User Metrics 0:00
Total Users: Represents everyone who has ever booked an event.
Current Members: Active memberships at present.
New Users: Users who booked an event in the current month.
Event Revenue: Total revenue from events booked.
Membership Revenue: Revenue from memberships purchased.
Total Bookings: List of all bookings for the month.
2. Identifying At-Risk Users 0:39
At-Risk Users: Users who have not booked in the last 2 to 8 weeks.
Completed Memberships: Users who completed their membership in the last 30 days.
3. Accessing User Details 1:05
Click on Total Users to view detailed information.
Check for memberships and bookings associated with each user.
4. Reviewing Revenue and Bookings 1:36
Review Event Revenue and Membership Revenue to track financial performance.
Note any bookings that have been cancelled or refunded.
5. Exporting Data 2:08
Use the export function to download data to Excel.
Export at-risk users or total users for further contact.
Ensure to verify the accuracy of user data before taking any actions based on it.
Be cautious when contacting at-risk users; personalize your communication to improve engagement.
Regularly check the dashboard to stay updated on user metrics and revenue.
Set reminders to follow up with at-risk users to enhance retention.
Utilize Excel exports for better data analysis and tracking.