Dashboard Overview and User Management SOP

Objective

This SOP outlines the steps to navigate and utilize the dashboard for managing users and events effectively.

Key Steps

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.

Cautionary Notes

• 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.

Tips for Efficiency

• 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.

Link to Loom

https://loom.com/share/dbe6f3898f164cfcad74c2f4f73540c0