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How do I view the average revenue per plan for a selected period?
How do I view the average revenue per plan for a selected period?
Updated over 6 months ago

Currently there is not a way to view the average revenue per plan for the selected period. However, you can use these reports and calculate the all time average revenue per visit for a plan.

Follow these steps to calculate the all time average revenue per visit for a plan:

  1. From the main navigation menu select Reports

  2. Choose Plans

  3. Select the Active Plans Report

  4. Select a specific plan or plans from the Plan filter

  5. Choose all statuses Active, Pending, Paused, Completed, Canceled

  6. Export the report and import into Excel or Google Sheets

  7. Record the total for columns Client In Person Check Ins and Livestream Check Ins

  8. Choose Financials from the Reports menu

  9. Choose Sales

  10. Select Cash accounting basis

  11. Select Plans under Category

  12. Choose Category Item

  13. Select a Plan or Plans

  14. Set the date range to all time

  15. Record total

  16. Divide the total visits from the Active Plans report into the total revenue from the Sales report

  17. This is the all time average revenue per visit for the selected plans

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