Make Growth Decisions with Confidence.
Track financial health, retention, and program performance in one place so your next move is based on data, not guesswork.
See Cash Health at a Glance.
Revenue, expenses, profit, and outstanding balances are visible immediately when you log in.
- Visualize revenue vs. expense trends over time.
- Instantly see key metrics like total revenue, net profit, and outstanding balances.
- Analyze your spending with an automatic expense category breakdown.
Know Which Programs Drive Retention.
Identify your strongest offerings, where drop-offs happen, and where to focus your team for growth.
- Analyze enrollment trends, completion rates, and client retention.
- Visualize client progress to identify top performers and those who need help.
- Understand client demographics like age and gender distribution.
- Follow the full client lifecycle — joins, retention, and satisfaction — with Client Insights analytics (Growth plan).
- Spot at-risk clients on a churn and satisfaction watchlist before they leave (Professional plan).
Export Clean Reports in Minutes.
Generate operational and financial reports quickly so owners, managers, and accountants stay aligned.
- Run critical reports like invoice aging and payments received.
- View a complete, filterable history of all financial transactions.
- Export client lists, financial data, and more with a single click.
One Screen That Tells You What Needs Attention.
Open Analytics and start with a single overview instead of hunting through reports. Then drill into the numbers behind a card.
- Four headline tiles: money collected, active families, class fill, and attendance.
- A Needs attention list of up to five cards, plus an Opportunities list when there is good news.
- A weekly money collected chart, the last 12 weeks against the 12 before.
- Program Health and Families pages show up to four tiles compared with the previous term or month, with suggested next actions.
The Analytics Overview is on the Growth plan and up; Program Health is on the Professional plan and up. The four numbers to check every term
