Studio — Business Report

Memberships · Coaching · Matchmaking
Source: Client Files · refreshed today

Revenue by line — this month

Monthly revenue — last 7 months

Members by tier

Matchmaking pipeline — by stage

Coaching sessions — per month

Matches made — per month

Referrals pipeline

— where new clients come from

Referral funnel

Referral source

Top referrers — by referrals sent

Clients — click a row to open their file (drill-through)

ClientTierStageCoaching (mo)VettingMatchesMonthly value
Drill-through: every visual — Membership, Coaching and Matchmaking — reads from the same source as Client Files. Clicking a client opens that person's file; slicers filter the whole report.