Reporting & Analytics

Understand your business with approachable reporting

OfferingTree's built-in reports show you what's working, what isn't, and who's about to slip away without requiring a background in data science or hours of manual work. Everything you need is already in one place.

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Why OfferingTree

Built-in reports that answer your actual questions

All your data, already together

Because booking, payments, client management, and marketing all live inside OfferingTree, your reports pull from a single source of truth. No more exporting CSVs from three apps and trying to reconcile them in a spreadsheet.

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Pre-built reports for studios like yours

OfferingTree's KPI scorecards and reports are designed for wellness businesses, not beauty salons, med spas, retail or service companies. You'll see the metrics that actually matter: class fill rates, teacher performance, intro offer conversion, revenue trends, and more.

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Ask questions, get answers

Not sure how to find what you're looking for? Just ask. Type questions like “Which classes have been performing the best in the last three months?” and Sprout, our data assistant, will give you an answer without running multiple reports.

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See who's at risk before they cancel

At-risk client reports and automated alerts show you who hasn't been in recently, whose membership is about to lapse, or who bought an intro offer and never came back. So you can reach out while there's still time, not after they've already left.

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Customer Stories

Studio owners who know what's going on in their studio

Our customers are the real heroes of OfferingTree

What's Inside

Every report you need to run your studio with confidence

Revenue reports

See total revenue, revenue by service type, and payment trends over any time period.

Revenue reports

See total revenue, revenue by service type, and payment trends over any time period.

Class performance reports

Track fill rates, attendance trends, and cancellation rates by class, teacher, and time slot.

Class performance reports

Track fill rates, attendance trends, and cancellation rates by class, teacher, and time slot.

Teacher performance reports

Understand which teachers are driving retention and bookings so you can support and reward the right people.

Teacher performance reports

Understand which teachers are driving retention and bookings so you can support and reward the right people.

Client retention reports

Monitor how many clients are coming back, how often, and where drop-off tends to happen.

Client retention reports

Monitor how many clients are coming back, how often, and where drop-off tends to happen.

Package and membership reports

Track which packages and memberships are selling, which are expiring, and where upsell opportunities exist.

Package and membership reports

Track which packages and memberships are selling, which are expiring, and where upsell opportunities exist.

At-risk client alerts

Get automatically notified when clients show signs of disengagement so you can reach out before they cancel.

At-risk client alerts

Get automatically notified when clients show signs of disengagement so you can reach out before they cancel.

FAQs

Questions we hear a lot

Do I need to be good with numbers or data to use OfferingTree's reports?

Do I have to pull data from different platforms and combine it myself?

What is Sprout and how does the data Q&A work?

Can OfferingTree tell me which clients are about to cancel?

Can I see how individual teachers or classes are performing?

How far back does the reporting data go?

See OfferingTree in action

Test us out in with a free playground mode to see how OfferingTree would work for you. It's pre-loaded with a schedule, registrations, payments and other data

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