Analytics & insights · Dashboards

A simple weekly analytics routine (15 minutes)

A practical once-a-week loop through your dashboards: revenue, subscription warnings, member activity, content winners and leads — which numbers to check, in what order, and what to do about each.

Why a routine beats obsessing

Analytics helps most when checked on a rhythm — often enough to catch problems early, rarely enough that you're building instead of staring at charts. Fifteen minutes a week covers everything that matters for a membership business. Here's an order that works.

The five checks

1. Money (2 min): glance at the Money in card on your dashboard, then the Sales view for net sales versus the previous 30 days and your MRR estimate. You're looking for direction, not decimals.

2. Warnings (3 min): in the Subscriptions view, check past-due payments and trials ending within 7 days. These are the two lists where a quick action this week directly saves revenue.

3. People (4 min): open the People view, note active members in the period, and sort the table by dormant. Pick a few quiet paying members and plan one friendly touchpoint — the churn risk counter should trend down over time, not up.

4. Content (3 min): in content analytics, scan the Most popular table and the watch time cards. Whatever tops the list is your audience telling you what to film next.

5. Leads (3 min): open Leads under Payments, check for new abandoned checkouts and lead-magnet signups, and send warm follow-ups while the interest is fresh.

Make it even easier

Once the loop feels familiar, compress it: ask your AI assistant (Benny by default — tenants can rename it) for the week's summary — sales, new signups, trials ending, top videos and new leads — in one message. For a fully hands-off version, the API can deliver the same weekly digest to your inbox or team chat automatically.

The goal each week is one insight and one action. A single win-back message, one follow-up to a warm lead, or one decision about what to film — done weekly — compounds into visible growth.

Good to know

  • Anchor the routine to a fixed slot — many creators do Monday morning before content work.
  • Track just three numbers over time in a note: MRR, active members in the last 30 days, and churn risk. Trends beat snapshots.

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