Mastering KPI Reporting in WellnessLiving

Last Updated on 4 November, 2025

In today’s dynamic and highly competitive wellness industry, staying on top of your business’s performance is essential for growth and success.

Key Performance Indicators (KPIs) provide valuable insights into your business’s health, helping you make data-driven decisions and optimize your operations. WellnessLiving’s leading all-in-one business management software for fitness and wellness businesses offers a comprehensive suite of tools to manage and analyze KPIs effectively.

Whether you’re a gym owner, yoga studio manager, or a personal trainer, understanding and harnessing the power of KPI reporting will enable you to make informed decisions, identify areas of improvement, and drive growth.

In this article, we’ll explore how to effectively pull reports for key KPIs within WellnessLiving, enabling you to make data-driven decisions and drive business growth.

KPI Report #1: Revenue by category

Monitoring revenue by category is crucial for assessing the financial health of your wellness business. We’ll show you step-by-step how to generate reports within Wellnessliving that break down revenue by different categories, such as classes, services, memberships, or products. By understanding which categories contribute the most to your revenue, you can optimize pricing, marketing efforts, and resource allocation.

WellnessLiving’s advanced reporting comes included with each account.

KPI Report #2: Total visits by service category

Tracking the total visits by service category provides valuable insights into customer preferences and utilization patterns. We’ll guide you through generating reports that highlight the number of visits for each service category in WellnessLiving. This information helps you identify popular services, optimize scheduling, and tailor marketing strategies to maximize customer engagement.

KPI Report #3: Unique clients who visited

Understanding the number of unique clients who have visited your wellness business is essential for measuring customer acquisition and retention. We’ll demonstrate how to extract reports from WellnessLiving on the number of distinct clients who have engaged with your services over a specific period. This data enables you to evaluate customer loyalty, refine marketing campaigns, and enhance customer experiences.

KPI Report #4: Total paid visits by service type

Analyzing the total paid visits by service type helps you gauge the profitability and demand for different offerings. We’ll walk you through pulling reports in WellnessLiving that outline the number of paid visits for each service type. This information empowers you to optimize resource allocation, tailor service offerings, and identify opportunities for revenue growth.

KPI Report #5: New account creations

Monitoring the number of new account creations is crucial for measuring customer acquisition and the effectiveness of your marketing efforts. We’ll show you how to generate reports in WellnessLiving that track the number of new accounts created over a specific period. This data allows you to evaluate the success of marketing campaigns, assess customer conversion rates, and identify areas for improvement.

KPI Report #6: Number of intro packages expiring

Tracking the number of intro packages set to expire is vital for managing customer engagement and revenue. We’ll guide you through generating reports within WellnessLiving that highlight the upcoming expiration of intro packages. This information empowers you to proactively reach out to clients, offer renewal incentives, and optimize retention strategies.

WellnessLiving makes learning from your KPI reports easy

By harnessing the power of WellnessLiving’s reporting capabilities, you can gain valuable insights into your business’s financial performance, customer engagement, and growth potential. Our one-click reports and intuitive software give you all the tools you need to grow your buisiness quickly and sustainably.

Want to see just how easy your monthly reports can be? Reach out today for a free demo of WellnessLiving.