Understanding Your Dashboard

The Dashboard is the command center for your academy. It gives you a real-time overview of your gym's performance, including revenue trends, failed payments, and recent cancellations.

[!IMPORTANT] The Flow Roll dashboard relies directly on data from Stripe. If your Stripe account is not linked, you will only see a "Demo Mode" with sample data. To view your real metrics, navigate to the Account page, scroll down to the Stripe Integration section, and click Link Stripe Account to Gym.

1. Navigating Your Metrics

Your dashboard is designed to give you a complete picture of your academy's financial health by pulling data directly from Stripe.

The Revenue Chart

At the top of the dashboard, you'll see a bar chart comparing your Current revenue against the Previous period.

• The colored bars represent your current date range.
• The gray bars represent the exact same number of days leading up to your start date, giving you an immediate visual comparison of your growth.

Key Financial Indicators

Below the chart, you can track critical financial metrics, including:

• Total Revenue: Total money collected before fees (your gross revenue for the period).
• Net Revenue: What's left after Stripe fees, refunds, and disputes are deducted.
• Refunds & Disputes: Money returned to members and chargebacks you're contesting.
• Delinquent Invoices & Declined Payments: Keep an eye on failed transactions so you can follow up with members whose cards have expired.

Stripe fees and uncaptured (authorized-but-not-captured) payments live inside a collapsible Fees & Uncaptured section rather than as standalone top-level indicators—expand it when you want to break those costs out.

2. Notifications

A Notifications (bell icon) button sits beside the Dashboard heading at the top of the page, so you don't have to leave the landing page to spot a failed payment. The same bell appears on the Members and Follow Up pages, and all three share the same counts.

• A red badge counts items that need action: member status changes, failed payments, and cash-paying members whose membership has lapsed.
• A blue badge counts members with a birthday today.

Click the bell to open the notifications panel. It has two tabs:

• Status groups everything into Payments due (cash-paying members whose paid-through date has passed), Birthdays, and Updates (status changes, failed payments, and new leads). Status-change updates show the old and new status side by side—for example Active → Past Due—and failed payments include the amount and the reason the card was declined.
• Follow-ups lists active members who haven't visited within your follow-up window.

Every notification is about a member: click one to close the panel and jump straight to that member's profile.

To clear notifications, swipe an item in the Updates group from right to left, or click Clear next to the Updates heading to dismiss them all.

[!NOTE] Only the Updates group can be dismissed, and only by admins and editors. Payments due, Birthdays, and Follow-ups resolve themselves once the member pays, the day ends, or the member checks in.

[!IMPORTANT] If an Enable Notifications prompt appears when you click the bell, push notifications are switched off for Flow Roll on your device. Click Open Settings to turn them on, or Not now to skip—the in-app list works either way.

3. Changing the Date Range

By default, the dashboard shows data from the last 30 days. You can easily adjust this to analyze specific months, quarters, or promotional periods.

1. Select Dashboard (grid icon) from the left navigation menu.
2. Click the calendar-icon button showing the current date range (e.g. Jul 19 - Aug 18) in the row above the chart, opposite the Current / Previous legend.
3. Choose your desired start and end dates from the calendar popup.
4. Select Save. The charts and metrics will instantly update to reflect the new time period.

4. Viewing Transaction Details

You can view detailed information for specific refunds, declined payments, and delinquent invoices directly from the dashboard.

1. Scroll to the metric cards below the main chart.
2. Click any metric that features a list — Refunds, Disputes, Delinquent, or Declined — to expand it. Every row shows the member and the exact amount inline, plus the reason for refunds, disputes and declines (delinquent rows show the due date and invoice status instead).
3. Click a row in any of the four lists to open a detail panel with the full breakdown. Transactions tied to a Stripe customer include a View Member Profile shortcut—it jumps straight to that member when the customer is linked, and says so inline when it isn't.

[!TIP] The Declined list is grouped by member, so if someone's card fails several times in the period, you'll see one consolidated entry for them instead of a separate row for every attempt—making it easy to spot exactly who to follow up with.

5. Reviewing Cancellations & Paused Members

Understanding churn is vital for a growing academy. The dashboard automatically tracks members who have recently paused or canceled their subscriptions within your selected date range.

1. Scroll to the bottom of the Dashboard page.
2. Locate the Cancellations and Paused Members sections. They're collapsed the first time you visit, with a count badge on each header—click the header to expand. Flow Roll remembers each section's state on your device, so they'll reopen the way you left them.
3. Select any member in the list to view their plan details and the specific dates their subscription was paused or canceled.

6. AI Summaries

If you have enabled AI Summaries in your Account Settings, an AI Insights card appears near the top of your dashboard. Click Generate Insight and Flow Roll analyzes your financials for the selected period — net and gross revenue, refunds, disputes, delinquent invoices, declined payments, and cancellations — then writes a plain-English executive summary highlighting how your gym is performing and flagging concerns (like a spike in declined payments or rising cancellations). Once the summary finishes writing itself out, click Analyze to regenerate it (a refresh icon on phones), or Ask Flow to ask follow-up questions about your financials (Ask Flow isn't available in Demo Mode).

7. Privacy & Demo Modes

Hiding Financial Values: If you want to view your dashboard in a public space (like the front desk) without exposing your gym's revenue numbers, you can hide them.

1. Go to the Account page.
2. Under Configuration, toggle Show Dashboard Values off.
3. Your dashboard keeps its full layout, but every dollar amount is masked as $**** (member names and plans mask too), the revenue chart is replaced with a "Chart Hidden by Admin" placeholder, and a Values Hidden by Admin banner appears. The cards and sections stay in place with their figures concealed, except the AI Insights card, which is hidden entirely; the cancellation and paused-member rows also stop opening their detail sheets while values are hidden.

Demo Mode: If you haven't linked your Stripe account yet, the dashboard will operate in Demo Mode, displaying sample data so you can see how the analytics look before fully committing.