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 Period 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. 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 (home icon) from the left navigation menu.
2. Click the Date Range button (calendar icon) located above the chart.
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.

3. Viewing Transaction Details

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

1. Scroll to the Revenue Summary 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, the reason, and the exact amount right inline.
3. For Refunds and Delinquent, click a row to open a detail panel with the full breakdown—including a View Member Profile shortcut that jumps straight to that member. (The Disputes and Declined rows show everything inline and aren't clickable.)

[!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.

4. 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 lists.
3. Select any member in the list to view their plan details and the specific dates their subscription was paused or canceled.

5. 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). Click Analyze to regenerate it, or Ask Flow to ask follow-up questions about your financials.

6. 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 number is masked as $****, the revenue chart is replaced with a "Chart Hidden by Admin" placeholder, and a Values Hidden by Admin banner appears. The cards and sections all stay in place—only the actual figures are concealed.

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.