Reports & Analytics
Track performance, analyze trends, and make data-driven decisions
Dashboard Metrics
Real-time performance indicators
$48,250
Total Revenue
1,247
Active Members
68%
Conversion Rate
92%
Retention Rate
Last Updated
January 15, 2026 at 9:45 AM
Available Reports
Comprehensive data analysis and insights
Sales Report
Revenue breakdown by product, time period, and location
Key Metrics
- Total sales
- Average transaction
- Top products
- Sales by location
Frequency
Daily, Weekly, Monthly, Custom
Export Formats
Member Engagement
Member activity, retention, and usage patterns
Key Metrics
- Active members
- New sign-ups
- Cancellations
- Engagement score
Frequency
Weekly, Monthly, Quarterly
Export Formats
Coverage Analytics
Policy types, claims frequency, and risk assessment
Key Metrics
- Policies sold
- Coverage types
- Claims ratio
- Risk profile
Frequency
Monthly, Quarterly, Annual
Export Formats
Financial Summary
Commission breakdown, fees, and net payouts
Key Metrics
- Gross revenue
- Commission earned
- Processing fees
- Net income
Frequency
Monthly, Quarterly, Annual
Export Formats
Sales Report Breakdown
Detailed revenue analysis
December 2025 Sales Summary
| Product Type | Units Sold | Revenue | Avg. Price | Growth |
|---|---|---|---|---|
| Event Coverage | 127 | $6,350 | $50.00 | +24% |
| Monthly Plans | 84 | $4,200 | $50.00 | +15% |
| Annual Plans | 19 | $1,900 | $100.00 | +8% |
| Total | 230 | $12,450 | $54.13 | +18% |
Top Performing Locations
Payment Method Breakdown
Member Engagement
Activity patterns and retention metrics
1,247
Active Members
68%
Sign-Up Rate
92%
Retention Rate
Member Growth Trend
December 2025
+147 new • -15 churned
+132
1247 total
November 2025
+132 new • -18 churned
+114
1115 total
October 2025
+125 new • -21 churned
+104
1001 total
September 2025
+118 new • -19 churned
+99
897 total
Export Options
Download reports in multiple formats
Select Report Type
Choose from Sales, Engagement, Coverage, or Financial reports
Set Date Range
Pick preset periods (This Month, Last Quarter) or custom date range
Apply Filters
Filter by location, member type, product category, or payment method
Choose Format
Select PDF (visual reports), CSV (data analysis), or Excel (advanced)
Generate & Download
Click 'Generate Report' and download when ready (30-60 seconds)
PDF Reports
Professional, print-ready reports with charts and visualizations. Best for presentations and stakeholder meetings.
- • Executive summaries
- • Visual dashboards
- • Branded formatting
CSV Data
Raw data export for custom analysis. Compatible with all spreadsheet software and database tools.
- • Transaction-level detail
- • Easy import to Excel
- • Custom calculations
Excel Files
Pre-formatted spreadsheets with formulas and pivot tables. Ready for advanced analysis right away.
- • Multiple worksheets
- • Built-in formulas
- • Pivot table ready
Scheduled Reports
Set up automatic report delivery to your email. Choose weekly, monthly, or quarterly schedules. Reports are generated and sent automatically on your preferred day.