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.

Money moving out is written the way an accountant writes it: a $35.10 refund reads ($35.10) in red, not $-35.10. You'll see the same style on Net Revenue and Total Revenue whenever refunds and disputes outweigh payments for the period, and on a payout that pulled money back out of your bank.

Payouts to Your Bank

Net Revenue answers what you earned; payouts answer what actually landed in your bank. Click the Net Revenue card to expand it, and a PAYOUTS TO YOUR BANK section opens underneath.

• A Received box totals every payout that arrived inside your selected date range. Payouts land about 2 business days after a payment, so it won't match Net Revenue exactly.
• Right now is live and deliberately ignores the date filter: On the way is money Stripe has already sent, with its expected arrival date, and Still with Stripe is the balance Stripe is holding for you.
• Below those, every payout is listed with the day it reaches your bank and a Paid, On the way, or Failed label—anything failed or still in progress sits at the top. Past ten arrivals, a button counting the rest — Show all 14 payouts, with your own number — opens them.

[!NOTE] If a payout fails, a Payout failed badge appears on the Net Revenue card before you even expand it, and the row itself tells you which way it went—either your bank rejected the payout (the money returns to your Stripe balance, so update your bank details in Stripe) or Stripe couldn't take money from your bank to cover refunds and disputes.

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

Who Can See Financial Values: Money on the dashboard is granted by role, and admins always see it—no setting can lock an admin out of their own numbers.

1. Go to the Account page.
2. Click Financial Values (only an admin can open it).
3. Set Dashboard to Everyone, Admins & editors, or Admins only. The same sheet sets Transactions and Billing issue alerts separately.

A role that isn't allowed to see dashboard money still gets the whole page, with the numbers masked instead of an error: a Financial Values Hidden banner reading "Financial values are hidden for your role. Ask a gym admin to change this in Account → Financial Values.", every amount as $**** (member names and plans mask too), Chart hidden for your role in place of the revenue chart, and no AI Insights card. Cancellation and paused-member rows also stop opening their detail sheets.

Hiding Values on One Device: Running the dashboard at the front desk? Click the eye icon beside the Dashboard heading to mask every figure on that device. Amounts become $****, the chart reads Chart hidden on this device, and the Financial Values Hidden banner carries a Show button to bring them straight back. The setting sticks across restarts and sign-ins on that device and also covers the Purchase page and Manage Billing—but it's convenience, not a permission: anyone holding the device can click the eye and show the numbers again. The icon appears only once Stripe is linked, and only for roles allowed to see money.

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.