Export as Excel:Exports Do First + Schedule members as .xlsx · name, phone, email, quadrant, visits, membership + outreach scriptsCoach report:Copies Monday brief to clipboard · paste into coaches chat
Free memberunder capWoW-elevatedBars = W-4 to now · purple line = cap
Priority Matrix
— members
DO FIRST
At Risk + low visits, or gone after being active, or under 3/wk with sharp drop. Contact today.
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SCHEDULE
At Risk but attending, or 2-week WoW decline, or under 3/wk and declining. Re-engage this week.
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MONITOR CLOSELY
Not flagged but under 3/wk, low visits, or Q4 member with sudden dip. Early warning.
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MAINTAIN
3+ visits/wk, not flagged, no WoW alarm. Celebrate and retain.
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New Member Tracker · 12wk · 3x/wk
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— on track— watch— concern
3x/week target · 36 visits over 12 weeks · dashed dots = milestones · click for detail
Membership Holds
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— overdue— this week— upcoming
Overdue holds need immediate contact. Returning members get a welcome-back message.
Expiring Memberships
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— at risk0— challenges ending
No auto-renew set. Members below have memberships expiring without renewal — reach out before the expiry date to retain them.
Log contact
Method
Outcome
Notes
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🔄 Update Attendance Data
Run this each Monday to keep the dashboard current as of the Sunday just passed.
In Wodify, go to Reports → All Attendances
Set date range: last 90 days (today back 90 days)
Export as CSV and open the file in a text editor
Select all (Cmd+A), copy, then paste below
Member Engagement Dashboard
How to read the board and understand the quadrant system
📐 The Four Quadrants
Every member sits in one quadrant based on their attendance over the last 30 days. Quadrant placement updates automatically each week when the dashboard is refreshed.
🔴 DO FIRST — Contact today
Members who have gone missing after being active, flagged At Risk by Wodify, or shown two consecutive weeks of zero attendance. Fraser handles these personally — call or SMS same day.
🟠 SCHEDULE — Re-engage this week
Members averaging fewer than 8 sessions in the last 30 days, or showing a declining pattern over 2–3 consecutive weeks. Fraser schedules a direct conversation.
🟡 MONITOR CLOSELY — Early warning
Members averaging 8–11 sessions in 30 days. Not in crisis but not thriving. A warm floor conversation from their coach can stop a slide before it becomes a problem. These are assigned to coaches via the Coach Outreach Board.
🟢 MAINTAIN — Keep the fire burning
Members averaging 12+ sessions in 30 days. Consistent and engaged. Coaches celebrate milestones, check in on goals, and look for referral opportunities.
📊 How to Read the Data
Weekly windows (Mon–Sun)
Last week (v7) — sessions Mon–Sun of the most recently completed week
Week before (v714) — the week prior to that
30d — total sessions in the last 30 days (the primary threshold)
WoW — week-on-week change (e.g. +2 or −3)
Str — consecutive weekly attendance streak
WoW elevation rules
Gone last week after 2+ visits the week before → Do First
Two consecutive weekly drops while still attending → Schedule
Maintain member with a sharp drop last week → Monitor
Filters and views
Location tabs — filter the whole board to Wynnum or Capalaba
Cards / List toggle — switch each quadrant between chip view and a sortable table
↓ Export button — download any quadrant as an Excel file with outreach scripts
Needs action filter — hide already-contacted members to focus on outstanding outreach
Mark as contacted — tick a member after speaking with them; syncs across devices
📅 Weekly Update Schedule
Sunday evening — dashboard updated with the previous Mon–Sun week's data
Monday morning — review Do First and Schedule; assign Monitor/Maintain to coaches
Monday reset — contacted ticks clear automatically at the start of each new week