COACHKIT GUIDES
Knowledge Center
From your first client to your next chapter.
Reports & insights
6 articles
Understand revenue, utilization and team activity.
Reports & insights · Owners
Read Revenue and other finance reports
Match dates and understand collected money, outstanding invoices and totals.
1 min read
Reports & insights · Owners
Understand Dashboard and Payments date windows
Know why Payments Due, Due Now and monthly revenue can show different totals.
1 min read
Reports & insights · Owners
Read attendance and utilization reports
Compare who attended with when your calendar is busiest.
1 min read
Reports & insights · Owners
Use leads, sources, calls and lifecycle reports
Track outreach and purchases without mixing lead creation with conversion.
1 min read
Reports & insights · Owners
Run instructor activity and whole-team timecard reports
Review classes taught and recorded hours over a selected date range.
1 min read
Reports & insights · Everyone
Download annual earnings and payment summaries
Understand actual card fees and why an export is not an official tax form.
1 min read