The short answer
Closing the year with data means looking at a few numbers, always the same ones, and comparing them with the previous month's. If you live on monthly fees, seven are enough: recurring revenue, average ticket, cancellations, retention, active clients, late payments and revenue per scheduled hour. With them you decide what to charge in 2027, whom to take on less and where the leak is.
Below is what each number answers and how to get it. Trainer Connect already shows the first four on screen; the other three come from a simple calculation.
1. Monthly recurring revenue (MRR)
It's the sum of what comes in every month from active monthly plans. It shows the real size of the business without the swings of one-off sessions. In the app, it appears as MRR in Finance, in the "Your business" section. Write down the value on the first day of each month: by December you'll have the whole year's curve.
2. Average ticket
Revenue divided by the number of charges. If it dropped over the year, you gained volume with clients on cheap plans; if it rose, your price increase stuck. It's in the same Finance block, based on the last 30 days. Compare it with your list price: the average ticket almost always comes in lower because of discounts you forgot about.
3. Cancellations (churn)
How many clients left in the period. Finance shows the Churn (30d) with the number of cancellations. A client who leaves costs more than their monthly fee: it costs the time to bring in another one. Add up the 12 months and see if there's a worse month, like January after the holidays or July.
4. Retention
The mirror image of cancellations: out of every 10 clients who started the period, how many are still with you. In Statistics, the Retention rate does this calculation, and the Client engagement section shows who is training, who has slowed down and who has stopped, which is the warning before a cancellation. Low retention with a high ticket usually means the price is right and the follow-up isn't.
5. Active clients by tenure
Separate clients with under 3 months, 3 to 12 months and over a year. If most are new, you're filling a leaky bucket; if most are long-time, you're short on acquisition. Each client's start date is on their profile, and the count is quick to do.
6. Late payments
How much of what was billed wasn't paid on the due date. Clients who are late once tend to be late again, so the number shows whether it's worth changing how you charge. The step-by-step to reduce it is in How to charge students without losing the friendship.
7. Revenue per scheduled hour
The month's revenue divided by the hours you spent training clients or preparing workouts. It's the number the app doesn't calculate for you: add up the hours in your schedule and divide. It shows whether a R$ 150 client at prime time is worth more than two R$ 100 clients in empty slots, and whether there's room to raise your price.
How to put the review together in 30 minutes
- Open Finance and write down MRR, average ticket and the month's cancellations.
- Open Statistics and write down the retention rate.
- Count active clients by how long they've been with you.
- Add up the overdue charges.
- Divide revenue by hours worked.
- Write one line for each number: up, down or the same as last month.
Repeat on the first day of each month. In December, the year's review is just putting the twelve lines together.