PRIMA · Business analytics

Period: —

Revenue

—

Subscriptions——

Products / uniform——

Active students

—

new this period: —

Active + attendance this month

Monthly plan

—

—%

Fact —Plan —

Remaining ——

Plan AED:

—

Forecast

end of month

—

Daily pace × historical pattern

Client base dynamics

—

New

—

first purchase

Lost

—

archived now

Returned

—

from archived

Net growth: —

Sales funnel

—

New leads

—

Qualified

—

Signed up for trial

—

Attended trial

—

Purchased

—

End-to-end: — · norm 18-22% · —

Teacher conversion

trials → purchase, current month

Teacher	Trials	Attended	Purchased	Attendance %	Conversion
—

Teacher average

—

Target: 80%

—

Owner section

Director only

P&L · ROMI · EBITDA · Plan calculator

Marketing & ROMI

Current month · auto from Meta Ads

Override AED:

Marketing budget

—

New clients

—

New revenue

—

CAC

—

ROMI

—

Revenue per AED

—

Enter budget to calculate ROMI

P&L · EBITDA

from Alpha CRM

Income—

Costs—

— Operating—

— Marketing—

Profit (EBITDA)—

Next month plan

your input vs system recommended (click recommended to copy)

Parameter	Your input	Recommended
Active students		91
Retention %		78
New clients		5
Returning clients		3
Avg check, AED		960

Your plan

—

Recommended plan

—

Formula: (active × retention) + new + returning, × avg check. Click any recommended value to copy.

Combined sales potential this month

—

Across 7 boards · monthly subscription baseline AED 960 · "Not continue" rows hidden

Click child name to open in Alpha CRM
Branch: —

Lead, no sign-up

Lead entered, not signed up for trial · book trial via Alpha CRM directly · "Not continue" → hidden

Sales potential

—

Lead date↕	Child↕	Parent↕	Phone↕	Source↕	Note (→ CRM)	Tag (→ CRM)	Potential↕

Signed up, did not attend trial

Trial booked but missed · Next visit → creates "Return" lesson · "Not continue" → hidden

Sales potential

—

Signup date↕	Planned trial↕	Child↕	Parent↕	Phone↕	Teacher↕	Note (→ CRM)	Next visit (→ lesson)	Tag (→ CRM)	Potential↕

Trial attended, not purchased

Last 30 days · still active · Next visit → creates "Return" lesson · "Not continue" → hidden

Sales potential

—

Trial date↕	Child↕	Parent↕	Phone↕	Teacher↕	Note (→ CRM)	Next visit (→ lesson)	Tag (→ CRM)	Potential↕

Renewals this month

Subscription expires this month · "Not continue" → hidden

Sales potential

—

Last lesson↕	Child↕	Parent↕	Phone↕	Reminder sent	Call made	Paid status	Package↕	Tag (→ CRM)	Amount	Renewal date	Potential↕

Drop offs (last 30 days)

Reactivation list (was: Lost 30d) · "Not continue" → hidden

Reactivation potential

—

End date↕	Child↕	Parent↕	Group↕	Comment↕	Tag (→ CRM)	Amount	Return date (→ task)	Potential↕

Silent active students

No attendance 14+ days · note → CRM comment · no lesson creation · "Not continue" → hidden

Retention potential

—

Last visit↕	Days silent↕	Child↕	Parent↕	Phone↕	Note (→ CRM)	Tag (→ CRM)	Potential↕

Debtors

Negative lesson balance · note → CRM comment · no lesson creation · "Not continue" → hidden

Debt outstanding

—

Child↕	Parent↕	Phone↕	Last visit↕	Balance↕	Note (→ CRM)	Tag (→ CRM)	Debt↕

Knowledge base

SOPs, scripts, training — coming soon

📞

Sales scripts

Cold call, trial follow-up, renewal call, debtor recovery

Coming soon

📋

SOP — new lead

From WhatsApp message to first trial booking

Coming soon

🎯

Trial → purchase

How to close after the trial · objection handling

Coming soon

🔄

Reactivation playbook

How to bring back archived clients · what to offer

Coming soon

💎

Brand voice

Tone of voice · what to say · what not to say

Coming soon

📊

KPI guide

What metrics matter · how to read the dashboard

Coming soon

🎓

Onboarding

First-week manager onboarding plan

Coming soon

📝

FAQ for parents