CS0373 · Unit Profitability Cockpit

APRIL 2026 · SARA WADE · CS0373

Hit this month's milestone · stay on the realistic path.
Monthly targets rebuild from the Realistic year-end · Aspirational keeps the long-term aim.

The Realistic year-end is the working target — recalibrated quarterly against trailing performance. Aspirational stays visible as the long-term aim. Hit each month's step and the rest follows.

Realistic path anchored to real warehouse baselines Net EFT on track to hit April target

Monthly Milestones

STEPPING STONES TO YEAR-END · HIT THIS MONTH'S NUMBER

Monthly milestones rebuild from Realistic year-end. Aspirational stays visible as long-term aim.

Last recalibrated: — · Next review: —

Monthly Operational Goals

DAILY LEVERS · WHAT TO PUSH TODAY

Goals Tracking · Rolling 12 Months

MONTHLY ACTUALS VS TARGET · CURRENT MONTH OUTLINED

Hit Close (≥80%) Miss No target yet

Active Members

APRIL: 2,315

2,301

99% OF APRIL

Current2,301

April Milestone2,315

Gap to April14

Next (May)2,335

12mo Goal2,500

Net Gain / Mo Needed+20 sustained

12-Month Path

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

DEC

April2,315

Midpoint (Aug)2,395

Dec · Goal2,500

14 more members this month. Tight gap. Net member gain of +20/mo sustained through December gets you to 2,500. Current month pacing +4 MoM — need +16 more before month-end.

Net EFT Revenue

APRIL: $151,450

$150K

99% OF APRIL

April Projected$150,534

April Milestone$151,450

Gap to April−$916

Next (May)$152,760

12mo Goal$163,525

Avg EFT / Mbr$65.41

12-Month Path

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

DEC

April$151K

Midpoint (Aug)$156K

Dec · Goal$163.5K

Hitting Active Members goal auto-hits this. EFT growth is the downstream signal. Each new net member at $65.41 avg = a milestone move. Legacy → $75 conversions also lift avg EFT.

Services (Hours)

APRIL: 2,140

2,110

99% OF APRIL

April Projected2,110 hrs

April Milestone2,140 hrs

Gap to April−30 hrs

Next (May)2,185 hrs

12mo Goal2,500 hrs

Monthly Lift Needed+45 hrs / mo

12-Month Path

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

DEC

April2,140

Midpoint (Aug)2,320

Dec · Goal2,500

+45 hrs/mo lift needed to stay on path. Therapist hires + member utilization drive this. Each new therapist ≈ 130 hrs/mo at average utilization — one hire covers 3 milestones of growth.

Monthly Operational Goals · April 2026

GUESTS · CLOSING · MEMBERSHIPS · NET MEMBER GAIN

Guests

TARGET: 225

44% OF GOAL

Current98

Target225

Remaining127

Daily Pace Needed9.1 / day

12mo Avg208

Record (last 12mo)247

Biggest gap. Prospect volume caps every downstream goal. Focus intro promo, referral, outbound this week.

Sales Closing

TARGET: 20%

19.4%

97% OF GOAL

Current19.4%

Target20.0%

Gap0.6 pp

12mo Avg17.1%

3-Month Trend▲ Rising

On track. Above 12mo avg. One extra close per 50 guests gets you to 20%.

Memberships

TARGET: 40

48% OF GOAL

Current19

Target40

Remaining21

Daily Pace Needed1.5 / day

12mo Avg36

Record (last 12mo)48

Tracking to 40 at month-end at current 1.19/day pace. Push to 1.5/day puts you at 40+.

Net Member Gain · North Star

TARGET: 15

40% OF GOAL

Current6

Target15

Remaining9

Days Left14

Daily Pace Needed0.64 / day

Last Month Final14

Gap closer: 9 net = ~12 gross memberships. 12 closes in 14 days = 0.85/day.

Goal History · 12-Month Track Record

HIT-RATE BY GOAL TYPE · LEARNING FROM THE PATTERN

01·AMonthly Goal Attainment

green = met or exceeded · red = missed

Massage Location Summary

AS OF —

A.1Headcount & Hours

last completed month · 12-month trend below

Massage Therapists

—

— on payroll · — on leave

Schedule Utilization

—

sold ÷ sellable

Body Care Hours

—

all body care services

Hours Not Booked

—

available but unsold

—

A.2Coaching Opportunities

auto-generated · from per-therapist performance

Team Composition

TENURE · PRODUCTIVITY · INDIVIDUAL PERFORMANCE — LAST COMPLETED MONTH

B.1Productivity by Tenure

scatter = active MTs · dashed line = expected ramp curve

—

B.2Per-Therapist Performance

— rows · sorted by service count

Therapist	Tenure	Status	Util %	Svc Cnt	Attach %	Rebook %

Top quartile Middle 50% Bottom quartile No data

Facials Location Summary

AS OF —

A.1Location KPIs

current MTD · skin care service mix & capacity

Facial Hours Delivered

—

Skin Attach Rate

—

Premium Service Mix

—

Schedule Utilization

—

Estheticians on payroll

—

Cross-trained estheticians

—

Service-active total

—

On leave

—

A.2Operational Summary

growth and ramp story · coaching focus

—

A.5

Advanced Skin Care Portfolio

FIVE-CATEGORY BREAKDOWN · 24-MONTH HISTORY · LAST COMPLETED MONTH

A.5.1Premium Treatments by Category

arrows = half-window direction (recent 6mo vs early 6mo) · NEW = launched in trailing 12mo and still ramping

Chem Peel

—

Microderm

—

Dermaplaning

—

Oxygenating

—

Nourishing Light

—

Per-Esthetician Performance

INDIVIDUAL PERFORMANCE — LAST COMPLETED MONTH

B.1Esthetician Roster

— rows · sorted by service count

Esthetician	Tenure	Svcs	Adv Svcs	Util %	Attach %	Rebook %	Avg Basket

Top quartile Middle 50% Bottom quartile No data

—

12-Month Facial Hours Trend

LOCATION-LEVEL DEMAND SIGNAL · APR 2025 – MAR 2026

C.1Total Facial Hours by Month

skin_care_service_hours · current month annotated as pace projection

—

Member Base · 12-Month History

ACTIVE MEMBER COUNT · NET GAIN/LOSS · AT-RISK STATES

03·AActive Member Count

month-end · goal line at 2,500

Current

—

Goal

2,500

—

03·BNet Member Gain/(Loss) / Month

target line at +15/mo

Latest

—

Prior

—

Target

+15

03·CAt-Risk States

Freeze Plus · Frozen · Suspended

Freeze+

—

Frozen

—

Susp.

—

Payment Issues · EFT Health

CURRENT MONTH AGGREGATE · LOADING...

04·BCurrent Month Summary

—

Suspended

—

Waived

—

Revenue at Risk

—

Revenue Waived

—

04·CPayment Issues Trend

Suspended + Waived members by month

Individual member detail intentionally omitted from remote cockpit. For per-member outreach, pull Member Management from Meevo directly. Months before April 2026 show suspension counts only (waive data not available pre-DB040).

Close Rate · 12-Month History

MEMBERSHIPS ÷ SERVICE GUESTS · MONTHLY

MTD

—

Prior Month

—

12mo Avg

—

03·AMonthly Close Rate

12 mo · current month highlighted

Monthly Revenue Hierarchy · April 2026 MTD

MTD · AS OF —

Home Member EFT Dues Collected

$—

Auto-Billed

—

Staff Re-Run

—

Card-on-File Health

—

Waived MTD

—

Source: MR100 line items · current month-to-date

Package + Membership Sales (MEF)

$—

% of Total Revenue

—

Δ vs Home EFT

—

Drivers

— × EFT Dues

Growth Lever

Net New: —

Source: MEF Performance Detail Datamart · matches DFO / Field Visit Tool

Service Sales

$—

— of total

Product Sales

$—

MSS — · PCA —

Gift Card Sales

$—

— cards · — avg

Member Dues Trajectory · 12 Months

REVENUE TIED TO ACTIVE MEMBER BASE

05·APkg+Mem Monthly Trend

trailing 12 months · matches MEF Scorecard Pkg+Mem aggregate

12mo Avg

$—

Prior Final

$—

MTD

$—

Projected

$—

Product & Gift Card Revenue · 12 Months

SECONDARY REVENUE LINES

05·BMonthly Product & Gift Card Revenue

stacked · two secondary revenue lines

Net Collectible · Usage Reconciliation

LIABILITY REDEMPTION · TOTAL SALES LESS USAGE

05·CGross Card Sales → Net Collectible

member & GC usage subtracted from gross card settlement

Line	Amount	% Total Sales	Notes
Package + Membership Sales	$—	—	MEF Pkg+Mem · matches DFO
Service Sales	$—	—	Service line items
Gift Card Sales	$—	—	Liability created
Product Sales	$—	—	MSS + PCA + Other
Total Sales	$—	100.0%	Gross sales
Membership & GC Usage	$—	—	Liability redemption
Total Sales less Usage	$—	—	Net collectible

Membership Services · In & Out

TRANSFER RECONCILIATION · MONEY MOVING ACROSS LOCATIONS

—

07·ANet Position

inbound minus outbound · latest reconciled period

—

—

07·BInbound

services performed at CS for visiting members

—

—

07·COutbound

CS members using services at other locations

—

—

Monthly Net Position · 12 Months

RED = OWING · GREEN = RECEIVING

07·DNet Transfer Position by Month

—

Inbound vs Outbound Volume · 12 Months

GROSS FLOWS IN BOTH DIRECTIONS

07·EInbound vs Outbound Dollars

side-by-side bars · gross volumes by month

07·F12-Month Summary

cumulative gross flows

Total Inbound · 12mo

—

Total Outbound · 12mo

—

Net Position · 12mo

—

07·GTop 3 outbound destinations (12mo)

where Cool Springs members are going

07·HTop 3 inbound origins (12mo)

where visiting members are coming from

Member-Level Outreach Lists

RAW NAMES FOR MEEVO LOOKUP · USE MEMBER MANAGEMENT FOR CONTACT INFO

07·ITrending toward away clinics · last 90 days

members with rising outbound visits in last 90d vs prior 90d

07·JTop 20 by 12-month outbound visits

most-frequent CS members at away locations

FSR Cross-Source Reconciliation

SHIP 2 · PENDING FSR INGEST INFRASTRUCTURE

07·KReconciliation Checks

—