📝 Overview

The AI Business Advisor is a smart analytics feature in TeamUp that uses artificial intelligence to review your business data, highlight key insights, and provide actionable recommendations to help you grow.

It automatically analyzes trends, identifies strengths and weaknesses, and delivers clear, proactive insights about your business performance, without the need to dig through reports or run exports. Instead, it surfaces timely, easy-to-understand insights in plain English, helping you make informed decisions effortlessly.

The goal is to make sense of your TeamUp data in an easy, visual way, so you can make better business decisions, faster.

🔍 Accessing the AI Business Advisor report

When you log into your account, you'll see a banner with a View Full Report button that takes you directly to your report. You can close the banner at any time, but it will automatically reappear on the first of each month when your next report is ready.

Click here to find out more about how you can access the AI Business Advisor report

💡 The AI Business Advisor is only visible to Admins and Owners, and is not visible to staff members with any other permission type.

If you click on the x button to remove the banner from your dashboard, you'll still be able to access the AI Business Advisor report in your Reports section.

💡 If you click on the x button to dismiss the AI Business Advisor banner on your dashboard, it will reappear when your next report is generated on the first day of the next month.

If you don't see the AI Business Advisor banner at the top of your reports section, it's likely because you're in the "Old Reports Menu", but you can switch over to the New Reports Menu by clicking on the "View the new reports menu" option at the top of your Reports section.

Once you switch over to the New Reports Menu, make sure to toggle on the option to view the New Reports Menu by default:

⚠️ If you don't see the banner at the top of your reports section, this is likely because the AI Business Advisor is not enabled on your account. Please contact our support team to see if this can be enabled for you.

📊 The Report

The AI Business Advisor report focuses on actionable opportunities derived from your operational data, and every recommendation is grounded in patterns observed in your actual customer behavior and class performance.

Click here to take a closer look at each module in the report in more detail

Executive Summary

Provides a high-level overview of business performance, summarizing key findings in customer engagement, revenue, and setup completion. It highlights overall strengths and areas for optimization.

Key Strengths to Build On

Outlines the business’s top performance areas such as payment efficiency, member retention, and growth momentum, with actionable insights to maintain and leverage these strengths.

Growth Opportunities

Highlights areas where completing TeamUp setup and utilizing advanced tools can significantly boost efficiency, automate operations, and unlock additional revenue potential.

Optimize Membership Revenue Structure

Examines membership pricing and participation, identifying opportunities to increase recurring revenue through tiered membership models and higher-value plans.

Implement Attendance Tracking for Operational Insights

Focuses on improving attendance data accuracy to enable data-driven decisions on scheduling, staffing, and engagement, boosting efficiency and member experience.

Leverage Peak Hour Management and Off-Peak Incentives

Analyzes gym capacity utilization and identifies opportunities to improve member experience and revenue by optimizing scheduling and incentivizing off-peak attendance.

Your 30-Day Roadmap

Provides a structured four-week action plan to complete TeamUp setup, establish key operational systems, and prepare for long-term growth and tracking improvements.

Immediate Actions (This Week)

Lists short-term, high-impact actions that can be implemented immediately to address setup gaps, improve attendance tracking, and strengthen member engagement.

Metrics to Track

Defines the primary and secondary performance metrics (e.g., setup completion, membership count, attendance rate) and provides targets and tracking frequency to measure progress.

The Bottom Line

Summarizes the overall assessment, pinpointing the current situation, the growth opportunities available, and the immediate recommended steps to achieve sustainable success.

⚙️Metrics

The AI Business Advisor uses TeamUp's API to draw data and generate a report for your account using various metrics.

Click here to see a list of the metrics and parameters used in this report

The AI Business Advisor analyzes your business data using a range of indicators across customers, finances, memberships, growth, and performance.

Below is an outline of what the report measures:

👥 Customer & Attendance Metrics

Number of customers in your account and how many are currently active.
Total class bookings or registrations within the selected period.
Attendance patterns, including attended sessions, no-shows, and late cancellations.
Attendance and show rates (percentages of attended vs. no-show bookings).
Share of total bookings that were attended.
Average number of attendances per active customer.

💰 Financial Performance Metrics

Total and paid invoices during the period.
Payment rate (proportion of invoices paid).
Total billed and received revenue.
Revenue breakdown by type (memberships, single sessions, products, etc.).
Average billed amount per invoice.

📅 Membership Metrics

Total and active memberships.
Average duration of memberships and patterns by category or type.
Lifetime value (LTV) and total revenue from memberships.
Monthly recurring revenue from active plans.
Revenue from non-membership purchases.
Average revenue per active membership.
Active customers with memberships in the current and previous periods.

📈 Growth & Retention Metrics

New, churned, and net changes in membership count.
Churn and growth rates (percentage change in active members).
Membership activity comparisons across reporting periods.

⚖️ Overall Business Health

Combined performance score incorporating Finance, Engagement, Growth, Operations, and Risk.
Overall health rating (e.g., “Good,” “OK,” or “Poor”).

📊 Industry Benchmark Comparisons

How your payment rate, attendance rate, retention, revenue per member, and attendance metrics compare with others in your industry.

❓ Frequently Asked Questions

Click the arrow to view frequently asked questions

How often does the AI Business Advisor update?

Click here to view the answer

Insights refresh automatically on the last day of the month, so your new report will become available on the 1st of every month.

Can I export or share the report?

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Currently, reports can be viewed in your dashboard. Export options may be added in future updates.

Some Windows browsers allow you to download the page you're viewing, so you should be able to export your report by right-clicking on it, and selecting the "Save as PDF" option.

Mac users should also be able to save their report as a PDF, however, in order to do this you'll need to right-click on the report, select Print, and this will load a preview of the report which you can download by clicking the Save button on the bottom-right corner.

Is my data secure?

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Yes. All analysis happens using TeamUp’s secure API and data handling policies. No third‑party data sharing occurs.