Reports and analytics
Revenue forecasting, P&L, student retention, and capacity analytics to help you run your training business.
The Reports section gives you insight into the financial health and student retention of your training business. Go to Admin → Reports to access all reports.
Revenue Forecast
Admin → Reports → Forecast (at https://cpr.co/admin/reports/forecast). The Revenue Forecast report shows projected revenue for the next 12 months based on your deals pipeline and recurring class bookings. It uses deal probability and historical booking patterns to estimate future revenue.
The forecast includes
- Monthly bars showing projected revenue
- Pipeline contribution — deals that are likely to close
- Recurring contribution — students likely to rebook based on cert expiration cycles
- Win rate — what percentage of deals you are closing
P&L Report
The Profit & Loss report at Admin → Reports → P&L (https://cpr.co/admin/reports/p-and-l) shows revenue vs expenses for each class. You can see which classes are most profitable and identify ones that are running at a loss. The page has three KPI cards (Total Revenue, Total Expenses, Gross Margin) and a per-class table.
The P&L report shows
- Revenue per class (registrations × price)
- Expenses per class (instructor pay, ARC cert fees, materials)
- Gross margin per class
- Monthly summary totals
- CSV export for your accountant
Student Retention
Admin → Reports → Retention (https://cpr.co/admin/reports/retention). Shows how often students come back for renewal classes. Because most CPR certs expire every 2 years, retention is a key metric. The report groups cohorts by first booking date and tracks rebooking rates. Filter by cohort size and rebook window; export the cohort breakdown to CSV.
Capacity Optimizer
Admin → Reports → Capacity Optimizer (https://cpr.co/admin/reports/capacity-optimizer). Shows average class fill rate across all your classes, grouped by location, cert type, day-of-week, and time-of-day. Under-filled slots flag as "reduce capacity candidates"; over-filled slots flag as "add class candidates." If your classes are consistently under 50% full, you may be scheduling too many. If they are consistently over 80%, you may be turning students away.
Conversion Funnel
Admin → Reports → Conversion Funnel (https://cpr.co/admin/reports/conversion-funnel). Traces visitors through each step of the booking flow (class page view → start booking → complete details → pay → confirmed). Drop-off at each step tells you where students abandon and which step to optimize.
Audit Trail
The Audit Trail at Admin → Reports → Audit Trail logs every admin action with who did it and when — useful for compliance and troubleshooting.
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