Understand your retention analytics

MsgHealth turns your booking data into clear, actionable metrics. Here's what each number means and how to use it to grow revenue.

Updated

Key metrics explained

What each dashboard number measures, how it's calculated, and what to do when it moves.

Average Client Health

How it's calculated: Average of all active client health scores

The overall pulse of your client base. A healthy business typically sits between 80–100%. If this number drops week over week, you're losing ground with existing clients faster than you're replacing them.

What to do

If below 75%, review which clients are dragging the average down and trigger a retention campaign.

Revenue at Risk

How it's calculated: Sum of avg booking value × monthly frequency for all clients below 70% health

The total estimated monthly revenue from clients who are at risk of churning. This is not a guarantee of loss — it's the maximum revenue you could recover if you re-engage those clients successfully.

What to do

Enable automated SMS for at-risk clients to recover a portion of this revenue.

High Priority Clients

How it's calculated: Clients with a health score below 40%

These clients haven't visited in significantly longer than their normal cadence and are at serious risk of not returning. They require immediate, personal outreach — not just an automated text.

What to do

Call high-priority clients directly or send a personalized offer (discount, complimentary add-on) to get them back in the door.

Rebooking Rate

How it's calculated: Clients who rebooked within 30 days of receiving a retention message ÷ total messages sent

Your most important retention metric. It tells you how effective your outreach is.

What to do

If your rebooking rate is below 20%, review your message templates and consider testing a discount offer or a more personal AI-written message.

Churn Forecast (30-Day)

How it's calculated: AI model trained on booking patterns, health score trends, and historical churn data

A predictive list of clients projected to churn in the next 30 days, ranked by risk score. Available on Pro and Enterprise plans. The model improves in accuracy as you add more client data.

What to do

Run a proactive campaign for clients in the top 25% of the churn forecast list before their score actually drops below the alert threshold.

Exporting your data

Pro and Enterprise plans can export all client data, health histories, SMS logs, and booking records at any time. Exports are available in CSV (for spreadsheets) and PDF (for reports and sharing).

Client list
Name, contact info, health score, last visit, lifetime value
Health history
Week-by-week health score for every client
SMS log
Every message sent, delivery status, and response
Booking records
Full visit history for all clients

Go to Settings → Data Export to download your data anytime.

AI Business Analyst: chat with your data

The AI Business Analyst is a chat interface where you can ask questions about your own business data in plain English — "which clients haven't booked in 60 days?" or "what was my rebooking rate last month compared to this month?" — and get an answer drawn directly from your real client, booking, and revenue records, not a generic response.

It's useful for quick answers you'd otherwise have to dig for across multiple dashboard tabs, and for spotting a trend you might not have thought to build a dedicated report for.

Custom reports & marketing attribution

Custom Reports let you build a report around the exact metrics and date range you care about, beyond the standard dashboard widgets, and save it to revisit later. Marketing Sources attribution shows which channel — a booking page, a QR code, an ad campaign, a referral link — actually brought in each client, so you can see which marketing efforts are driving real bookings and revenue, not just clicks or form fills.

See your retention analytics live

Add your first client and health scoring starts immediately. No setup required.

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Analytics questions

How do I export my analytics data?

Go to Settings → Data Export. Pro and Enterprise plans can export client lists, health score histories, SMS logs, and booking records as CSV or PDF. Data exports are available at any time.

What can I ask the AI Business Analyst?

Anything about your own business data in plain English — for example, which clients haven't booked recently, or how your rebooking rate compares month over month. It answers using your real client, booking, and revenue records.

How does marketing attribution work?

Marketing Sources tracks which channel — booking page, QR code, ad campaign, or referral link — brought in each client, so you can see which marketing efforts are actually driving bookings and revenue.

How often is the data updated?

Health scores update in real time whenever new booking data arrives from your integrations. If you've manually added a booking, the score updates within seconds. Dashboard metrics refresh every 15 minutes.

Can I pin specific analytics to the top of my dashboard?

Yes — on Pro and Enterprise plans you can pin any analytics widget to the top of your overview dashboard. Click the pin icon on any widget to keep it visible at all times.

Can I see analytics per staff member or location?

On Enterprise plans, you can filter all analytics by location or by staff member. Each location gets its own analytics view with separate health scores and revenue metrics.

How accurate is the churn forecast?

Accuracy improves as more client history is accumulated — typically 3+ months of data — since the model relies on your own clients' booking patterns rather than a fixed benchmark.

Still having trouble?

Reach out with an in-depth description of your issue and our team will get back to you within a few hours on business days.

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