Fulham Wing Chun

School Dashboard focused around RETRO performance, training actions and growth targets

Location Code: 2010-0002
Sifu James Carter London Region
TODAY'S TASKS

Fulham Wing Chun daily action plan

Clear actions grouped by RETRO so the instructor knows exactly what must be completed today.

Recruitment

Enrolment

Teaching

Retention

Opportunities

Fulham Wing Chun

Code: 2010-0002 Region: London Region Status: Active Current Band: Band B
Monthly RETRO Review
Lead InstructorSifu James Carter
Active Students92 / 100 Target
Monthly Revenue£8,760 / £10,000
Retention Rate84%

Band B Targets

Active students target100
New enrolments per month8
Monthly revenue target£10,000
Classes per week target16
Retention rate target80%
82
Overall RETRO ScoreStrong
74
RecruitmentWatch
79
EnrolmentGood
88
TeachingStrong
84
RetentionStrong
76
OpportunitiesGood

Enquiry Pipeline

Contact Made

15

83% conversion

Action: book trialCall Script

Trial Booked

11

73% conversion

Action: confirm attendanceTrial Booking

First Class Completed

5

83% conversion

Action: welcome checkFirst 30 Days

30-Day Check-in

4

80% conversion

Action: progress reviewRetention

Recruitment

New enquiries18

Lead sourcesFacebook, Google, Referral

Target vs actual18 / 24

Actions required5

Enrolment

Trial conversion67%

New students enrolled6

Membership typeCore / Family

Actions required3

Teaching

Classes delivered16

Attendance rate91%

Training hours312

Ready to grade11

Retention

Active students92

At-risk students7

Missed classes14

Retention rate84%

Opportunities

Monthly revenue£8,760

Grading income£840

Private lessons£420

Seminars£360

Upgrade opportunities9

Recommended Training

Trial Class Conversion

Improve trial-to-enrolment outcomes.

Open Module

First 30 Days Retention

Build strong early student habits.

Open Module

Upsell & Opportunities

Identify ethical upgrade pathways.

Open Module

Teaching for Retention

Improve attendance and consistency.

Open Module

Recruitment Systems

Create repeatable enquiry flow.

Open Module
Attendance Rate91%Above benchmark
Student Satisfaction4.7/5Strong feedback
Instructor Activity96%Registers current
LearnDash Usage68%Good engagement
Overdue Actions7Needs follow-up

Upcoming Classes

ClassDayExpected
Little DragonsMon18
Junior WarriorsTue24
AdultsWed21
Instructor CourseSat8

Students Ready to Grade

NameGradeHours
Ava PatelRed42
Leo HarrisBlue58
Mia ChenGreen39
Noah KingYellow31

Recent Activity

Trial bookedEmily Roberts booked for Thursday.

Certificate issuedJunior grade certificate completed.

Follow-up sentThree trial follow-ups sent today.

LearnDash completedInstructor completed retention module.

Alerts and Actions

7 at-risk students need contact7
3 trials awaiting follow-up3
2 students missing course assignment2
Revenue below Band B target£1,240
Recruitment Engine

Fulham Wing Chun

Location Band B

LIVE

Recruitment activity

The people and actions currently moving through recruitment.

New enquiries 0
Contacted 0
Appointments booked 0
Appointments attended 0
Joined 0
Follow-ups due 0
PERFORMANCE

Actual against Band target

Monthly performance for a Band B location.

KPI Target Actual Difference Status
New enquiries 32 0 -32 Behind
Appointments booked 16 0 -16 Behind
New enrolments 8 0 -8 Behind
Conversion rate 25.0% 0.0% -25% Behind
RETRO

Recruitment history

Year, month, week and day reporting will use the same live records.

Monthly recruitment record

HubSpot activity will be grouped here by date, source, status and outcome.

ENQUIRY WORKFLOW

Outstanding recruitment enquiries

Every open enquiry for Fulham Wing Chun, showing its current stage and required next action.

Open 4
New 1
Overdue 1
Enquiry Source Received Current stage Next action Process enquiry
Emily Roberts Fulham Wing Chun Website Today, 09:15 New enquiry Make first contact
Daniel Lewis Fulham Wing Chun Facebook Yesterday, 18:42 Contacted Book trial class
Sophie Ahmed Fulham Wing Chun Referral 2 days ago Trial booked Confirm attendance
Michael Green Fulham Wing Chun Google 4 days ago Follow-up due Second follow-up

Bookings

Class bookings, private lessons, seminars, gradings and events will appear here.

OUTSTANDING BILLING

Fulham Wing Chun

Payments that require collection or follow-up.

Students2
Outstanding£158.00
Student Course Amount Due date Status Contact Action
John Smith Adult Beginners £89.00 01 Jul 2026 Awaiting payment 07700 900456
Leo Jones Little Dragons £69.00 01 Jul 2026 Overdue 07700 900789
ENROLMENT ENGINE

Fulham Wing Chun

New student enrolments, onboarding actions and performance against Band B targets.

Enrolled today 1
This week 3
This month 6
This year 41
Monthly target 8
Monthly difference -2
PERFORMANCE

Actual against Band target

Period Target Actual Difference Status
This month 8 6 -2 Behind
This year 96 41 -55 Behind
ONBOARDING WORKFLOW

Recent enrolments requiring action

Each new student moves from enrolment through course setup, welcome, first class and full onboarding.

Student Type Enrolled Course Membership Setup status Next action Process
Parent: Emma Roberts Child Today, 10:15 Junior Warriors Child Member Course not assigned Assign course
Adult Yesterday, 18:20 Adult Beginners Adult Member Welcome pending Send welcome
Parent: Sarah Jones Child 3 days ago Little Dragons Child Member First class booked Confirm attendance
STUDENT JOURNEY

Enrolment to active student

1Enrolled
2Membership activated
3Course assigned
4Welcome sent
5First class attended
6Active student
STUDENT ENGINE

Fulham Wing Chun students

School 2105 · Band B

Active4
Former1
Awaiting payment2
Expected monthly£326.00
Received£99.00
Student IDStudentTypeCourseMembershipMonthly feePayment statusLast paymentAttendanceCurrent gradeActions
2105-0001 Sophie RobertsParent: Emma Roberts Child Junior Warriors Child Member £79.00 2026-07-01 96.00% White
Open dashboard
2105-0002 John Smith Adult Adult Beginners Adult Member £89.00 Awaiting payment 2026-06-01 88.00% Grade 1
Open dashboard
2105-0003 Leo JonesParent: Sarah Jones Child Little Dragons Child Member £69.00 Overdue 2026-05-01 74.00% White
Open dashboard
2105-0004 Daniel Lewis Adult Adult Programme Adult Member £89.00 2026-07-01 92.00% Grade 2
Open dashboard
2105-0005 Michael Green Adult Adult Programme Former Member £0.00 Closed 2026-02-01 0.00% Grade 1
Open dashboard
GRADING ENGINE V1

Fulham Wing Chun

Current grades, next grades, invitations, bookings, payments, results and certificates.

Invited1
Booked1
Awaiting payment1
Completed0
Student Type Current Grade Next Grade Grading Status Date Fee Payment Booking Result Certificate Actions
Sophie Roberts 2105-0001 Child White White/Yellow In training Not set £35.00 Not requested Not booked Pending Not issued
Open student
John Smith 2105-0002 Adult Grade 1 Grade 2 Invite when instructor decides Not set £45.00 Not requested Not booked Pending Not issued
Open student
Leo Jones 2105-0003 Child White White/Black In training Not set £35.00 Not requested Not booked Pending Not issued
Open student
Daniel Lewis 2105-0004 Adult Grade 2 Grade 3 Invited 18 October 2026 £45.00 Awaiting payment Place reserved Pending Not issued
Open student
Michael Green 2105-0005 Adult Grade 1 Grade 2 Inactive Not set £0.00 Closed Not booked No current grading Previous certificates retained
Open student
ATTENDANCE ENGINE V1

Fulham Wing Chun

Record attendance against permanent Student IDs.

Date14 July 2026
ClassGeneral Class
Students4
Student Student ID Type Status Note Previous Record
Sophie Roberts 2105-0001 Child Not recorded
John Smith 2105-0002 Adult Not recorded
Leo Jones 2105-0003 Child Not recorded
Daniel Lewis 2105-0004 Adult Not recorded

Fulham Wing Chun Timetable

Use the national timetable as the starting point, then adjust it for venue availability and student numbers.

View only. School Owner or Head Office access is required to make changes.

Monday

RunClassStartFinishCombinedCoursesInstructorRoomCapacity

Tuesday

RunClassStartFinishCombinedCoursesInstructorRoomCapacity

Wednesday

RunClassStartFinishCombinedCoursesInstructorRoomCapacity

Thursday

RunClassStartFinishCombinedCoursesInstructorRoomCapacity

Friday

RunClassStartFinishCombinedCoursesInstructorRoomCapacity

Saturday

RunClassStartFinishCombinedCoursesInstructorRoomCapacity

Sunday

RunClassStartFinishCombinedCoursesInstructorRoomCapacity
Instructor access required.
PROSPECT ENGINE

All prospects

Every person who has enquired with Fulham Wing Chun, including active, closed, joined and reactivated prospects.

Total4
Child2
Adult2
Hub active3
Prospect Type Contact Source Recruitment status Marketing Free Member Hub Last activity Actions
Emma Roberts Child: Sophie Roberts First enquiry: 12 Jul 2026 Child 07700 900123 emma.roberts@example.com Website Closed - timing Email active Active Email opened yesterday
John Smith First enquiry: 10 Jul 2026 Adult 07700 900456 john.smith@example.com Google Trial booked Email and SMS active Active Called today
Sarah Jones Child: Leo Jones First enquiry: 24 Jun 2026 Child 07700 900789 sarah.jones@example.com Facebook Not interested No marketing consent Invited No activity for 19 days
Daniel Lewis First enquiry: 03 May 2026 Adult 07700 901111 daniel.lewis@example.com Referral Joined Member communications Active Logged in 2 days ago