Midtown · Intro Bookings ↓ 34% WoW · only 5 outbound calls all week (avg 28)
→
Harlem · 8 cancel-intent calls in 3 days, only 2 saved
→
All Stores · Side-by-side
8 stores · Apr 28 – May 4 vs Apr 21 – Apr 27
Store
Intro Book
New Members
Cancel Save
Total Calls
Outbound %
Tasks Done
Impacted Rev
Trend
Harlem
14
5
2/8
68
42%
15/17
$3,180
↗
Totowa
17
6
3/4
71
45%
18/19
$4,120
↑
Westside ALERT
9
2
1/2
39 (53% missed)
21%
8/19
$1,240
↓↓
Midtown ALERT
7 (↓34%)
2
1/1
44
11%
9/11
$1,580
↓
Brooklyn
12
3
1/2
52
36%
12/14
$2,340
→
Queens
15 ↑22%
4
2/2
63
48%
14/15
$3,520
↑
Bronx
8
1
1/1
41
31%
10/13
$1,420
↘
Staten Island
5
1
1/1
34
38%
7/9
$1,020
→
Total · 8 stores
87
24
11/19
412
38%
93/117
$18,420
↑
💡 Click any row → drill into that store's full DashboardWoW ↓ >20%Needs attention
Dashboard
Weekly SummaryMar 27 – Apr 2, 2026
Today's Snapshot
Attention Needed
Severity:
As of
Export as CSV
Export as PDF
As of
⋮⋮Key Metrics
⋮⋮Trend 1
⋮⋮Trend 2
⋮⋮Trend 3
⋮⋮Trend 4
⋮⋮Status Distribution
Lead Funnel
⋮⋮Trend 5
⋮⋮Trend 6
⋮⋮Median Response Time
⋮⋮Lead Outreach Compliance
⋮⋮Bad-Timing Reasons
Bad-Timing Reason Breakdown
As of
Member Engagement
Risk Signals
At-Risk Members
(coming soon)
🚧
Win-back
Coming Soon
Track churned member reactivation including Win-back Rate, Re-engagement Campaign effectiveness, and Churned Member return trends.
Date Rangeto
Export as CSV
Export as PDF
Impacted Revenue
AI AssistantDashboard context
Lead Tracker
Communication Log
AI AssistantLead Tracker context
Contacts
Communication Log
Rules
Configure contact, reminder, SMS, and alert strategies for Orangetheory Fitness
Temperature Time Windows
Configure how long each temperature phase lasts before auto-downgrade
Hot Duration
Duration of Hot phase from lead entry — full effort outreach window
day
1
3 days
Warm Duration
Duration of Warm phase after Hot ends — continued follow-up window
days
2
14 days
First Response SLA
Maximum wait time for the first contact attempt after a lead enters the system
First Response Deadline
Lead must be contacted within this time window. Quiet Hours are automatically excluded from the countdown.
min
1
30 min
SLA Due Soon
How far in advance to show "Due Soon" warning before SLA deadline
min
1
5 min
Task Deadline by Priority
Default deadline windows for AI-generated follow-up tasks, by priority level
High Priority Deadline
Default deadline for high priority tasks (e.g. post-trial close, cancellation risk)
hr
1
24 hr
Medium Priority Deadline
Default deadline for medium priority tasks (e.g. no-show re-book, post-connect follow-up)
hr
12
72 hr
Low Priority Deadline
Default deadline for low priority tasks (e.g. voicemail follow-up, "call me next week")
hr
48
168 hr
Task Due Soon
Advance warning before task deadline (tasks are hours-critical)
hr
0.5
4 hr
Quiet Hours
Manage outreach time restrictions — TCPA compliance and optional rules
TCPA Mandatory - Nighttime Quiet Period
9:00 PM ~ 8:00 AM (recipient's local time) TCPA federal law — violations carry $500–$1,500 fines per occurrence
ENFORCED
Optional - Sunday Outreach
Allow outreach calls on Sundays Note: Some states (FL, AL, MS, LA, SD, UT) prohibit unsolicited Sunday telemarketing. Lead follow-ups may be exempt as consumer-initiated inquiries, but depends on your opt-in consent language. Consult legal counsel for your specific state.
DISABLED
ℹ️
Sunday outreach is not restricted by TCPA federal law. Some states restrict unsolicited Sunday telemarketing — lead follow-ups may be exempt depending on your opt-in consent language. Consult legal counsel for your specific state.
Revenue Benchmarks
Average revenue values used to estimate Impacted Revenue from task close results
New Customer Avg. Price
Average monthly spend of a newly signed customer (for Conversion MRR)
$/ mo
Member Avg. Monthly Spend
Average monthly spend of an active member (for Cancel Save MRR & Complaint Retention MRR)
$/ mo
Upgrade Avg. Incremental Price
Average incremental monthly revenue from a plan upgrade (for Upgrade MRR)
$/ mo
Complaint Attribution Coefficient
Weight applied to Complaint Retention MRR (complaint ≠ guaranteed retention)
Freeze Recovery Attribution Coefficient
Weight applied to Freeze Recovery MRR (auto-reactivation discounted)
Payment Recovery Attribution Coefficient
Weight applied to Payment Recovery MRR (auto-retry self-resolution discounted)
Event Avg. Registration Fee
Average fee per challenge/event registration (for Event Revenue)
$
Promotion Avg. Price
Average monthly price per promotion member (for Promotion Revenue)
$/ mo / 人
Add Revenue Benchmark
$
Lead Thresholds
Thresholds that control when a lead's status transitions to implicit exit states
Stall Threshold
Number of successful connections without advancing to the next stage. Triggers implicit exit: bad_timing (no rejection signal) or not_interested (negative sentiment).
connections
2
10
Attempt Threshold
Number of contact attempts without connecting. Triggers: lost_contact (previously connected then silent), unreachable (never connected, cold), or identifies neglected (fewer attempts than this, never connected, cold).
attempts
2
10
R
Reta
Business Hours — Missed Calls Only
AI front desk ENESZH
Date Rangeto
R
Reta
AI Front Desk
Languages Active
ENESZH
Contacts
89
people contacted
SMS
156
Auto-replies + follow-ups
Calls
34
Missed calls handled
Leads Captured
42
After-hours leads qualified
Bookings
14
Booked by Reta
Response Time
8s
Avg first response
Recent Conversations
Maria Garcia9:15 PM
Te reservo un lugar?
Active
John Smith8:42 PM
Booked intro class
Booked
Wei Zhang8:17 PM
Asked about pricing
Escalated
Sarah Lee7:33 PM
Class schedule inquiry
Done
Mike Brown6:48 PM
No reply yet
Pending
Maria Garcia
+1 (555) 234-5678 · SMS · Spanish
Missed Call — 9:12 PM
Hola Maria! Vimos que intentaste llamarnos. Estamos fuera de horario, pero puedo ayudarte. En que podemos asistirte? 😊
9:12 PM · Reta (auto-detected: Spanish)
Hola! Quiero saber sobre clases de prueba
9:13 PM
Genial! Ofrecemos una clase de prueba gratuita para que conozcas la experiencia OTF. Tenemos clases disponibles manana. Que horario te funciona mejor?
9:13 PM · Reta
Manana por la tarde seria ideal
9:14 PM
Perfecto! Tenemos una clase a las 5:30 PM manana. Te reservo un lugar?
9:14 PM · Reta
Si por favor!
9:15 PM
Listo! Tu clase de prueba esta reservada para manana a las 5:30 PM. Llega 15 minutos antes para registrarte. Te esperamos! 💪
9:15 PM · Reta
Lead created: Maria Garcia · Status: Hot 🔥 · Appointment: Tomorrow 5:30 PM
🤖 Reta Settings
Trigger Rules
1. Missed Call Auto-SMS
When a call is missed — during or outside business hours — Reta automatically sends an SMS within 30 seconds.
Default Message (auto-translated per language):
Hi {name}! Sorry we missed your call at {store_name}. How can we help you today? 😊
2. AI Coverage Modes
Reta works in three modes depending on the situation.
After Hours — Full Autonomous
Business Hours — Auto (always on)
Business Hours — Full Assist (staff activates)
3. Lead Qualification Flow
Reta asks qualifying questions before booking an appointment.
Questions (in order):
1What type of class are you interested in?
2Have you worked out at OTF before?
3What time works best for you?
Escalation Rules
Auto-Escalate to Human
Reta hands off to a human when it detects these situations:
Notify via: SMS to on-duty manager + Dashboard alert
Language Settings
Supported Languages
Reta auto-detects the customer's language and responds accordingly.