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Sample report

Weekly update — 8 Jul 2026

Jul 1 – Jul 8 · weekly

Headline

150
  • Active84(56%)
  • Idle42(28%)
  • Dormant24(16%)

Participants by engagement tier this period.

62% of active participants logged both inflows and outflows this period — the program's strongest two-sided logging rate in six weeks.

What's working

3380
median 247
07-0107-0507-08

Daily transactions across the period; dashed line is the 7-day rolling median.

Top engagers

Logging discipline continued to build. The share of active participants logging both inflows and outflows rose 6 points to 62%, with 52 participants keeping two-sided records. A record 58 active participants hit the 3-day logging target, lifting the hit rate to 69%.

Logging activity

Inflow events
1,642
1,445 prior
Outflow events
312
261 prior
current prior period
Logged both inflows & outflows
62%vs 56% prior

Event volume vs prior period — counts, not currency amounts.

Event volume grew across the board. Inflow events rose from 1,445 to 1,642 and outflow events from 261 to 312. Transactions per active participant climbed 8% to 23.3. The share logging both sides rose 6 points to 62%, with 52 participants now maintaining two-sided records.

New vs returning

Current
172
1,782 returning (91%)
1,954 total
Prior
1,645 returning (96%)
1,706 total
new businesses returning

Share of this period's transactions from newly onboarded vs returning participants.

Nine new participants joined this period, contributing 172 transactions — up from six new participants and 61 transactions in the prior period. Returning participants logged 1,782 transactions, showing the established base stays highly engaged.

Watchpoints

42
0–1
66
2–4
42
5+

Distribution of participants by active-day buckets · days with ≥1 transaction in period.

Two items to watch. First, 24 participants (16%) have slipped to dormant, logging nothing for three or more weeks — a focused re-engagement list rather than a broad problem. Second, while two-sided logging rose, expense logging still trails sales logging by roughly five to one, so cost visibility remains partial for many businesses. Both are addressable with light-touch coaching.

Stats snapshot

MetricCurrentPrior
Participants150141
Active in period8479
Idle4240
Dormant2422
≥3 active days5849
Median active days32
Txns logged1,9541,706
Total inflows3.1M2.7M
Total outflows1.4M1.2M
Net cash1.7M1.5M
New participants96