Organization Analytics in IZI: Reading Your KPIs
Organization Analytics in IZI: Reading Your KPIs
Section titled “Organization Analytics in IZI: Reading Your KPIs”IZI CRM puts all analytics under the Analytics section of each club, and gives you two tools: the KPI Dashboard for deep period analysis and Daily Analytics for same-day operational control. Both are scoped per club inside your organization and are protected by role permissions (club.analytics.kpi and club.analytics.daily). If you run a network, open each club separately or use multi-club comparison.
Where to find it: Club → Analytics → KPI Dashboard or Daily Analytics.
The KPI Dashboard answers “how did we perform over a period?” — any week, month, quarter, or custom range, compared against a reference period. Daily Analytics answers “what happened today, right now?” — one day compared with any other day, filterable by hour range.
KPI Dashboard: what it shows and how to read it
Section titled “KPI Dashboard: what it shows and how to read it”Selecting a period
Section titled “Selecting a period”In the top-right corner, set two date ranges: Current Period and Comparison Period. All metric cards recalculate automatically. A green percentage next to a card means growth versus the comparison; red means decline.
Finance section
Section titled “Finance section”The top row of the summary shows three core revenue metrics:
| Metric | What IZI counts |
|---|---|
| Cash-basis revenue | Balance top-ups minus withdrawals (TOP_UP − WITHDRAW) |
| Accrual revenue | Balance charges minus refunds (CHARGE − REFUND) |
| Bar revenue | Bar charges minus bar refunds |
Below those, you get the financial detail breakdown:
- Accrual revenue (charges only) — all CHARGE events with no refund offset.
- Refunds — total refunds to player balances for the period.
- Discounts applied — number of orders where a discount was used.
- Total discount amount — cumulative discount value granted to players.
Payment methods and revenue category charts
Section titled “Payment methods and revenue category charts”Two pie charts break down the structure of money coming in and going out:
- Payment methods: Cash / Card terminal / Online (acquiring).
- Revenue categories: Sessions / Bar / Combo / Top-ups.
Each segment shows its percentage share. Both charts are exportable to CSV.
Revenue chart
Section titled “Revenue chart”A time-series chart of revenue across the selected period, with granularity controls: Days / Weeks / Months / Quarters. You can filter by category — for example, hide Bar to focus purely on tariff and combo revenue.
ARPU and average metrics
Section titled “ARPU and average metrics”Three top-level ARPU cards:
| Metric | Formula |
|---|---|
| Cash-basis ARPU | Cash-basis revenue ÷ unique clients with top-ups or withdrawals |
| Accrual ARPU | Accrual revenue ÷ unique clients with charges or refunds |
| Average top-up | Mean value of a single balance top-up |
Plus ARPU broken down by revenue category:
- Session ARPU — tariff accrual revenue per player.
- Bar ARPU — bar accrual revenue per bar buyer.
- Combo ARPU — combo accrual revenue per combo buyer.
See the ARPU glossary entry for the full definition and how to act on it.
Client data section
Section titled “Client data section”Six client segments for the selected period:
| Metric | Definition |
|---|---|
| Total clients | Unique players with at least one event |
| New clients | First visit to this club |
| Returning clients | Had a prior visit before this period |
| New registered | New clients with a phone number linked |
| New unregistered | New clients without a phone number |
| Returning registered / unregistered | Same split for returning players |
The registered-to-unregistered ratio is a proxy for client base quality: the higher the share with a phone number, the larger the addressable audience for loyalty programs and marketing.
Balance operations section
Section titled “Balance operations section”Full picture of bonus movement:
- Bonuses awarded — total bonuses granted in the period.
- Manual bonuses — awarded by staff manually.
- Automated bonuses — issued by the system via promo codes or automations.
- Bonuses spent — used by clients to pay for sessions or bar items.
- Bonuses deducted — removed manually by staff.
- Manual gaming balance top-up — balance corrections made by staff.
The All Balances / Gaming / Bonus toggle on the trend chart lets you isolate one balance type for a cleaner signal.
Session data section
Section titled “Session data section”- Session count — total gaming sessions in the period.
- Unregistered client sessions — sessions by players without a linked phone.
- Tariff revenue — cash paid for sessions, excluding bonus-funded payments.
- Combo revenue — cash paid for combo packages, excluding bonuses.
- Total hours played — sum of all session durations.
- Average session length — mean duration per session.
- Occupancy — session time as a percentage of available hall capacity.
Bar data section
Section titled “Bar data section”- Bar order count and unregistered client orders.
- Average order fulfillment time — from order creation to marked-as-served.
- Average bar check — bar revenue divided by order count.
- Average bar margin — mean margin across items sold (write-offs excluded).
Daily Analytics: same-day operational control
Section titled “Daily Analytics: same-day operational control”Daily Analytics gives you a fast one-day slice with a side-by-side comparison to any other day. It is built for morning briefings and shift monitoring.
Selecting a day and time range
Section titled “Selecting a day and time range”Two single-day date pickers in the top-right corner: Current Date and Comparison Date (default: same day, one month ago). You can also narrow by time range — for example, peak hours only (18:00–23:00).
Key indicators section
Section titled “Key indicators section”First row — financial picture of the day:
| Metric | What IZI counts |
|---|---|
| Cash-basis revenue | Top-ups minus withdrawals for the selected day |
| Accrual revenue | Charges minus refunds for the day |
| Tariff sales | Total payments by tariff |
| Bar sales | Total bar payments |
| Combo sales | Total combo payments |
Second row — operational metrics:
| Metric | What IZI counts |
|---|---|
| Sessions | Sessions started during the day |
| Orders | Bar orders placed |
| Cancelled orders | Orders that were cancelled |
| Playing time | Total duration of all sessions |
| Write-offs | Inventory items written off from warehouse |
Clients section
Section titled “Clients section”- Total clients — unique players with at least one session that day.
- New clients — registered in this club during the selected period.
- Returning clients — registered before the selected day.
- Registered — clients with a linked phone number.
- Unregistered — anonymous players without a phone.
Payment methods section
Section titled “Payment methods section”- Balance top-ups — total top-up amount, all methods combined.
- Cash — cash top-ups only.
- Card / Terminal — payments via card terminal.
- Online payment — acquiring / online payment.
KPI section
Section titled “KPI section”- Average Check — mean amount per balance charge (CHARGE).
- ARPU (cash-basis) — cash-basis revenue ÷ clients who topped up or withdrew.
- ARPU (accrual) — accrual revenue ÷ clients who purchased or received refunds.
Hourly revenue chart
Section titled “Hourly revenue chart”Shows how revenue distributes across hours of the day — both cash-basis and accrual. Use this to identify peak hours and dead slots. Data is exportable.
What to look at first
Section titled “What to look at first”For owners and managers (business view):
- Cash-basis revenue — real money received by the club.
- ARPU — is each client’s value growing over time?
- New vs. returning client ratio — health of the client base.
- Occupancy — how efficiently is the hardware being used?
For admins and shift leads (operational view):
- Daily Analytics for today vs. the same day last week.
- Cancelled bar orders — a signal of staffing or menu issues.
- Unregistered clients — an opportunity to offer phone-number registration.
- Hourly revenue chart — when does the club need an extra shift?
Related sections
Section titled “Related sections”- How to read single-club analytics — detailed breakdown of reports at the individual club level.
- How to compare clubs in a network — when your organization has multiple locations.
- Bar report how-to — margins, inventory movement, top-selling items.
- ARPU glossary — full definition, calculation method, and what to do with the number.
Frequently asked questions
What is the difference between cash-basis and accrual revenue in IZI?
Cash-basis revenue is balance top-ups minus withdrawals (TOP_UP − WITHDRAW). Accrual revenue is purchases charged from the balance minus refunds (CHARGE − REFUND). If a player tops up but never plays, cash-basis counts that money; accrual does not.
How does IZI calculate ARPU?
ARPU = revenue for the period divided by unique clients. IZI provides two variants: cash-basis ARPU (top-ups ÷ clients who topped up or withdrew) and accrual ARPU (charges ÷ clients who purchased or got refunds). Use cash-basis for cashflow visibility, accrual for consumption trends.
What does Average Check mean in IZI?
Average Check is the mean amount of a single balance charge (CHARGE event). It is not the top-up amount and not the bar order total — only the per-transaction spend from a player's balance.
How does period comparison work?
Both the KPI Dashboard and Daily Analytics let you set a current period and a comparison period. IZI shows the percentage change for each metric — green for growth, red for decline. The default comparison date is the same calendar day one month earlier.
How do I filter revenue by category?
On the KPI Dashboard, the Revenue chart has a category filter above it: Sessions, Bar, Combo, Top-ups. Select or deselect categories from the dropdown and the chart updates immediately.
Where can I see bonus balance activity?
In the Balance Operations section of the KPI Dashboard: bonuses awarded, manual bonuses, automated bonuses (promo codes and automations), bonuses spent, and manually deducted bonuses. You can also switch the balance chart between All Balances, Gaming, and Bonus views.