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JTA Mathnasium at a glance
Current operating signals across all three centres.
Data snapshot · Oct 5, 2026, 2:47 AM PDT
Enrollment & value
August 2026 finalized month · from Centre Analytics.
New leads
50
Active students
303
Reported revenue
$92K
Avg length of stay
14.8 mo
Avg implied price
$332
New accounts
13
System status
Latest known state
Needs attention
Items that should be reviewed next.
Workspaces
Open a module for detail and actions.
Unified Inbox
Cross-centre communication coverage without exposing family-level records in this owner overview.
Data as of Sep 28, 2026 · 7:23 PM PDT
All-centre coverage
Communication totals and protected centre-dashboard access.
Scheduled emails are included in the underlying data. Use Communication Log and Accounts for the protected cross-centre correspondence view.
Communication Log
All three centres in one chronological view.
Date
Account
Centre
Channel
Dir.
Message
Accounts
Cross-centre families, students and complete thread summaries.
Follow-up Queue
Callback requests first, then newest unmatched conversations across all centres.
Monday digest
Latest cross-centre snapshot
Needs follow-up
Notable threads · latest 7 days
Mastery Check Filing
Nightly filing status and the latest recorded centre results.
Nightly · 10:55 PM PT
Active
North Vancouver
The latest recorded run moved nine mastery-check files and created one missing “Completed Mastery Checks” folder.
Last recorded runSep 27 · 11:28 PM PDT
Files moved9
Folders created1
Active
Burnaby North
The Sep 27 run processed no Burnaby North files. No review items were recorded.
Last recorded runSep 27, 2026
Files processed0
Review queueClear
Awaiting data
Collingwood
No Collingwood filing result is included in this snapshot.
Centre codeCW
Last-run detailNot available
ScheduleNightly
Audit log
The shared audit file records centre-coded actions so owner review can distinguish CW, NV and BN activity.
ScopeAll three centres
Centre fieldCW · NV · BN
Latest detailed activityNorth Vancouver
Lead Nurture
Operating status for lead follow-up automations across the centres.
Active
Apptoto → Radius daily log
Every morning around 6:30 AM Pacific, the automation scans Apptoto appointment notifications and records each booking, cancellation and reschedule as a completed Radius activity. Bookings and reschedules move an Open lead to Assessment Pending.
Burnaby NorthConnected · PhanKieuAnh.Tran
North VancouverConnected · Joseph.Liu1
CollingwoodConnected · Collingwood inbox
Paused
Nurture email sequence
Periodic enrollment emails based on lead status and previous communications are paused while the Apptoto sync is prioritized. The sequence resumes only on Alvin’s go-ahead.
Current statePaused
Next stepOwner approval
Financial Desk
Owner view of Radius enrollment status against scheduled Helcim tuition payments.
Latest verification · Sep 28, 2026
North Vancouver
Clear
The latest verified October check found no hold or inactive account with an active payment scheduled for Oct 1.
Accounts checked
6
Action needed
0
Sources
Radius + Helcim
Collingwood
Unknown
No verified centre-level reconciliation result was supplied for this owner snapshot.
Last result
Not verified
Scheduled source
Connected
Next auto-run
Unknown
Burnaby North
Pending
Billing reconciliation is not available until the separate Burnaby North Helcim login is connected.
Radius source
Available
Helcim source
Not connected
Result
Unknown
Monthly control
The automated check runs on the 26th at 9:38 AM Pacific and reports accounts that may need a payment paused. It never changes a subscription without owner approval.
Centre Analytics
Cross-centre operating snapshot from finalized 2026 reporting through August.
Source period · Jan–Aug 2026
Reported revenue$1.05MJan–Aug · all centres
New leads573Jan–Aug · all centres
New accounts192Jan–Aug · all centres
New students231Jan–Aug · all centres
Centre · Aug 2026
Reported revenue
Active students
Leads
Accounts
Implied price
Length of stay
Burnaby North
$25,466
74
10
4
$296
11.7 mo
North Vancouver
$29,630
90
24
7
$330
13.2 mo
Collingwood
$36,969
139
16
2
$355
17.6 mo
Reporting note
September 2026 contains no finalized dashboard data. The figures above therefore use August for the centre comparison and January through August for the all-centre totals.
Performance Bonus
Collingwood leadership incentive calculation.
Staged source · Sep 28, 2026
Sample data only — these are not real performance figures or a payable bonus.
Period · September 2026
Metric
Target
Actual
Payout
Notes
New enrollments
8
11
$450.00
Sample structure
Assessment bookings
20
24
$300.00
Sample structure
Family retention check-ins
15
15
$200.00
Sample structure
Sample total$950.00
Franchisee Forum
Private Mathnasium franchisee discussions distilled for rapid scanning, knowledge search and idea capture.
Compiled Sep 29, 2026
Knowledge Base
Per-thread summaries and Q&A.
Idea Bank
Running list of actionable ideas from the forum.
Admin
Review the modules currently published for each centre and prepare changes for a future rebuild.
Assignments verified from centre artifact pages
Centres
Current published module assignments and centre-page status.
Module catalogue
Admin remains owner-only. Franchisee Forum is assigned to Owner and North Vancouver.
Assignment editor
Switch modules on or off to stage a centre configuration.
Draft mode · device-local only
Changes stay in this tab, reset on reload and do not affect live centre pages until their artifacts are rebuilt.
Staged changes
No pending changes.
Job Monitoring
Schedules and latest known results for business automation jobs.
Static snapshot · Sep 29, 2026 · 1:23 AM PDT Current only at build time On-demand runs are picked up within a few minutes.
Job
Schedule
Status
Last run
Next run
On demand
Apptoto → Radius daily log
Daily · 6:38 AM PT
Enabled
Succeeded · Sep 29 · 1:20 AM PDT 1 action found · 1 written