How To Read The Salesperson Report

This report shows salesperson activity and conversion metrics. 


1. Go to the Reports tab.

2. Click on Salespersons. 

3. Salesperson report will appear.

4. Click Filter to select the date range.


Filter
Allows you to change date range and options for the report

Download
Will create an Excel file of the report. Clicking on many (not all) of the column headings will sort the data in the table 


User Name
Users with the Role of Club Manager, Salesperson, and Salesperson Restricted appear in this column. Regional Managers do not.

New Leads
Number of inquiries - excluding referrals - assigned to the salesperson during the filtered date range. To see the Number of Referrals, see the Referrals From POS and Referrals Per Sale columns.

Service Call Attempts
Number of calls made to leads with a lead status of sale

Service Calls
Number of calls with an outcome of spoke to for leads with a lead status of sale

Call Attempts
Number of phone calls attempted to people in the status of Enquiry, Tour, or Trial

Spoke to
Number of spoke to phone calls for people in the status of Enquiry, Tour, or Trial

Appointments (A1)
Number of appointments booked on the same day (from when the call was completed)

Appointments (A2)
Number of appointments booked the next day (from when the call was completed)

Appointments Other (A3)
Number of appointments booked after the 2nd day (from when the call was completed)

Total Appointments Booked
Number of appointments scheduled

Contact to Appointment Ratio
Number of appointments booked divided by number of contact

Appointments
Number of Booked appointments on the schedule during the filtered time range

Show Up
Number of these Appointments with outcome Not No-Show  (they were Sale, No Sale, Trial)

Show Ratio
Number of people who showed up divided by the number of appointments booked

Appointment Sales
Number of sales from Booked appointments

Appointment Close Ratio
Number of sales from appointments divided by the total number of appointments

Walk Ins
Number appointments of type Walk In

Walk Ins Sale
Number of sales from Walk-in Appointments

Walk In Close Ratio
Number of sales from walk-in appointments divided by total number of walk-ins

Total Sales
Total number of sales regardless of appointments or walk-ins

Total Close Ratio
Total number of sales divided by number of leads

Personal Training Sold
Total number of personal trainings sold. This stat is only available to accounts who have this enabled

Referrals From POS
Number of New Leads created using the Add Referral option in GymSales

Referrals Per sale
Number of referrals divided by the number of sales


By default its a single location report.  You can change the report type in the top right-hand side: 

Multi Club Detail
Shows Salespeople and totals for each location

Multi Club Summary
Summary per location

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