How To Read The Salesperson Multi Club Report
This report shows salesperson activity and conversion metrics across all locations.
Note
This report only shows data for leads who's status is Enquiry, Tour, Trial, or Not Interested. Calls made to a lead who's status is Sale will appear in the Service Calls field.
1. Go to the Reports tab.
2. Click on Salespersons.
3. Salesperson report will appear.
4. Click on the Report type and select Multi Club Salesperson.
5. The Multi Club Salesperson report will appear.
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.
Contact Attempts - Number of phone calls attempted to people in the status of Enquiry, Tour, or Trial
Contact - 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 (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 Today
Number of 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 Up
RatioNumber of people who showed up divided by the number of appointments booked
Appointment Sales
Number of sales from appointments
Appointment Close
RatioNumber of sales from appointments divided by the total number of appointments
Walk Ins
Number of leads who's contact method is a walk-in
Walk Ins Sale
Number of sales from leads with a contact method of a walk-in
Walk In Close Ratio
Number of sales from walk-ins 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
New Leads Today
Number of inquires during the filtered date range
Service Calls
Number of calls with an outcome of spoke to for leads with a lead status of sale