Secondary Sales Report

To view the Secondary Sales Report, select the Reports tab, select the More drop-down at far right, scroll down the list, and select Secondary Sales as shown below.

The Secondary Sales Report has two elements:

The Filter on the report allows you to specify a date range as well as to isolate and focus on one particular Salesperson user, and/or one particular Secondary Sale type. If no filter is applied, then data associated with all Salesperson users and Secondary Sales types for the given date range will be included in both report elements by default.

This report can be changed from a Single Club view, which shows only data for the club that a user is currently logged into, to a Multi Club Detail view that shows data for all clubs in the company Group.

Lead Status Pie Chart

The Lead Status Pie Chart specifically tracks Secondary Sale opportunities that are created at the point of Membership Sale. If one or more Secondary Sale types have been added to members at the point of Membership Sale during the given date range, the pie chart will be updated according to which Secondary Sale type status options the leads currently have for the Secondary Sale types (at time of viewing the report). 

The report is updated in real time as the Secondary Sales leads' statuses are updated.

  • Potential: The percentage of Secondary Sale opportunities created during the date range now have Potential status.
  • Offered: The percentage of Secondary Sale opportunities created during the date range now have Offered status.
  • Booked: The percentage of Secondary Sale opportunities created during the date range now have Booked status.
  • Attended: The percentage of Secondary Sale opportunities created during the date range now have Attended status.
  • Attended No Sale: The percentage of Secondary Sale opportunities created during the date range now have Attended No Sale status.
  • Sale: The percentage of Secondary Sale opportunities created during the date range now have Sale status.
  • Not Interested: The percentage of Secondary Sale opportunities created during the date range now have Not Interested status.

This report will reflect Membership Sales and Secondary Sales opportunities added manually to a Client Profile, added via Appointment completion, and synced from DataTrak, if applicable.

Post Sales Activity Tracker

This table tracks the activities completed by each user that are “Related to" any Secondary Sale Type. Use the Date filter to display only activities completed during a chosen date range (Date from, Date into).

You can scroll to the right to view all of the following data points.

  • Prospects: Total number of Secondary Sales opportunities initiated during the given date range.
  • Call Attempts: The total number of Calls completed during the date range that were “Related to” the Secondary Sales types.
  • Spoke To: The number of Calls completed during the date range that were “Related to” the Secondary Sales types and had the Outcome Spoke to.
  • Texts: The number of SMS sent (not just scheduled) during the date range that were “Related to” the Secondary Sales types.
  • Emails: The number of emails sent (not just scheduled) during the date range that were “Related to” the Secondary Sales types.
  • Booked: The number of Events booked during the date range that were “Related to” the Secondary Sales types.
  • Show Up: The number of Events attended during the date range that were “Related to” the Secondary Sales types.
  • Show Ratio: Percent comparison of the number of Secondary Sales Events Booked during the date range vs the number of Secondary Sales Events that were Attended during the date range.
  • Total Sales: The total number of Secondary Sales opportunities won as Sale during the date range.
  • Total Close Ratio: Percent comparison of the number of Secondary Sales Prospects generated during the date range vs the number of Sales that were won during the date range.
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