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    The Flat Sales Activity Report (Genesis)

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    The Flat Sales Activity Report details the entirety of a club's activity for a given date. From its data, Club Admins are aided in the ability to assess how successfully their employee or location is performing.

    This report is filterable by Date Range, Location, and Employee. When filtered for a specific Location, the Flat Sales Activity Report will display only the leads that an employee created specifically for that location. Furthermore, the Flat Sales Activity Report will only report on an employee/location's membership sales stats. For more tips on how to access, filter, and schedule this report, click here.

    Inclusion Logic

    The Flat Sales Activity Report extracts its data from a multitude of sources: the club's KPI, its Club OS calendar, its follow-up data, and its billing integration. For an employee to register within the report, that employee must perform one of three actions within the designated date range:

    1. Possessed at least one calendar event for the location in question.
    2. Followed-up with that location's Prospects and/or Members.
    3. Been credited with a sale at that location by the club's billing provider. (Note: This includes staff that has since been deleted or who work at a separate location.)

    Although the Flat Sales Activity Report and the employee/location's KPI will often correlate, it is highly unlikely that a club's Flat Sales Activity Report and KPI will ever match exactly if they are being run for today's date or MTD. This is due to the fact that, while the Flat Sales Activity Report is a snapshot of a club's statistical standing at the exact moment that the report was run, a club's KPI's has the capacity to increase every second. For best results, run the Flat Sales Activity Report for a past date. (A past date's KPI can not be altered.)

    The Report

    This Flat Sales Activity Report consists of six separate sections. (Note: An identical report will appear within the Month to Date tab, populated by alternative stats.)

    A. Location

    The Location section lists each club location and/or employee whose sales stats are featured within the Flat Sales Activity Report.



    B. Club Traffic

    The Club Traffic section details, both, the total visitation that an employee/location received within the report's designated date range and how successfully that subject was at being able to convert those opportunities into sales. This data draws from, both, the employee/location's Club OS calendar and KPI.



    • Total: The total number of visits that the employee/location received within the report's designated date range. This is seen via the 'Club Traffic' KPI.

      Note: This figure can be found by adding together the 'Appts Showed' and 'Walk-In Events' fields.

    • New Walk-In Events: The number of instances in which Prospects made an initial visit without having scheduled an appointment. This is seen via the 'Walk Ins' KPI.

    • Be Back Walk-In Events: The number of instances in which Prospects made a return visit without having scheduled an appointment. This field does not possess a corresponding KPI.

    • New Appts Showed: The number of appointments that were attended after being scheduled by a Prospect on their initial club visit. This field does not possess a correlating KPI.

    • Be Back Appts Showed: The number of appointments that were attended after being scheduled by a Prospect on a returning club visit. This field does not possess a correlating KPI.

    C. Closing & Member Guests

    The Closing & Member Guests section displays, both, the rate in which an employee/location successfully ended an event with a sale and the number of referrals that the employee/location acquired in the interest of potential future sales. 



    • Walk-In Events Close %: The percent in which a Prospect's unscheduled club visit resulted in that Prospect purchasing a membership. This is seen via the 'Close Walk Ins %' KPI.

             Note: This figure can be found by dividing the 'Walk-In Events Closed' field by the 'Total [Walk-In]'
             fields.

    • Appts Close %: The percent of attended appointments that resulted in a membership being purchased within the report's designated date range. This seen via the 'Close Appts %' KPI.

             Note: This figure can be found by dividing the 'Appts Closed' field by the 'Appts Showed' field.

    • Overall Close %: The percent in which the employee/location was able to convert a Prospect's club visit into a sale. This is seen via the 'Close %' KPI.

             Note: This figure can be found by adding together the 'Appts Close %' and 'Close Walk Ins %' fields.

    • New Units: The total number of memberships that were purchased within the club's designated date range. This field does not possess a corresponding KPI.

    • POS Referrals Per New Member: The average number of Referrals/Preferred Guests/VIP Guests that were gained per each new Member on the same date in which their membership was purchased. This field does not possess a corresponding KPI.

    D. New Leads

    The New Leads section details the Prospects that the employee/location created within the report's designated date range.



    • Total: The total number of Prospects that the employee/location acquired within the designated date range. This is seen via the 'New Leads' KPI.

             Note: This figure can be found by adding together the 'Referrals', 'Phone Inquiries', 'Web Leads', and
             'Other fields.

    • Referrals (Origin): The number of Prospects with an Origin of Referral that the employee/location acquired. This is seen via the 'New Referrals' KPI.

    • Phone Inquiries: The number of Phone Inquiry Prospects that the employee/location acquired. This is seen via the 'New Phone Inquiries' KPI.

    • Web Leads: The number of Web Lead Prospects that the employee/location acquired. This is seen via the 'New Web Leads' KPI.

             Note: Credit for a Web Lead's creation is awarded to whichever employee is set as that location's
             Default Member Sales Account.

    • Other: The number of Walk In/Outreach/Other Prospects that the employee/location acquired. This field does not possess a correlating KPI.

    E. Contacts by Type

    The Contacts by Type section details the frequency in which the employee/location contacted Prospects and Members through each medium within the report's designated date range. This data draws from the employee/location's KPI.



    • Total: The total number of contacts that the employee/location performed within the report's designated date range. This is seen via the 'Contacts' KPI. 

             Note: This figure can also be found by adding together the 'Call Total', 'Email Total', and 'Text Total'
             fields. It will also always be identical to the Contacts by Status table's 'Total' field.

    • Call Total: The total number of calls that the employee/location performed. This is seen via the 'Calls (M)' and 'Calls (D)' KPI's.

             Note: This figure can be found by adding together the 'Calls (M)' and 'Calls (D)' KPI fields.  

    • Email Total: The total number of emails that the employee/location performed. This is seen via the 'Emails (M)' and 'Emails (D)' KPI's.

             Note: This figure can be found by adding together the 'Emails (M)' and 'Emails (D)' KPI fields.

    • Text Total: The total number of texts that the employee/location performed. This is seen via   
      the 'Texts (M)' and 'Texts (D)' KPI's.

             Note: This figure can be found by adding together the 'Texts (M)' and 'Texts (D)' KPI fields.

    F. Sales Appts

    The Sales Appts section details the results of an employee/location's appointments with Prospects within the report's designated date range. This data draws from, both, the employee/location's Club OS calendar and membership data.

    Note: If a club excludes Be Back stats from its KPIs and reporting, then all of the Sales Activity Report's 'Be Back'-related fields will have a zero in them. Similarly, if a club does not qualify a rewrite as a new agreement, then no rewrites will factor into the Sales Appts table's stats.



    • New Appts Made: The number of appointments that the employee/location scheduled. This is seen via the 'Appts Made' KPI.

    • Total Appts: The total number of appointments that were scheduled by Prospects for the date in which the report was run. This is seen via the 'Appts Today' KPI.

             Note: This figure can be found by adding together the 'New Apps Today' and 'Be back Appts Today'
             fields. These events can also be counted within the Club oS calendar.

    • New Appts: The number of appointments that were scheduled for the date in which the report was run by a Prospect on their initial club visit. This field does not possess a correlating KPI.

    • Be Back Appts: The number of appointments that were scheduled for the date in which the report was run by a Prospect on a returning club visit. This field does not possess a correlating KPI.
    • Total Appt Showed: The number of appointments that were attended after being scheduled by a Prospect on a returning club visit. This field does not possess a correlating KPI.

    • Total Appt Showed %: The total percent of appointments that were attended by Prospects within the report's designated date range. This is seen via the ‘Appts Show %’ KPI.

             Note: This figure can be found by adding together the 'New Appts Showed %' and 'Be Back Appts
             Showed %' fields.

    • Appts Closed: The total number of appointments in which a membership was purchased within the report's designated date range. This is seen via the 'Appts Closed' KPI.

             Note: This figure can be found by adding together the 'Appts Closed Primary' and 'Appts Closed
             Secondary' fields.

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