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.
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:
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.)
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.)
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.
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.
Note: This figure can be found by dividing the 'Walk-In Events Closed' field by the 'Total [Walk-In]'
Note: This figure can be found by dividing the 'Appts Closed' field by the 'Appts Showed' field.
Note: This figure can be found by adding together the 'Appts Close %' and 'Close Walk Ins %' fields.
D. New Leads
The New Leads section details the Prospects that the employee/location created within the report's designated date range.
Note: This figure can be found by adding together the 'Referrals', 'Phone Inquiries', 'Web Leads', and
Note: Credit for a Web Lead's creation is awarded to whichever employee is set as that location's
Default Member Sales Account.
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.
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.
Note: This figure can be found by adding together the 'Calls (M)' and 'Calls (D)' KPI fields.
Note: This figure can be found by adding together the 'Emails (M)' and 'Emails (D)' KPI fields.
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.
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.
Note: This figure can be found by adding together the 'New Appts Showed %' and 'Be Back Appts
Showed %' fields.
Note: This figure can be found by adding together the 'Appts Closed Primary' and 'Appts Closed