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Knowledge Base |
Daily Production ( Emailed ) Report - Part 1
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This article will guide you through the breakdown of the Daily Production Report that is emailed daily. This report includes PT statistics only.
1. Quick Stats
The column on the left of the emailed report will include:
New Agreements - Count of non-membership contract agreements purchased.
Gross - Sum of non-membership paid-up-front amount based on non-membership contract agreements purchased that day/month.
Invoice - Sum of total price of non-membership contract agreement purchased that day/month.
New EFT Next Month - New dollar amount that will be drafted next month based on new non-membership contract agreements made that day/month.
Products - Sum of the total price of items purchased at the POS
Bookings Completed - Count of completed bookings (non consult) that occurred that day/month.
Booking Hours - How many hours of bookings (non consult) that were completed that day.
Bookings Payroll Value - Sum of booking costs from that day/month
Bookings Earned Revenue - The purchase amount that was earned from bookings that day/month
The column on the right of the emailed report provide that ranked period of the invoice sales. It will additionally include:
Number in Parentheses - Count of non-membership contract agreements made that day.
Avg Selling Price - Avg cost per session type listed.
Period Invoice - Sum of non-membership contract agreements purchased in the date range.
Monthly EFT vs. 30 Days Ago - Compares what the non-membership draft amounts are for teh month following the day of the report vs. what they were on the same day last month up until the date oft he report.
2. Club Detail
When you select the Club Detail tab towards the bottom of the excel document, it will include the following information:
New Prospects - The sum of new prospects that have been added within the reporting date
Calls Made - Total number of phone calls that were made within the reporting date
Emails Sent - Number of emails that were sent within the reporting date
Appt Set - Number of service consults that were scheduled (set up) the day before (these could be scheduled for any date)
Appt Sched - Number of service consults scheduled for (to occur on) the report date
Appt Show - The total number of customers that have showed for an appointment within the reporting date
Show % - Percentage of the total number of customers that have showed for an appointment within the reporting date
Closed - The total number of signed agreements
Close % - Percentage of scheduled (showed) consults performed by this staff member that resulted in a signed agreement
Service Sessions - The amount of sessions scheduled within the reporting date
Service Avg $/Session - The average amount per each service session
Class Sessions - The amount of classes scheduled within the reporting date
Class Avg $/Session - The average amount per each class session
Consult Sessions - The number of consults scheduled within the reporting date
Consult Avg $/Session - The average amount per each consult session
Total Sessions - The total of services, classes, and consults that have been scheduled within the reporting date
Total Avg $/Session - The average amount per services, classes, and consults.
GROSS - This is the actual gross revenue (money actually received) from the new deals and anything afterwards to date. It is an indicator of the value to date of the new person this staff member converted
EFT - EFT that has been added to the dues line to be drafted
INVOICE - Total invoice value of deals written over the selected date range. Total invoice is the entire contract value of a deal (down + all future draft)
New Prospects - This is the count of prospects added over the selected date range
Calls Made - Total of calls logged using the Work It feature for the month-to-date
Emails Sent - Total of emails logged using the Work It feature for the month-to-date
Appt Set - Total number of consultations booked
Appt Sched - Total number of consultations booked
Appt Show - Total number of consultations that were logged as a show
Show % - The percentage of consultations that were logged as a show
Closed - Leads added that resulted in a signed agreement or becoming a member
Close % - Percentage of leads added that resulted in in a signed agreement or becoming a member
Service Sessions - The amount of sessions scheduled month-to-date
Service Avg $/Session - The average amount per each service session month-to-date
Class Sessions - The amount of classes scheduled month-to-date
Class Avg $/Session - The average amount per each class session month-to-date
Consult Sessions - The number of consults scheduled month-to-date
Consult Avg $/Session - The average amount per each consult session month-to-date
Total Sessions - The total of services, classes, and consults that have been scheduled month-to-date
Total Avg $/Session - The average amount per services, classes, and consults
Related Articles:
Daily Production ( Emailed ) Report - Part 2
Adding Staff To The Daily Production Report At The Corporate Level
Requirements: A Corporate admin type or corporate staff type with access to the following permissions:
- Corporate - General: Can access corporate setup
Daily Production Report Details
1. Quick Stats
The column on the left of the emailed report will include:
New Agreements - Count of non-membership contract agreements purchased.
Gross - Sum of non-membership paid-up-front amount based on non-membership contract agreements purchased that day/month.
Invoice - Sum of total price of non-membership contract agreement purchased that day/month.
New EFT Next Month - New dollar amount that will be drafted next month based on new non-membership contract agreements made that day/month.
Products - Sum of the total price of items purchased at the POS
Bookings Completed - Count of completed bookings (non consult) that occurred that day/month.
Booking Hours - How many hours of bookings (non consult) that were completed that day.
Bookings Payroll Value - Sum of booking costs from that day/month
Bookings Earned Revenue - The purchase amount that was earned from bookings that day/month
The column on the right of the emailed report provide that ranked period of the invoice sales. It will additionally include:
Number in Parentheses - Count of non-membership contract agreements made that day.
Avg Selling Price - Avg cost per session type listed.
Period Invoice - Sum of non-membership contract agreements purchased in the date range.
Monthly EFT vs. 30 Days Ago - Compares what the non-membership draft amounts are for teh month following the day of the report vs. what they were on the same day last month up until the date oft he report.
2. Club Detail
When you select the Club Detail tab towards the bottom of the excel document, it will include the following information:
New Prospects - The sum of new prospects that have been added within the reporting date
Calls Made - Total number of phone calls that were made within the reporting date
Emails Sent - Number of emails that were sent within the reporting date
Appt Set - Number of service consults that were scheduled (set up) the day before (these could be scheduled for any date)
Appt Sched - Number of service consults scheduled for (to occur on) the report date
Appt Show - The total number of customers that have showed for an appointment within the reporting date
Show % - Percentage of the total number of customers that have showed for an appointment within the reporting date
Closed - The total number of signed agreements
Close % - Percentage of scheduled (showed) consults performed by this staff member that resulted in a signed agreement
Service Sessions - The amount of sessions scheduled within the reporting date
Service Avg $/Session - The average amount per each service session
Class Sessions - The amount of classes scheduled within the reporting date
Class Avg $/Session - The average amount per each class session
Consult Sessions - The number of consults scheduled within the reporting date
Consult Avg $/Session - The average amount per each consult session
Total Sessions - The total of services, classes, and consults that have been scheduled within the reporting date
Total Avg $/Session - The average amount per services, classes, and consults.
GROSS - This is the actual gross revenue (money actually received) from the new deals and anything afterwards to date. It is an indicator of the value to date of the new person this staff member converted
EFT - EFT that has been added to the dues line to be drafted
INVOICE - Total invoice value of deals written over the selected date range. Total invoice is the entire contract value of a deal (down + all future draft)
New Prospects - This is the count of prospects added over the selected date range
Calls Made - Total of calls logged using the Work It feature for the month-to-date
Emails Sent - Total of emails logged using the Work It feature for the month-to-date
Appt Set - Total number of consultations booked
Appt Sched - Total number of consultations booked
Appt Show - Total number of consultations that were logged as a show
Show % - The percentage of consultations that were logged as a show
Closed - Leads added that resulted in a signed agreement or becoming a member
Close % - Percentage of leads added that resulted in in a signed agreement or becoming a member
Service Sessions - The amount of sessions scheduled month-to-date
Service Avg $/Session - The average amount per each service session month-to-date
Class Sessions - The amount of classes scheduled month-to-date
Class Avg $/Session - The average amount per each class session month-to-date
Consult Sessions - The number of consults scheduled month-to-date
Consult Avg $/Session - The average amount per each consult session month-to-date
Total Sessions - The total of services, classes, and consults that have been scheduled month-to-date
Total Avg $/Session - The average amount per services, classes, and consults
Related Articles:
Daily Production ( Emailed ) Report - Part 2
Adding Staff To The Daily Production Report At The Corporate Level
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