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Knowledge Base |
Daily Production ( Emailed ) Report - Part 2
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This article will continue to guide you through the breakdown of the Daily Production Report that is emailed daily. This report includes PT statistics only.
Invoice Goal Per Day - The Invoiced Sales target divided by the number of period days for the club. The target is defined at club level > Setup > General > Club Targets
% of Invoice Goal - The sum of total prices on non-cancelled contracts made on the report date divided by the Invoice Goal Per Day
Gross Goal Per Day - Invoice Goal Per Day * Gross Goal %. Gross Goal % is set at club level > Setup > General > Club Targets > Upfront Gross Sales As % Of Invoice
% of Gross Goal - Gross Amount (sum of non-membership up front payments from the report date ) / Gross Goal Per Day
EFT Goal Per Day - Invoice Goal Per Day * EFT Goal %. EFT Goal % is set at club level > Setup > General > Club Targets > New EFT/Month as % Of Invoice
% of EFT Goal - EFT Amount (Amount of New EFT set up on non-cancelled, non-membership contracts sold on the report date) / EFT Goal Per Day
Period Invoice Goal - The Invoiced Sales target defined at club level > Setup > General > Club Targets
Period Invoice - The sum of the total prices on non-cancelled contracts that were made during the reporting period
% of Invoice Goal - Period Invoice / Period Invoice Goal
Period Gross Goal - Period Invoice Goal * Gross Goal %. Gross Goal % is set at club level > Setup > General > Club Targets > Upfront Gross Sales As % Of Invoice
Period Gross - The sum of non-membership up front payments during the reporting period
% of Gross Goal - Period Gross / Period Gross Goal
Period EFT Goal - Period Invoice Goal * EFT Goal %. EFT Goal % is set at club level > Setup > General > Club Targets > New EFT/Month as % Of Invoice
Period EFT - Amount of New EFT set up on non-cancelled, non-membership contracts sold during the reporting period
% of EFT Goal - Period EFT / Period EFT Goal
3. Staff Detail
When you select the Staff Detail tab towards the bottom of the excel document, it will include the following information:
ID - ClubReady staff member id number
Employee Name - The staff members name
Employee Type - The staff members staff type
Deals (Date Specific) - Number of agreements sold by the staff member within the reporting date
Total Invoices (Date Specific) - Sum of invoices for the reporting date
Deals (This Period) - Number of agreements the staff member sold within the reporting period
Total Invoices (This Period) - Sum of invoices within the reporting period
Related Articles:
Daily Production ( Emailed ) Report - Part 1
Adding Staff To 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 (continued)
Invoice Goal Per Day - The Invoiced Sales target divided by the number of period days for the club. The target is defined at club level > Setup > General > Club Targets
% of Invoice Goal - The sum of total prices on non-cancelled contracts made on the report date divided by the Invoice Goal Per Day
Gross Goal Per Day - Invoice Goal Per Day * Gross Goal %. Gross Goal % is set at club level > Setup > General > Club Targets > Upfront Gross Sales As % Of Invoice
% of Gross Goal - Gross Amount (sum of non-membership up front payments from the report date ) / Gross Goal Per Day
EFT Goal Per Day - Invoice Goal Per Day * EFT Goal %. EFT Goal % is set at club level > Setup > General > Club Targets > New EFT/Month as % Of Invoice
% of EFT Goal - EFT Amount (Amount of New EFT set up on non-cancelled, non-membership contracts sold on the report date) / EFT Goal Per Day
Period Invoice Goal - The Invoiced Sales target defined at club level > Setup > General > Club Targets
Period Invoice - The sum of the total prices on non-cancelled contracts that were made during the reporting period
% of Invoice Goal - Period Invoice / Period Invoice Goal
Period Gross Goal - Period Invoice Goal * Gross Goal %. Gross Goal % is set at club level > Setup > General > Club Targets > Upfront Gross Sales As % Of Invoice
Period Gross - The sum of non-membership up front payments during the reporting period
% of Gross Goal - Period Gross / Period Gross Goal
Period EFT Goal - Period Invoice Goal * EFT Goal %. EFT Goal % is set at club level > Setup > General > Club Targets > New EFT/Month as % Of Invoice
Period EFT - Amount of New EFT set up on non-cancelled, non-membership contracts sold during the reporting period
% of EFT Goal - Period EFT / Period EFT Goal
3. Staff Detail
When you select the Staff Detail tab towards the bottom of the excel document, it will include the following information:
ID - ClubReady staff member id number
Employee Name - The staff members name
Employee Type - The staff members staff type
Deals (Date Specific) - Number of agreements sold by the staff member within the reporting date
Total Invoices (Date Specific) - Sum of invoices for the reporting date
Deals (This Period) - Number of agreements the staff member sold within the reporting period
Total Invoices (This Period) - Sum of invoices within the reporting period
Related Articles:
Daily Production ( Emailed ) Report - Part 1
Adding Staff To Daily Production Report At The Corporate Level
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