Sales Activity Report (SAR)

2022-03-31_16-58-48.png

This multi-purpose report provides an overview of sales activity. It's similar to the popular Club Activity Report (CAR), but with additional super powers. With this report:

* You can run one or more clubs in a single report

* It's designed to be able to print onto standard sized paper

* You can run Membership data, PT data, or both combined

* You can run specific Contact Methods and/or Lead Sources. Eg, filter to Web Leads to see exactly how your Web Lead sales activity is doing. Number of leads, calls, appts, sales, etc all for just Web Leads.

 

To access this report

  1. Log into Drive and select the Reports menu
  2. Select the Live Reports section
  3. Find (or search for) the report named Sales Activity Report (SAR)
  4. Select View
  5. A new window should appear allowing you to enter your report parameters
  6. Select a Club or Clubs
  7. Select a date range (3-month max)
  8. Select from a PDF or CSV format
  9. Select Run Report

Report Legend

  • Data for any leads with status of Deleted and Drop-In Workout are excluded
  • Leads +: Leads created with the given date range. Credit goes to the Lead Owner
  • Calls Made: All completed calls (Inbound, Spoke With, Left Message, Call Later) where the call completion date/time is before the sold date (ie calls to leads only). Credit goes to the Call Owner
  • Appt/Call Rate: Appts + divided by Calls Made
  • Appts +: ll added appointments for leads, regardless of appointment status. Credit goes to the Appointment Owner
  • Appts Scheduled: All appointments scheduled for leads, regardless of appointment status. Ie, this shows all the lead appts scheduled to come in to the club within the given date range. Credit goes to the Appointment Owner
  • Appts Showed Up: Of the Appts Scheduled, the number of appts marked as Showed Up. Credit goes to the Appointment Owner
  • Show %: Appts Showed Up / Appts Scheduled
  • Walk-Ins: Lead Created Date is within selected report date range and the Contact Method is Walk-In. Credit goes to the Lead Owner.
  • Drop-In Tours: The visited date is within selected report date range and the lead does not have a completed sales appointment on the same date as the visit. Credit goes to the Lead Owner.
  • Tours Completed: Appts Showed Up + Walk-Ins + Drop-In Tours
  • Closing %: Sales / Tours Completed
  • Sales:  Any lead with a sold date within selected report date range. Credit goes to the Sold By Staff. If a "Split With" staff exists, Sold By and Split With Staff each get a count of 0.5 instead of 1.0
  • % Sales to Referrals +: Sales / Referrals +
    • Referrals +: Lead Created Date is within selected report date range and Contact Method is Lead Referral, Member Referral or Referral at POS