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Reports
InTouch Follow-Up provides an assortment of virtual and printable reports for analyzing daily club activity, lead generation, and sales. Click on a report name below for more information.
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This page is still under construction, but all reports can still be found in the Owners/Managers User Guide here. |
Nightly Email: Sales Summary Report
Guest Log: Daily Log & Opportunities Added
Live Reports
Membership Sales Activity (MSA) ReportPersonal Training Sales Activity (PTSA)
Game Play - Lead Activity Report
Membership and PT Sales and Orientations Booked Summary Report
Orientation Show Rate, Orientation PT Sales and Total PT Purchases Report
Lead Source Sales Reports (for sales and sales activity)
Lead Source Lead ReportMembership and PT Sales and Orientations Booked Report
Referral Reports
- Referral - Members Who Referred New Members
- Referral - Leads That Joined
Contact Methods Reports (for New Membership Leads and for Sales)
- Contact Methods for New Membership Leads Report
- Membership Sales based on Contact Methods Report
Lead Source Sales Reports (for sales and sales activity)
Lead Source Lead Report
Not Interested Reasons Report
Export Lead/Sales Information (Sales, Leads, or Both)
This includes the:
- Won Lead Export Report (CSV)
- Active Lead Export Report (CSV)
- ALL Leads Status Report (CSV)
Game Play
Referral Reports
- Referral - Members Who Referred New Members
- Referral - Leads That Joined
Scheduled Appointments Status Report (CSV)
Orientations Booked Status Report (CSV)