Club Activity Report (CAR)

This report provides an overview of Lead and Member follow-up activity both scheduled and completed.

The CAR gives an overview of the following:

• Membership Opportunities Added - split into:
  • Leads added that are not Referrals or Walk-Ins
  • Referrals Added
  • Walk-ins Added
• Calls Made - split into:
  • Calls to Not Visited Leads/Guests
  • Calls to Missed Guests - Leads that visited but did not buy
  • Calls to Members
  • Calls to PT Leads
• Appointments
  • Sales Appointments Added on this date/date range
  • Sales Appointment Today- i.e. this sales appointment was scheduled to occur in this date range
• Guests for Memberships - leads who visited the club in this date range split into:
  • Showed-Up Sales Appointments
  • New Walk-Ins
  • Drop-In Guests/ Tour Now
  • Appointment closing percentage
• Sales Breakdown- percentage of total sales that are:
  • Sales from Leads that are not Referrals or Walk-Ins
  • Sales from Referrals
  • Sales from Walk-Ins
• Make Sale Stats shows how many new sales led to:
  • Referral Leads added
  • Orientations Booked

To access the Club Activity Report:

1. Select the Reports tab
2. Select the Live Reports
3. Find the Club Activity Report
4. Select the report dates for which you wish to display data (3 month maximum)
5. Select the report columns you would like to view (see below for details)
6. Choose a report format (PDF, RTF, CSV). The default format is PDF.
7. Click View Report

Report Parameters

• Detailed shows club total and staff totals for each club on the report
• Summary shows Club totals only
• Lead Owner ranked shows all the staff across all the clubs (or a total organization) in the report ranked by Total Sales (does not show club totals)

Example 1:

The Club Activity Report with Total Columns, Make Sale, and Detailed to show staff

Example 2:

The Multi-Club Activity Report ranked by Lead Owner (Multi-Club Reports are available in the InTouch Follow-Up Pro version only).