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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 one of the report names below for more information. 

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

Live Club Data

Guest Log & Opportunities Added

Club Activity Report (CAR)

Membership Sales Activity (MSA) Report

Personal Training Sales Activity (PTSA) Report

Membership and PT Sales and Orientations Booked Report

Orientation Show Rate, Orientation PT Sales and Total PT Purchases Report

Lead Source Sales Reports (for sales and sales activity)

Lead Source Lead Report

Contact Methods Reports (for New Membership Leads and for Sales)

  • Contact Methods for New Membership Leads Report
  • Membership Sales based on Contact Methods 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

Not Interested Reasons Report

Scheduled Appointments Status Report (CSV)

Orientations Booked Status Report (CSV)

Text Messages Count Report

Report Legends

Live Club Data/Nightly Email Legend

Club Activity Report Legend

Membership Sales Activity (MSA) Report Legend

Personal Training Sales Activity (PTSA) Report Legend

 

 

 

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