Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 30 Next »

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. 

Emailed Reports

Nightly Email: Sales Summary Report

Application Reports

Guest Log: Daily Log & Opportunities Added

Live Club Data

Live Reports

Club Activity Report (CAR)

Membership Sales Activity (MSA) Report

Game Play - Lead Activity Report

PT Sales Summary Report

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

Membership 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)

  • Won Lead Export Report (CSV)
  • Active Lead Export Report (CSV)
  • ALL Leads Status Report (CSV)

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

 

 

 

 

Browse Items | Suggest a Feature Improvement | Contact Us

  • No labels