Sample PT Inventory Snapshot

PT Inventory Snapshot Fields

• Employee
• Location
• PT Clients: Number of clients assigned to the employee
• Unused Sessions: Training sessions that have been funded and not yet used
• Unused Value: Total value of all unused sessions.
• Expired Sessions: Number of expired sessions
• Expired Value: Total value of all expired sessions
• Re-Sign Opps: if the Client has less than four paid-for sessions left, the Client is now a 're-sign' opportunity.  This is the number of opportunities left for a Trainer to sell the Client more sessions.
• Sessions Unfunded: The number of sessions on this employee's schedule that are not yet funded
• Sessions No PIN: The number of sessions on this employee's schedule that have not been validated

Learn more about accessing, filtering, and scheduling reports.