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  2. Reporting & KPIs
  3. Report Overviews: Prospecting and Membership

Sales Rep Production Report

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This report provides information on sales opportunities (including appointments and walk-in visits) associated with each employee for the selected date range and location(s).

You can also use the Group Locations checkbox when generating this report to see the totals for a given location.

Sample Sales Rep Production Report


Name and Location info on report

Sales Rep Production Report Fields

  • Name: Employee name
  • Location
  • Total Traffic: Combined total of walk-in and scheduled visits with this employee
  • Total Closed: Total number walk-in and scheduled visits that resulted in a membership sale
  • Total Close %: Percentage of walk-in and scheduled visits that resulted in a membership sale


WI and New WI stats

  • WI: Number of total walk-ins assigned to this employee (includes new and returning/Be-Back guests)
  • WI Closed: Number of walk-ins that resulted in a membership sale
  • WI Close %: Percentage of walk-ins that resulted in a membership sale
  • New WI: Number of walk-ins by first-time visitors assigned to this employee
  • New WI Closed: Number of walk-ins by first-time visitors that resulted in a membership sale
  • New WI Close %: Percentage of walk-ins that resulted in a membership sale


BB and AX stats

  • BB WI: Number of Be-Back Walk-ins assigned to this employee
  • BB WI Closed: Be-Backs that resulted in a membership sale
  • BB WI Close %: Percentage of Be-Backs that resulted in a membership sale
  • AX Booked: Total number of appointments on the employee's schedule during the date range. (Includes appointments for New/first-time guests and BB/returning guests.)
  • AX Show: Number of appointments on the employee's schedule that were attended as planned
  • AX Closed: Number of appointments that resulted in a membership sale
  • AX Close %: Percentage of appointments that resulted in a membership sale


Full AX stats

  • New AX Booked: Number of appointments with first-time guests on the employee's schedule during the date range
  • New AX Show: Number of appointments with first-time guests that were attended as planned
  • New AX Closed: Number of appointments with first-time guests that resulted in a membership sale
  • New AX Close %: Percentage of appointments with first-time guests that resulted in a membership sale
  • BB AX Booked: Number of appointments with returning guests on the employee's schedule during the date range
  • BB AX Show: Number of appointments with returning guests that were attended as planned
  • BB AX Closed: Number of appointments with returning guests that resulted in a membership sale
  • BB AX Close %: Percentage of appointments with returning guests that resulted in a membership sale


Guest Waiver and Follow-up Stats

  • Guest Waiver: The number of DGW (Digital Guest Waiver) entries that list the employee as the "Toured By" staff member
  • Guest Waiver %: The percentage of DGW entries that list the employee
  • Follow Ups: The number of Follow-Up contacts completed by the employee during the report's date range
  • Referrals: The number of Referrals credited to the employee during the report's date range

Sales Rep Production Report Color Coding

Red: Employee has a 0% Guest Waiver compliance rate.

 

Learn more about accessing, filtering, and scheduling reports.

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    Brian Mikesell

    Help content on this page does not match the report generated by OS.