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Sales Rep Production Report

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This report provides information on sales opportunities (including appointments and walk-in visits) and their outcomes, for a selected date range and location(s).

Sample Sales Rep Production Report

Sales Rep Production report sample

Sales Rep Production report sample

Sales Rep Production report sample

Sales Rep Production Report Fields

  • Name: Employee name
  • Location
  • Total Traffic: Combined total of walk-in and scheduled visits
  • WI / New WI: Number of walk-ins assigned to this employee
  • WI Closed / New WI Closed: Number of walk-ins that resulted in a membership sale
  • WI Close % / New WI Close %: Percentage of walk-ins that resulted in a membership sale
  • AX (Appointments) 
  • Booked: The number of appointments on an employee's schedule.
  • BB: Number of Be-Backs (returning visitors who have not yet purchased a membership) assigned to this employee. (Be-Backs can be WI - Walk-in, or AX - Appointments; both types appear on this report in separate columns.)
  • BB Closed: Be-Backs that resulted in a membership sale
  • BB Close %: Percentage of Be-Backs that resulted in a membership sale
  • Appts Show: The number of appointments on an employee's schedule that were attended
  • Appts Closed: The number of appointments that resulted in a membership sale
  • Appts Closed %: The percentage of an employee's appointments that resulted in a membership sale
  • 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
  • Referrals: The number of Referrals credited to the employee

 

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.