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Sales Rank Report

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The Sales Rank Report tracks and ranks sales performance at one or more locations. It can be filtered by date range and location. You can also use the 'Group Location' option to review each location’s collective output.

Employees/locations are ranked in order of descending success.

Sample Sales Rank Report

Sales Rank Report

Sample Sales Rank Report - Grouped Locations

Sales Rank Report - Grouped

Sales Rank Report Fields

The Sales Rank Report ranks performance in each of these metrics on separate tabs:

  • Total Sales: The total number of memberships sold by an employee/location within the report’s designated dates.
  • Be Back Sales: The number of memberships that an employee/location sold to returning visitors.
  • New Sales: The number of memberships that an employee/location sold to first-time visitors.
  • Overall Close %: The percentage of events (walk-ins or scheduled appointments) that resulted in a membership sale
  • Referral/VIP Guest Added: The number of referred Prospects acquired by an employee/location
  • Referral/VIP Guest Converted: The number of referred Prospects who converted to Member status
  • Calls: The number of follow-up calls made by an employee/location
  • Appts Booked: Appointments scheduled to occur within the date range of the report
  • Appts Show: Appointments that were attended as planned
  • Appts Closed: Appointments at which a membership was purchased
  • Be Back Appts Closed: Appointments with returning visitors at which a membership was purchased
  • New Appts Closed: Appointments with first-time visitors at which a membership was purchased
  • Unscheduled Visit Events Closed: All Unscheduled Visits (walk-ins) at which a membership was purchased
  • Be Back Unscheduled Visit Events Closed: Unscheduled Visits by returning visitors at which a membership was purchased
  • New Unscheduled Visit Event Closed: Unscheduled Visits by first-time visitors at which a membership was purchased
  • Appts Close %: The percentage of an employee/location’s scheduled appointments that resulted in a purchased membership agreement.
  • Unscheduled Visit Event Close %: The percentage of an employee/location’s Unscheduled Visits that resulted in a purchased membership agreement.

 

Learn more about accessing, filtering, and scheduling reports.

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