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Follow-Up Scorecard

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This report summarizes your Sales team's system usage and assigned Follow-Ups over the past 30 days. View location-specific data or choose "Group Locations" to view totals across multiple locations.

Sample Follow-Up Scorecard 

Sample report

Follow-Up Scorecard  Fields

  • Location
  • Employee
  • Last Login:  Date/time of the employee's most recent login to their Club OS account.
  • 30 Day Log-Ins: Number of logins over the last 30 days
  • Follow-Ups Today (Prospects): Number of Prospect Follow-Ups assigned to this employee today
  • Follow-Ups Overdue (Prospects): Number of Prospect Follow-Ups assigned to this employee that are overdue
  • 30 Day Completed (Prospects): Number of Prospect Follow-Ups completed by this employee in the last 30 days
  • Follow-Ups Today (Members): Number of Member Follow-Ups assigned to this employee today
  • Follow-Ups Overdue (Members): Number of Member Follow-Ups assigned to this employee that are overdue
  • 30 Day Completed (Members): Number of Member Follow-Ups completed by this employee in the last 30 days

 

Learn more about accessing, filtering, and scheduling reports.

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