1. KPI's: An Overview
2. KPI Definitions (Anytime Fitness)
3. How Can I Expand My KPI Table?
4. How Do I Filter My KPI's?
5. How Can I Compare My Current KPI's With Historical KPI's?
KPI’s, or ‘Key Performance Indicators’, are real-time stats that signify how successfully a club’s staff is accomplishing their Club Admin’s designated goals. KPI's are divided into two tables: Sales and Fitness. Click each link to jump ahead to its corresponding list of stats. As an Admin or Location Manager, you can toggle between the two options. Salespeople will only see the Sales KPIs, while Trainers will only see the Fitness KPIs.
A. Sales KPIs
- New Leads: The total number of Prospects that an employee/location acquired within the designated date range. This figure can be found by adding together the ‘New Walk-In (Origin)’, ‘New Phone Inquiries’, ‘New Web Leads’, ‘New Referrals’, ‘New Outreach’, and ‘New Other’ KPI’s.
Note: This KPI expands to include the following additional fields: - New Walk-In (Origin): The total number of an employee/location’s Prospects who initially visited the club without having previously scheduled an appointment.
- New Phone Inquiries: The total number of an employee/location’s Prospects who were acquired by that Prospect placing a call to the club.
- New Web Leads: The total number of an employee/location’s Prospects who were acquired through their submission of the club’s online application.
- New Referrals: The total number of an employee/location’s Prospects who were acquired via recommendations from pre-existing Prospects and Members.
Note: Depending on a club’s preference, this KPI might instead appear as ‘New VIP Guest’ or ‘New Preferred Guest’. - New Outreach: The total number of an employee/location’s Prospects who were acquired via events that were held outside of the club. (Example: A public booth.)
- New Other: The total number of an employee/location’s Prospects who were acquired through means other than Walk-Ins, Phone Inquiries, Web Leads, Referrals, or Outreach.
- Appts Made: The total number appointments that were scheduled within the designated date range by the employee at the selected location.
- Appts Booked: The total number of appointments that are occurring in the reported date range.
- Appts Today: The total number of an employee/location’s appointments that are scheduled for a specific date in question.
- Appts Show: The total number of an employee/location’s appointments that were attended within the designated date range.
- Walk Ins: The total number of an employee/location’s Prospects who initially visited the club without having previously scheduled an appointment.
- Close %: The rate in which an employee/location’s interaction with a Prospect resulted in that Prospect purchasing a membership within the designated date range.This figure is calculated as a weighted percentage based on the total contributing values from Close Walk Ins % and Close Appts %
Note: This KPI expands to include the following additional fields: - Close Walk Ins %: The rate in which an employee/location’s Unscheduled Visit events resulted in a Prospect purchasing a membership within the designated date range. This figure can be found by dividing the ‘Walk Ins Closed’ KPI by the ‘Walk Ins’ KPI.
- Close Appts %: The rate in which an employee/location’s appointments resulted in a Prospect purchasing a membership within the designated date range. This figure can be found by dividing the ‘Appts Closed’ KPI by the ‘Appts Show’ KPI.
- Memb Units: The total number of memberships that an employee/location sold within the designated date range.
- FCs Made: The total number of an employee/location’s Fitness Consultations that were scheduled within the designated date range. This figure can be found by adding together the ‘FCs Made Non-POS’ and ‘FCs Made POS’ KPI’s.
This KPI expands to include the following additional fields: - FCs Made POS: The total number of an employee/location’s Fitness Consultations held within the designated date range that were scheduled on the same day in which their Prospects purchased their memberships.
- FCs Made Non-POS: The total number of an employee/location’s Fitness Consultations held within the designated date range that were not scheduled on the same day in which their Prospects purchased their memberships.
- Referral: The total number of referrals (new or repeated) that an employee/location acquired via pre-existing Prospects and Members within the designated date range.
- Calls: The total number of times in which an employee/location contacted a Prospect or Member via phone call within the designated date range. This figure can be found by adding together the ‘Calls (M)’, ‘Calls (PT)’, and ‘Calls (D)’ KPI’s.
Note: This KPI expands to include the following additional fields: - Calls (M): The total number of times in which an employee/location contacted a Prospect via phone call within the designated date range in the effort to sell membership.
- Calls (PT): The total number of times in which an employee/location contacted a Member via phone call within the designated date range in the effort to sell PT.
- Calls (D): The total number of times in which an employee/location contacted a Prospect or Member outside of their scheduled follow-up via phone call within the designated date range. Here, the ‘(D)’ stands for ‘Direct’.
- Emails: The total number of times in which an employee/location contacted a Prospect or Member via email within the designated date range. This figure can be found by adding together the ‘Emails (M)’, ‘Emails (PT)’ and ‘Emails (D)’ KPI’s.
Note: This KPI expands to include the following additional fields:
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- Emails (M): The total number of times in which an employee/location contacted a Prospect via email in the effort to sell membership within the designated date range.
- Emails (PT): The total number of times in which an employee/location contacted a Member via email within the designated date range in the effort to sell PT.
- Emails (D): The total number of times in which an employee/location contacted a Prospect or Member outside of their scheduled follow-up via email within the designated date range. Here, the ‘(D)’ stands for ‘Direct’.
- Emails (M): The total number of times in which an employee/location contacted a Prospect via email in the effort to sell membership within the designated date range.
- Texts: The total number of times in which an employee/location contacted a Prospect or Member via text within the designated date range. This figure can be found by adding together the ‘Texts (M)’, ‘Texts (PT)’ and ‘Texts (D)’ KPI’s.
Note: This KPI expands to include the following additional fields:
- Texts (M): The total number of times in which an employee/location contacted a Prospect via text in the effort to sell membership within the designated date range.
- Texts (PT): The total number of times in which an employee/location contacted a Member via text within the designated date range in the effort to sell PT.
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Texts (D): The total number of times in which an employee/location contacted a Prospect or Member outside of their scheduled follow-up via text within the designated date range. Here, the ‘(D)’ stands for ‘Direct’.
B. Fitness KPIs
- Memb Units: The total number of memberships that an employee/location sold within the designated date range.
- FCs Made: The total number of an employee/location’s Fitness Consultations that were scheduled within the designated date range. This figure can be found by adding together the ‘FCs Made Non-POS’ and ‘FCs Made POS’ KPI’s.
This KPI expands to include the following additional fields: - FCs Made POS: The total number of an employee/location’s Fitness Consultations held within the designated date range that were scheduled on the same day in which their Prospects purchased their memberships.
- FCs Made Non-POS: The total number of an employee/location’s Fitness Consultations held within the designated date range that were not scheduled on the same day in which their Prospects purchased their memberships.
- FCs Today: The total number of an employee/location’s Fitness Consultations that are scheduled for a specific date in question. This figure can be found by adding together the ‘FCs Today Non-POS’ and ‘FCs Today POS’ KPI’s.
This KPI expands to include the following additional fields: - FCs Today Non-POS: The total number of an employee/location’s Fitness Consultations that are scheduled for a specific date in question that were scheduled on the same day in which their Prospects purchased their memberships.
- FCs Today POS: The total number of an employee/location’s Fitness Consultations that are scheduled for a specific date in question that were scheduled on the same day in which their Prospects purchased their memberships.
- FCs Show: The total number of an employee/location’s Fitness Consultations that were attended within the designated date range.
- FCs Closed: The total number of an employee/location’s Fitness Consultations held within the designated date range that resulted in the Member purchasing a PT package on the same day as the Fitness Consultation.
- PT Total: The total amount of Down Payments and Recurring payments taken during the time frame.
Note: This KPI expands to include the following additional fields: - PT Total New: The sum total of all Down Payments taken. This total will not include payments that failed.
- PT Total Recur: The sum total of all Recurring Payments that processed. This total will not include payments that have failed
- PT Agreements New: The total number of packages that an employee/location sold within the designated date range.
- PT Agreements Renew Open: The total number of an employee/location’s previously-sold packages that automatically renewed with the designated date range on a per-bill-cycle basis.
- PT Agreements Renew Term: The total number of an employee/location’s previously-sold packages that automatically renewed within the designated date range for the same length of time as its original agreement.
- Contacts: The total number of times in which an employee/location contacted a Prospect or Member within the designated date range. This figure can be found by adding together the ‘Contacts (D)’, ‘Contacts (M)’, and ‘Contacts (PT)’ KPI’s.
- Contacts (PT): The total number of times in which an employee/location contacted a Member within the designated date range in the effort to sell PT. This figure can be found by adding together the 'Calls (PT)', 'Emails (PT)' and 'Texts (PT)' KPI's.
Note: This KPI expands to include the following additional fields:
- Calls (PT): The total number of times in which an employee/location contacted a Member via phone call within the designated date range in the effort to sell PT.
- Emails (PT): The total number of times in which an employee/location contacted a Member via email within the designated date range in the effort to sell PT.
- Texts (PT): The total number of times in which an employee/location contacted a Member via text within the designated date range in the effort to sell PT.
- Contacts (D): The total number of times in which an employee/location contacted a Prospect or Member outside of their scheduled follow-up within the designated date range. Here, the ‘(D)’ stands for ‘Direct’. This figure can be found by adding together the ‘Calls (D)’, ‘Emails (D)’ and ‘Texts (D)’ KPI’s.
Note: This KPI expands to include the following additional fields: - Calls (D): The total number of times in which an employee/location contacted a Prospect or Member outside of their scheduled follow-up via phone call within the designated date range. Here, the ‘(D)’ stands for ‘Direct’.
- Emails (D): The total number of times in which an employee/location contacted a Prospect or Member outside of their scheduled follow-up via email within the designated date range. Here, the ‘(D)’ stands for ‘Direct’.
- Texts (D): The total number of times in which an employee/location contacted a Prospect or Member outside of their scheduled follow-up via text within the designated date range. Here, the ‘(D)’ stands for ‘Direct’.
- Contacts (M): The total number of times in which an employee/location contacted a Prospect within the designated date range in the effort to sell membership. This figure can be found by adding together the ‘Calls (M)’, ‘Emails (M)’ and ‘Texts (M)’ KPI’s.
Note: This KPI also expands to include the following additional fields:
- Calls (M): The total number of times in which an employee/location contacted a Prospect via phone call within the designated date range in the effort to sell membership.
- Emails (M): The total number of times in which an employee/location contacted a Prospect via email in the effort to sell membership within the designated date range.
- Texts (M): The total number of times in which an employee/location contacted a Prospect via text in the effort to sell membership within the designated date range.
- Calls (M): The total number of times in which an employee/location contacted a Prospect via phone call within the designated date range in the effort to sell membership.
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