About this report
This report provides an overview of Lead and Member followup activity both scheduled and completed.
The CAR gives an overview of the following:
- Membership Opportunities Added - split into:
- Leads Added: This number represents all leads except Referrals and Walk-Ins
- Referrals Added: This number represents all Member Referrals Added.
- Walk-ins Added
- Calls Made - split into:
- Calls to Not Visited Leads
- Calls to Missed Guests - Leads that visited but have not joined
- Calls to Members
- Calls to PT Leads
- Appointments
- Sales Appointments Added: The number of appointments created with the selected date range
- Sales Appointment Today: The number of appointment scheduled to occur within this date range
- Guests for Memberships - leads who visited the club in this date range split into:
- Showed-Up Sales Appointments
- New Walk-Ins: This is a new lead created with Contact Method of Walk-In
- Drop-In Guests: This is an existing lead that comes in without an appointment. (This is not the same as a Drop-In Workout)
- Appointment closing percentage
- Sales Breakdown- percentage of total sales that are:
- Sales from Leads that are not Referrals or Walk-Ins
- Sales from Referrals
- Sales from Walk-Ins
- Make Sale Stats shows how many new sales led to:
- Referral Leads added
- Orientations Booked (Note: An Orientation is not the more commonly now used PT Sales Appt)
To access this report
- Log into Drive and select the Reports menu
- Select the Live Reports section
- Find (or search for) the report named Club Activity Report (CAR) or the Multi-Club Activity Report (Multi-CAR)
- Select View
- A new window should appear allowing you to enter your report parameters
- Select a Club (or Clubs if using the Multi-CAR)
- Select a date range (3-month max)
- Select your report options. The report defaults to show all columns. This report can be quite long so those wishing to print it may want to hide various columns
- Select from a PDF or CSV format
- Select Run Report