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Trials Report
Trials Report

Undersand how effective your trials are at converting leads

Taylor Bradfield avatar
Written by Taylor Bradfield
Updated over 3 years ago

The Trials report allows you to assess the performance of the trials you offer, as well as discover which leads are at what stages of the trial. 

As with all GymLeads report, you are able to filter the Trials Report to ensure you are viewing meaningful data. 

  • Date Range: Select the date range you wish to report on, you can also view custom date ranges using the custom button in the drop-down menu. By default, the date range of today is selected. 

  • Trials: Select which trial/s you wish to report on. By default, all trials are displayed.

  • Locations: If you are a user across multiple locations, you can filter the report based on all locations or a selection of locations. By default, all locations are selected.

  • Salespeople: If there are multiple salespeople, you can filter the report based on all users or specific users. By default, all salespeople are selected.

  • Lead Sources: Lead source is extremely handy if you are interested in seeing what integrations you have set up with GymLeads are performing well or under performing

  • Heard About Methods: The heard about method is useful in understanding what marketing you have set up and getting traction and creating you leads, as well as how warm they are in the sales process

  • Regions: If you are using regions to segment your locations, you can filter the report based on all regions or a selection of regions. By default, all regions are selected. 

  • Countries: If you are a company with lots of locations across many countries, it may be useful to report on one particular country and see how that country is performing.

  • Tags: Tags allow you to run this report and only see how a certain group of leads are tracking and if they are successfully working their way through the sales pipeline

Report Components: 

LEADS IN TRIAL:

The first section of the report highlights the number of leads that were in the respective trial during the selected date range. It's important to note that this metric, isn't just showing new leads that are entered the trial during the date range, but rather any lead that was enrolled in that trial during the date range. 

TRIAL PERFORMANCE: 

This section is all about understanding how the leads have moved through the sales funnel steps while in a trial. 

The Inactive, Closed & Lost sections all highlight the count and average for each trial. The count is referring to the number of leads that changed to that specific status during the selected date range. The Average is highlighting the average number of days it takes for a lead to move to the respective status after starting the trial. 

For example; there may have been 3 leads that moved to closed during the selected date range. For Lead 1, it took them 3 days to move to closed, Lead 2, it took 4 days and Lead 3 it took 2 days. Overall, there were 3 leads that moved to closed during their trial, and the average time it took for them to join was 3 days (3+4+2/3). 

The no change section is highlighting the number of leads who were in a trial that had no change in status during the selected date range. NOTE: we cannot show an average day count for 'no change' leads because their status had no change and nothing to calculate against.

TIMELINE OF LEADS: 

Once a chosen group of data under account and average is selected in the Trial Performance Section, a graph will appear in the timeline of leads section. The graph displays a timeline which shows e how many days it took for the leads status to change after being placed in a trial. Each day in the trial is marked along the bottom of the graph with the line corresponding to the exact number of leads that changed status on that day.

LEAD DETAILS: 

Below the graph, you will get a corresponding list of leads that were included in the data. You will also be able to click on the leads profile directly from the report too.

Export Function: You can export a copy of the report with the current filters as a CSV or Excel file. Press the export button in the top right hand corner of the page and a copy of the report will be emailed to you.

Set-Up Schedule: You can choose a day/s and time/s you would like this report to be send to your email as an Excel file.

Exporting a Report

At the top right of the screen there is a button to export - you can do this either as an Excel sheet or CSV.

You will receive an email that looks like this:

The 'Download Report' link will time out after 24 hours.

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