Deals Report

To understand which of your deals/memberships are more popular

Taylor Bradfield avatar
Written by Taylor Bradfield
Updated over a week ago

The Deals Report is a great way to gauge the popularity of the deals/memberships that you currently have on offer to members.

The benefits of using the Deals Report is to understand which sales person is selling what membership. Could your sales people be selling the cheaper one more frequently out of ease? Could they need more training on selling and making those higher priced sales.
You are also able to track the deals by club, and understand what club is making the best and most sales overall.

As with all GymLeads Reports, the Deals Report has filters along the top to help dive deep into whatever data you are looking for.

There are several ways to filter the Deals Report including:

  • Date Range : Select the date range you wish to report on. Click on the drop down to choose a pre-selected date range or you may use a custom set of dates by choosing custom.

  • 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

  • Compare By: Either compare the graphs by different clubs or by different users (salespeople)

  • 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: Select the region of clubs you are wishing to look at if you have clubs across multiple regions

  • 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

Once you've selected your filters, you're able to view the relevant data on how your deals are tracking for that date range

The first box, Leads Assigned is the number of leads that were assigned to a sales person within the chosen date range.
The second box, Leads Closed is the number of leads that were marked as closed within the chosen date range.
The third box, Close Rate is the percentage Closed Leads divided by of the amount of leads that came in within that date range.
The fourth box, Top Deal is the most commonly chosen deal when a lead is marked as closed.

The Lost Reason Breakdown and Lost Reason Totals are visual representations of each membership that was chosen when a lead was marked as closed. 

The Lost Reason Breakdown graph can either be compared by Club or by User (salesperson). Each colour will match a deal as per the key above the graph. 

The Full Report highlights each deal that was chosen within that date range and the total number for each. This report will also be able to be compared by User or Club. 

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.

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