This report provides information on sales opportunities (including appointments and walk-in visits) associated with each employee for the selected date range and location(s).
You can also use the Group Locations checkbox when generating this report to see the totals for a given location.
Sample Sales Rep Production Report
Sales Rep Production Report Fields
- Name: Employee name
- Location
- Total Traffic: Combined total of walk-in and scheduled visits with this employee
- Total Closed: Total number walk-in and scheduled visits that resulted in a membership sale
- Total Close %: Percentage of walk-in and scheduled visits that resulted in a membership sale
- WI: Number of total walk-ins assigned to this employee (includes new and returning/Be-Back guests)
- WI Closed: Number of walk-ins that resulted in a membership sale
- WI Close %: Percentage of walk-ins that resulted in a membership sale
- New WI: Number of walk-ins by first-time visitors assigned to this employee
- New WI Closed: Number of walk-ins by first-time visitors that resulted in a membership sale
- New WI Close %: Percentage of walk-ins that resulted in a membership sale
- BB WI: Number of Be-Back Walk-ins assigned to this employee
- BB WI Closed: Be-Backs that resulted in a membership sale
- BB WI Close %: Percentage of Be-Backs that resulted in a membership sale
- AX Booked: Total number of appointments on the employee's schedule during the date range. (Includes appointments for New/first-time guests and BB/returning guests.)
- AX Show: Number of appointments on the employee's schedule that were attended as planned
- AX Closed: Number of appointments that resulted in a membership sale
- AX Close %: Percentage of appointments that resulted in a membership sale
- New AX Booked: Number of appointments with first-time guests on the employee's schedule during the date range
- New AX Show: Number of appointments with first-time guests that were attended as planned
- New AX Closed: Number of appointments with first-time guests that resulted in a membership sale
- New AX Close %: Percentage of appointments with first-time guests that resulted in a membership sale
- BB AX Booked: Number of appointments with returning guests on the employee's schedule during the date range
- BB AX Show: Number of appointments with returning guests that were attended as planned
- BB AX Closed: Number of appointments with returning guests that resulted in a membership sale
- BB AX Close %: Percentage of appointments with returning guests that resulted in a membership sale
- Guest Waiver: The number of DGW (Digital Guest Waiver) entries that list the employee as the "Toured By" staff member
- Guest Waiver %: The percentage of DGW entries that list the employee
- Follow Ups: The number of Follow-Up contacts completed by the employee during the report's date range
- Referrals: The number of Referrals credited to the employee during the report's date range
Sales Rep Production Report Color Coding
Red: Employee has a 0% Guest Waiver compliance rate.
Learn more about accessing, filtering, and scheduling reports.
