How does the TP Sales report work?

You can check the sales results for personal trainings, divided by the type of the PT, sales staff or by the coach assigned to the member’s profile.

1. Where to find the report and how does it looks?

Move through Reports -> Classes -> PT Sales:

2. What filters are available?

In this report you will find the following filters:

A) From/To – you can choose the period, for which you want to check the PT sales statistics
B) Coach – you can filter the results by the coach assigned to the profile of your member, who bought the PT package
C) Sales staff – you can filter the results by the sales staff assigned to the member’s profile
D) Member – you can filter PT sales only for a specified member
E) Personal training types – choose the PT type from the drop-down list, in order to filter their sales. PT types can be defined in the Club settings -> Configuration -> Calendar -> Personal training types

You can also modify types of columns displayed in the searching results, using the “Edit columns” button:

3. How does the report work?

After choosing proper filters and clicking on the “Search” button, searching results will be displayed in the table:

The following columns are available:

  • Date – date of the PT package purchase
  • Last name, first name – first and last name of your member, who bought the PT package
  • Article – name of the PT package
  • Operator – employee, who sold the PT package
  • PT type – type of the personal training, assigned to the package
  • Quantity – number of trainings included in the package
  • Average price – average price of one training in the sold package
  • Value – price of the whole PT package

After the searching results showing up, you will be able to find additional functionalities under the “Additional options” button:

  • Send e-mail to selected members – send e-mail message to members selected in the searching results. After using this button, you will be redirected automatically to the Marketing -> E-mail dispatch tab
  • Send e-mail to all members – send e-mail message to all members from the searching results. After using this button, you will be redirected automatically to the Marketing -> E-mail dispatch tab
  • Send SMS to selected members – send text messages to members selected in the searching results. After using this button, you will be automatically redirected to the Marketing -> SMS dispatch tab
  • Send SMS to all members – send text messages to all members from the searching results. After using this button, you will be automatically redirected to the Marketing -> SMS dispatch tab
  • Add bonus points to selected members – add bonus points to members selected in the searching results
  • Add bonus points to all members – add bonus points to all members from the searching results
  • Add task to selected members – add a CRM task to members selected in the searching results
  • Add task to all members – add a CRM task to all members from the searching results
  • Add tag to selected members – add tags to members selected in the searching results. Tags will help you to filter these members in other reports, conduct additional CRM tasks or will ease the communication via e-mail or text messages by giving you the possibility to send a direct message to the group of members with a specified tag assigned
  • Add tag to all members – add tags to all members from the searching results. Tags will help you to filter these members in other reports, conduct additional CRM tasks or will ease the communication via e-mail or text messages by giving you the possibility to send a direct message to the group of members with a specified tag assigned

In addition, data from the report can be exported in Excel file. In order to do so, simply click on the “Additional options” button and then choose the “Export to Excel” option:

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