This article will guide you through viewing and understanding the Packages Sold Report.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
1. Accessing Your Report
Navigate to Reports > Staff > Packages Sold.
You will first select a custom date range by using the calendars provided, or chose a preset date range from the options on the right. Choose if you want to filter your report by Package Type.
Click Run Report.
2. Understanding Your Report
Packages Sold By Location
The online report will contain the following information for the Packages Sold by Location tab:
Agreed Date - The date the agreement was sold.
Package Name - This will list the name of the sales package.
Package Id - ClubReady # Id for the agreement.
Package Type - The agreement's package type: Membership, Service or Membership Add-On.
Price - Contract value.
Duration - The initial term for the package.
Sold To - Customers name.
Sold To Membership Type - The customer's membership lead type.
Sold To Prospect Type - The customer's internal prospect type.
Sold By - Primary sales person who sold the agreement (If the invoice is tied to an agreement).
Sold By Secondary - Secondary sales person who sold the agreement (If the invoice is tied to an agreement).
Select the next arrow page to view additional information.
Packages Sold By Year - Month
The online report will contain the following information for the Packages Sold by Year-Month tab:
Store Id - ClubReady ID# of the club.
Location Name - This is your club's location name.
Agreed Date - The date the agreement was sold.
Package Name - This will list the name of the sales package.
Package Id - ClubReady # Id for the agreement.
Package Type - The agreement's package type: Membership, Service or Membership Add-On.
Price - Contract value.
Duration - The initial term for the package.
Sold To - Customers name.
Sold To Membership Type - The customer's membership lead type.
Sold To Prospect Type - The customer's internal prospect type.
Sold By - Primary sales person who sold the agreement (If the invoice is tied to an agreement).
Sold By Secondary - Secondary sales person who sold the agreement (If the invoice is tied to an agreement).
Detail
The online report will contain the following information for the Detail tab:
Store Id - ClubReady ID# of the club.
Location Name - This is your club's location name.
Agreed Date - The date the agreement was sold.
Package Name - This will list the name of the sales package.
Package Id - ClubReady # Id for the agreement.
Package Type - The agreement's package type: Membership, Service or Membership Add-On.
Price - Contract value.
Duration - The initial term for the package.
Sold To - Customers name.
Sold To Membership Type - The customer's membership lead type.
Sold To Prospect Type - The customer's internal prospect type.
Sold By - Primary sales person who sold the agreement (If the invoice is tied to an agreement).
Sold By Secondary - Secondary sales person who sold the agreement (If the invoice is tied to an agreement)
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can access employees: Packages Sold