This article will guide you through generating and understanding the Daily Operational Summary Report. This report is generated from a nightly process that calculates daily stats from the previous day for all clubs.
NOTE: All ClubReady Internal Reports will display on your email inbox as coming from mailsystem@clubready.com.
Division Name - Name for club's division.
Location Name - Club's name
New Membership Agreements - Number of new membership agreements written (added) in the system.
- NOTES:
- For PT/Studio Clubs, this will show new non-membership agreements. Studio clubs are not driven by memberships.)
- This number includes deleted users (if comparing with your Agreements Log, the Agreements Log excludes deleted users).
Cancelled Members - Number of cancelled members.
- NOTES:
- For PT/Studio clubs, this column shows cancelled non-membership agreements.)
- This number includes deleted users (if comparing with your Agreements Log, the Agreement Log excludes deleted users)
3rd Party Cancelled Members - Number of cancelled members by 3rd Party Status.
Cancelled Members MTD - Count of agreements cancelled.
- NOTES:
- Only membership agreements
- This number includes deleted users (if comparing with your Agreements Log, the Agreement Log excludes deleted users).
Product Gross - Sum of $ on products purchased. (NOTES: This excludes voided product payments. The Gross Sales Detail Report includes voided payments in the Payment Totals and also shows their corresponding voided payment refunds. The products total may not match the Gross Sales Detail Report due to voids. This column will also exclude product payments marked as past due.
Total Gross - Total Revenue (This number should match Total Revenue on the Gross Sales Detail Report)
Total Gross - Total Down (paid up front $) + Membership Draft + Other Draft (monthly freeze fees, nutritional coaching, etc.) All $ that is drafted that is not a membership payment + Products + Collections + Credit On Account - Refunds - Returns - Paid from Credit.
Total Gross MTD - Refer to above description with MTD values.
Projected In Club Remaining - The projected In Club remaining predicts total down amount that will be gathered in the remaining days of the month if the same pace of sales is kept.
- EQUATION:
- Forecasted Down - Down MTD = Projected Down
- MTD Multiplier used to calculate the Forecasted Down is:
- (Total Days in Month - # Days to Date) / # Days to Date = # Days Remaining / # Days to Date = # Used to calculate
- X= Down MTD + (Down MTD * MTD Multiplier)
- NOTES:
- Down Payments does not include Products, Credit on Account or Past Due Down Payments.
Month EFT Remaining - Draft payments for the month that haven't been made yet.
- EQUATION:
- Membership Draft Remain + Other Draft Remain
- NOTES:
- Month EFT Remaining are draft payments due during the remainder of the month that haven't been made yet.
- Unpaid past due draft payments are not included in this total
Checkins - Number of prospect/member checkins.
Emails Sent - Number of emails sent by the club
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup
- You must previously set your email to receive this report under Setup > Communications > Internal Reports