CRM Reporting
How do I view booking and sales data for my app, both at the individual location level as well as for the entire organization?
To view booking and sales data: This allows you to analyze and compare performance across different locations or review data for your entire organization.
On my Dashboard what does Lead mean?
A Lead is a client who has created an account but has not yet booked or attended a session. This represents potential clients who have shown interest but have not yet engaged in services.
What is Utilization on my Dashboard?
Utilization is calculated by comparing class attendance to the class capacity. It shows the percentage of available spots that are filled, giving you an idea of how effectively your classes are being booked and attended.
On my Dashboard what does Active Person mean?
An Active Person is a client who has visited at least once in the last 30 days. This metric helps you track recent engagement and activity within your client base.
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