The Insights Conversion Funnel report will help you visualize your sales funnels.
This report is useful for:
Viewing which leads bought Credit Packages or Memberships
Seeing which leads have booked their first class and which ones had their first visit.
Knowing who has created an account but has not made a reservation or purchased anything.
Accessing the Report
Navigate to Insights from the left panel.
Your user must have permission to Insights to access the Conversion Funnel report.
On the Insights left panel, navigate to Business Growth > Conversion Funnel.
Use the Filters to select a date range and location.
The filters are going to pull data based on the date an account was created.
Understanding the Report
The Conversion Funnel will give a visualization of when someone created an account at your studio and the actions they took.
Leads: The number of people who have created an account during the selected timeframe
First Class Booked: The percentage of Leads who booked their first class.
First Timers: The percentage of First Class Booked that have been attended and checked into their first class
Credit Pack Customers: The percentage of First Timers that purchased a Credit Package.
Members: The percentage of First Timers who purchased a Membership.
Using the example below, in the last 30 days, there have been 314 Leads or accounts created. 45% or 142 of those Leads have booked into a class. Out of the 142, 42% or 60 Leads are considered First Timers because they attended a class and have been checked in. Of the 60 First Timers, 18% or 11 have purchased a Credit Package, and 42% or 25 have purchased a Membership.
The bottom table will give you details on the Leads. The customer's information will only show in one of the categories.
Leads: The number of people who have created an account during the selected timeframe and have not been moved into another category.
The list of names will not total the number of Leads on the Funnel. This is because the customer has performed an action that will move them into another category. The list will only include those who have created an account and have not moved down the Funnel.
Columns included:
First Name, Last Name, Email, Phone, Lead Created Date
First Class Booked: The information of those who have booked their first class that was a Lead during the filtered timeframe.
This will include those who booked a class and have not checked in yet and those who have been marked as a No-Show.
Columns included:
First Name, Last Name, Email, Phone, First Class Reservation Created Date, First Class Date
First Visits: The information on those who attended their first class and have not purchased a Credit Package or Membership that was a Lead during the filtered timeframe.
Columns included:
First Name, Last Name, Email, Phone, First Class Date, First Visit Class Type
Credit Pack Customers: The information of those who have bought a Credit Package that was a Lead during the filtered timeframe.
Columns included:
First Name, Last Name, Email, Phone, Credit Pack Purchased, Credit Pack Purchased Date, Days to Convert
Members: The information of those who have bought a Membership that was a Lead during the filtered timeframe
Columns included:
First Name, Last Name, Email, Phone, Membership Purchased, Membership Purchased Date, Days to Convert
