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What is Leads Insights?

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The Leads Insights dashboard allows you to view reporting specific to leads, like the average number of days it takes your gym to convert leads to active members and managing your leads funnel, so  that you can make informed decisions on managing your prospective members.



Leads Funnel

 

Your leads funnel is generated in the order of your leads status picklist define in People > Settings > Leads > Lead Status. The order defined here, is the order your gym organizes the flow of leads from the day they are created to when they are converted to an active athlete or a lost.

 

Below is one example of how you can utilize your Leads Funnel.

 

Here’s an example of one lead management flow:

 

  1. New
  2. Contacted
  3. Trial
  4. Converted

 

Once your lead status in the order you like, you can then head Insights > Leads.  Here, you can view the progress of the lead flow on the Leads Funnel.

 

Let’s take a look at the Leads Funnel following the Lead Status order shown above:


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From the example above, we can see that from all the active leads:

 

60% were contacted

35% passed to trial

And 1.6% converted (within the last 30 days).



This is just one way to utilize the leads funnel. To update the order of your lead flow, head to People > Settings > Leads > Lead Status. You can adjust the order by selecting the up or down arrows on the far right hand side.

 

Screenshot_4_17_19__11_09_AM.png

 

Tip: Disqualified/converted leads are included in the leads funnel for 30 days. After 30 days, those leads are no longer calculated into the percentages. Deleted Leads are not included in the leads funnel.

 

Leads Created This Month

 

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The Leads Created this Month view is a great to ensure you are hitting monthly targets for lead acquisition. You can click on the large number to view a list of the leads that were created this month.

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A ‘+# or -#  vs. Last Month’ at the bottom of this view shows your overall lead generation growth compared to the month prior.  A positive number indicates you had more leads this month compared to the previous month. A negative number indicates you are down leads compared to the previous month.

 

Tip: +0 means you have had the same number of leads created this month and last month.

 

Average Days To Convert

 

This view will calculate the average days it took to convert a lead based on the date they were created as a lead vs. the date they were converted to active athlete.

 

# of Leads with No Action


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You can utilize the # of Leads with No Action to view a list of leads who have not had any action taken in the last 30 days.  

 

‘No Action’ is defined as:

  1. Leads who haven't signed into class in the past 30 days
  2. Leads who status' hasn't changed, leads who haven’t been converted, leads who haven’t been contacted (emailed or texted) in the last 30 days

 

Note: This list will not include any deleted leads.

 

You can click on the number to view and download the list of lead names, emails and lead status.



Lead Conversion breakdown


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Use the Lead Conversion Breakdown to see a bird’s eye view of what leads were and were not converted to active athletes during a given month.  

 

This chart calculates converted and not converted leads based on the date the lead was created. For example, if a lead was created in January but converted in February, the lead will be generated on this chart as ‘converted’ count for the month of January.




Current Free Trial

 

Use this list to view all of your leads on Free Trial in the last 30 days. This is a great tool to use to contact Free Trial leads in the past 30 days to keep them engaged, answer any questions they have about purchasing a membership.





Tip: The dashboards refreshes every 30 minutes to populate new data.

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