Create an account – CHECK
Enter a membership sale – CHECK
Delete a membership sale – CHECK
So, where do you go and see all of the transactions? Click on over to your DASHBOARD for a snap shot of a location’s daily activity.
What does all of this mean? The DASHBOARD shows you all of the following: daily transactions (broken down by type), salesperson productivity breakdown, daily goals, monthly goals, personal training breakdown, and of course your daily sales total.
Let’s break it down…
All transactions logged for the current day will be reflected on the dashboard. This allows you to see general transaction information. For a detailed transaction summary go to your Daily Production Screen ( Not sure how? Click HERE.)
PT (Personal Training): The total dollar amount collected from new personal training sessions sold.
EFT (Electronic Funds Transfer): The amount of recurring revenue received from your daily transactions.
Your DAILY GOALS are listed in BOLD on the bottom, while your DAILY TOTALS are listed on the top row.
Each pie chart calculates the production percentage against the daily goal for that transaction detail. When a pie chart is GREEN it means you have exceeded your goal. When a pie chart is RED it means you have NOT met your daily goal – keep selling!
Again, green means you have met your goal, red means keep selling!