Daily Performance Report

The Pipeline Solutions Daily Performance Report was designed to deliver the metrics that matter directly to your inbox each day.

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The features of the Daily Performance Report include:

• Identifying your members most at risk of churning, including absentee members
• Sales performance analysis — tracking trialer activity, including conversion rates from trial to attendance and trial to membership purchase
• Lead follow-up — increase conversions by easily identifying which of your new leads have yet to make a purchase

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How the Daily Performance Report works:

• Each morning, you (and any other recipients that you would like to include) will receive a PDF report detailing all of your studio's key metrics as of 11:59pm local time the day before
• Here is an example of what the Daily Performance Report looks like:

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• The Daily Performance Report is sent before 6am local time, 7 days/week
• A New Lead is any person who creates a Mindbody profile with your studio
• The 5 metrics across the top of the report only include leads that created a profile with your studio this month
• The Total Autopay count tracks the number of unique clients that completed an autopay sale within the previous month
• The Upcoming Autopay count tracks the number of unique clients that have autopays scheduled to be completed throughout the remainder of the month (this number will go down as the month progresses)
• Clients must have a status of "Active" or "Suspended" to be included in the Total Autopay count and "Active" only to be included in the Upcoming Autopay count
• The Total Autopay and Upcoming Autopay counts exclude comp memberships
• Churn Rate is your closing churn rate from the previous month and takes into account new members added within the previous month
• A studio should have no greater than 5% of total membership suspended at any given time
• The Total New Members table will include a count of new members for the month, regardless of when the client’s profile was created
• Most trialers convert after attending 3-4 classes on their trial
• The Average Trialer Visits metric reflects a rolling 3 week period to account for trialers who have visits that overlap from one week to the next, as well as multi-week trials
• The Trialer Attended table displays trialer activity for the last 14 days as opposed to the current week, to account for trialers who have visits that overlap from one week to the next
• The Class Passes Remaining table will only show any members on class passes with 3 or fewer remaining
• The Absentee Members lists exclude trialers, comp memberships, trainers, free classes, and drop-ins, but does include class pass clients, and x/per week clients
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To access your Daily Performance Report settings:

• Login to the Pipeline Solutions portal
• Click on Settings at the top of the menu on the left side of the screen
• You should now see this screen once you scroll down
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• From here you can edit your Performance Report Recipients by entering an email address and clicking "+ Add" — only one email address can be added at a time

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If further assistance is needed, please reach out to us at support@pipeline-solutions.co and we will get back to you as soon as possible.