Insight

Dashboard notes and activity

Who uses it Owner and managers

A team noticeboard for the dashboard plus a log of who changed what.

Tabs Activity

What you can do

• Read the activity list, 20 entries a page.
• Post a note, then pin or remove notes.
• Go back to the dashboard with the Back link.

Module Always available

Related Today on the mat

Finance (shortcut)

Who uses it Owner

This address has no screen of its own. Finance is a tab of Reports.

What you can do

• Open Reports on the Finance tab, or see a message if you do not have access there

Module Dashboard and reports

Related Reports

Scheduled reports

Who uses it Owner and managers (managing schedules needs settings access)

This address has no page of its own. It sends you to the Scheduled reports tab of Reports.

What you can do

• Land on the Scheduled reports tab of Reports.
• Keep using old bookmarks to this address.
• Manage schedules from that tab, where the create and edit forms open.

Module Dashboard and reports (always on)

Related Reports, Scheduled report

Reports

Who uses it Owner and managers with reports access

The club's figures: headline numbers, revenue by month and branch, finance and tax figures, raw data exports and scheduled reports.

Tabs Overview, Revenue and branches, Finance and tax, Raw data export, Scheduled reports

What you can do

• Read four headline figures: active members, collecting monthly, in arrears and attendance over 7 days. Each opens its detail page.
• Choose a branch or the whole club, and a date window. The default is the last six months.
• Read revenue by month and the branch table.
• Read the Also this month list: cancellations, upcoming sessions and fill rate, licences expiring and money paid in.
• Export any list as a spreadsheet, get a transactions or Sage 50 file for your accountant, or set up a weekly email.
• Pick a dataset, branch, date range and statuses on Raw data export, preview 25 rows and download the full set as CSV.
• See every schedule on Scheduled reports, and create one if you can manage settings.
• See a no access message if your role lacks reports access.

Module Dashboard and reports (always on)

Related Reports notes and activity, Scheduled report, Payments, Licences, Retention risk

Website visitors

Who uses it Owner, managers and front desk

Shows who visited the public website, which pages they read, where they came from, how each form performs and how many became leads. It counts only the club's own site visits.

Tabs Pages, Forms, Sources, Recent visitors

What you can do

• Choose 7, 30 or 90 days to change every number on the page.
• Read four totals: visitors, page views, new leads and the share of first time visitors who became a lead.
• Read the Pages tab for the most viewed pages, with views, visitors and leads for each.
• Set up follow up messages from the Pages tab with Follow up automatically, if your role manages automations.
• Read the Forms tab for each form's Saw it, Started, Left unsent, Sent and Converted figures.
• Note that form figures count only visitors who allowed marketing cookies.
• Read the Sources tab for where new visitors came from, including tagged campaigns.
• Click a lead's see journey button on the Recent visitors tab to follow their path through the site.
• Open a member's record from the Recent visitors tab.
• Add the Google Analytics measurement ID in Club settings when the page prompts you, if your role manages settings.

Module CRM and leads

Related Website visitors notes and activity, Leads, Messaging, Club settings, Members