Rachel - Monthly Growth Tracking
Each month we track certain metrics to be able to track growth.
Here is the spreadsheet where we track these metrics : docs.google.com/spreadsheets/d/1JHU0WaJXLEWs-...
Your job is to go 'fetch' all the data to enter under each column. Below I've described how to find the numbers you're looking for.
Total Sales ($Pre-tax): Jane -> Reports -> Sales -> Date range of previous month -> get the total at the bottom of the report. Be sure to take the total PRE TAX
Inquiry Tracker: Find the inquiry tracker here: docs.google.com/spreadsheets/d/198YeYzGR5y8V2...
see how many inquiries were tracked that month (left column). Take that number.
New Clients: Jane -> Reports -> Client Retention -> Adjust date to previous month
Returning Clients: Jane -> Reports -> Client Retention -> Adjust date to previous month
Total Clients: Jane -> Reports -> Client Retention -> Adjust date to previous month
Total Visits: Jane -> Reports -> Client Retention -> Adjust date to previous month
Hours Booked: Jane -> Reports -> Client Retention -> Adjust date to previous month
Google Ads Conversions: Leave blank, Brittany will need to fill this in
Consults Booked: Add the totals from No shows/cancels + booked after consult + didn't book after consult (see next section for further details)
No Shows/Cancels: For this and the "booked after consult" section, you will get a piece of paper and make three sections 1) booked after consult 2) no show/ cancel and 3) did not book after consult.
you will then go through the schedule for last month one therapist at a time
So, go one team member at a time, looking for free virtual and free telephone consultations on their schedules from the previous month.
If the consultation is "red", put a tick under "no show/cancel" then move to the next consultation.
If the consultation was arrived (green),
Click the consultation, then when the appointment pane pops up on the right hand side, put the cursor over their name and click view to go to that clients profile. At the top of their profile, you want to look at the "appointments" section. You want to see if they have booked a session after their consultation - this will show up in either past appointments or upcoming appointments. If they have booked or completed a paid session, you put a tick under "booked after consult." If they did not complete or book anything other than a consultation you would put a tick under "didn't book after consult" Once you have gone thrrough each therapist and the entire month, you tally the totals for each section, then put them under their respective columns.
Booked after Consult: see previous
Once complete, notify Brittany so she can review the months numbers
Here is the spreadsheet where we track these metrics : docs.google.com/spreadsheets/d/1JHU0WaJXLEWs-...
Your job is to go 'fetch' all the data to enter under each column. Below I've described how to find the numbers you're looking for.
Total Sales ($Pre-tax): Jane -> Reports -> Sales -> Date range of previous month -> get the total at the bottom of the report. Be sure to take the total PRE TAX
Inquiry Tracker: Find the inquiry tracker here: docs.google.com/spreadsheets/d/198YeYzGR5y8V2...
see how many inquiries were tracked that month (left column). Take that number.
New Clients: Jane -> Reports -> Client Retention -> Adjust date to previous month
Returning Clients: Jane -> Reports -> Client Retention -> Adjust date to previous month
Total Clients: Jane -> Reports -> Client Retention -> Adjust date to previous month
Total Visits: Jane -> Reports -> Client Retention -> Adjust date to previous month
Hours Booked: Jane -> Reports -> Client Retention -> Adjust date to previous month
Google Ads Conversions: Leave blank, Brittany will need to fill this in
Consults Booked: Add the totals from No shows/cancels + booked after consult + didn't book after consult (see next section for further details)
No Shows/Cancels: For this and the "booked after consult" section, you will get a piece of paper and make three sections 1) booked after consult 2) no show/ cancel and 3) did not book after consult.
you will then go through the schedule for last month one therapist at a time
So, go one team member at a time, looking for free virtual and free telephone consultations on their schedules from the previous month.
If the consultation is "red", put a tick under "no show/cancel" then move to the next consultation.
If the consultation was arrived (green),
Click the consultation, then when the appointment pane pops up on the right hand side, put the cursor over their name and click view to go to that clients profile. At the top of their profile, you want to look at the "appointments" section. You want to see if they have booked a session after their consultation - this will show up in either past appointments or upcoming appointments. If they have booked or completed a paid session, you put a tick under "booked after consult." If they did not complete or book anything other than a consultation you would put a tick under "didn't book after consult" Once you have gone thrrough each therapist and the entire month, you tally the totals for each section, then put them under their respective columns.
Booked after Consult: see previous
Once complete, notify Brittany so she can review the months numbers