The PT Sales Trends dashboard complements our Personal Training Sales Revenue and Enrollment Dashboard by focusing on performance over time. You can toggle between monthly, weekly, and daily views, drill into detailed member-level demographics, and analyze key metrics across different dimensions like salesperson, membership type, and join source. Use filters to customize your view, compare year-over-year trends, or focus on specific segments for in-depth analysis.
- Monthly, Weekly, or Daily Trends graphs
- YOY Compare: Compare same-month/week/day performance across multiple years
- Drilldown tab: view a detailed breakdown of performance for a specific segment and period
- Data Tables: allow you to view the data in a more excel like way and download it
Use-Cases
- Identify Seasonal Trends: Spot patterns in PT purchases around key months like January or summer.
- Compare Club Momentum: See which clubs are gaining or losing ground on sales.
- Evaluate Salesperson Impact: Filter by individual reps to monitor their sales productivity.
- Understand Service Preferences: Track which PT services (EFT, PIF, sessions) are growing or declining.
- Strategic Planning: Use trendlines to inform goal-setting and marketing initiatives.
Metric Definitions
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