Setting Club Targets With A Clear Daily Picture Of Actual Vs Month To Date Target
A new setup item has been added that allows a club to set some targets for key measurements such as sales, new customers, membership leads added / converted.
This is in Setup > Defaults > Club Targets in the admin login area. The targets are slightly different dependant upon if the club is set to PT studio or Membership Club. Below is the targets entry screen for those two different types of club setup
With ClubReady set to function as a membership club then targets can be set for membership leads added and leads converted (new members). With PT studio’s - the membership leads targets is not relevant and only prospects (PT prospects) and new services clients targets are available. In both - a total sales$ target can be set. Targets are set on a 31 day Month basis - and if the month has 28, or 30 days then the target for that month is automatically adjusted.
Some new dashboard ‘widgets’ have been added to reflect these target settings and the sales snapshot dashboard ‘widget’ has also been changed to incorporate a target if one has been set. These new ‘widgets’ are available to add to the dashboard by unlocking the dashboard & adding them.
So - as an example - a sales target has been set as $10,000 a month - this is reflected in the sales snapshot chart example below
Having the ability to see at a glance exactly where the club is vs the target during the month is quite powerful - because it allows for adjustment in efforts on a daily basis rather than not really knowing where you are vs an often un-documented goal.
Sales is the final outcome - but sales are ultimately created by addition of leads, prospects etc so tracking them vs targets is also key to actually creating results.
Because these are available on the dashboard & the dashboard can now be customized to suit the admin user - some very relevant type dashboards can be created - for example the dashboard of a user who is focused on generating new members in a membership club might have a dashboard that looks like this :
But - a user who’s main focus was Personal Training Sales in a Studio might have a dashboard more like this :
In both examples - the user can see at a glance exactly what they have to do right now to get back on track.
