Personal Training Scorecard
The Personal Training Scorecard provides a club-level view of Personal Training revenue, new-member PT engagement, assessment funnel performance, and PT sales results compared with configured goals.
Use this dashboard to:
- Compare PT Revenue with PT Revenue goals.
- Measure how effectively new members move through the Book, Set, Show, and Close funnel.
- Track PT purchases and assessment bookings made on a member’s join date.
- Monitor New, Cancelled, and Net PT EFT Draft.
- Review New PT PIF Revenue.
- Compare performance across clubs or reporting periods.
- Open supporting PT transaction details for further analysis.
The dashboard uses the latest available Personal Training data, which is normally current through yesterday.
Before Using This Dashboard
Personal Training reporting depends on the configuration maintained in Easalytics.
- Profit Center Groups must be identified as Personal Training for PT Revenue to be reported correctly.
- Service Item Grouping must identify the service items associated with recurring PT and PT PIF packages.
- PT EFT adjustment settings must be configured for transactions that should be excluded or adjusted because of cancellations, upgrades, downgrades, or rewrites.
- PT Revenue, PT EFT Draft, PT PIF, and other goals must be configured for goal-related fields to populate.
Dashboard Views
Personal Training Scorecard
The primary Scorecard displays PT revenue, new-member activity, funnel performance, and PT sales metrics by club.
Difference-from-goal fields are color-coded to help identify clubs that are above or below their configured goals.
PT Scorecard Alt View
The alternate view displays the same core Scorecard metrics in a different layout. It separates completed results from future appointment activity, making it easier to focus on historical performance or upcoming assessments.
Period Compare
Period Compare displays Scorecard results for two selected periods.
Use it to compare:
- PT Revenue and PT Revenue Goal.
- New Member Count.
- Book, Show, and Close conversion.
- New, Cancelled, and Net PT EFT Draft.
- New PT PIF Revenue.
Available comparisons include current periods versus prior periods or prior-year periods, along with custom date ranges.
PT Transaction List
PT Transaction List opens the transaction-level view in the Personal Training Sales Revenue and Enrollment dashboard.
Supported selections such as Club, Quick Dates, Join Source, Membership Type Group, and Age Group are passed to the transaction list. Scorecard-only controls, such as goal percentages, do not apply to the transaction-level view.
Dashboard Controls
Quick Dates
Select the reporting period used by the Scorecard.
Available options include:
- Yesterday
- Month to Date
- Quarter to Date
- Year to Date
- Last Month
- Last Quarter
- Last Year
- Last 7, 14, 30, 60, or 90 Days
- Custom Range
The selected dates are displayed above the Scorecard.
Member Count Exclusion
Determines which memberships are included in New Member Count and related funnel metrics.
- Include: Includes all new members.
- Exclude: Excludes members whose membership types are configured for exclusion.
This control affects member-based metrics. It does not change PT Revenue.
PT EFT Draft Inclusion
Determines whether PT EFT Draft metrics use the original draft amount or an adjusted amount.
- All Drafts: Uses the original New and Cancelled PT EFT Draft amounts.
- Drafts Adjusted for Cancels & Rewrites: Uses adjusted amounts for transactions identified as cancellations, rewrites, upgrades, downgrades, or other configured adjustment scenarios.
Book Goal %
Sets the expected percentage of new members who should book a PT assessment.
Changing this value recalculates Book Goal and Book Diff from Goal. It does not change the actual Book Count.
Show Goal %
Sets the expected percentage of set appointments that should be completed.
Changing this value recalculates Show Goal and Show Diff from Goal.
Close Goal %
Sets the expected percentage of completed PT assessments that should result in a PT purchase.
Changing this value recalculates Close Goal and Close Diff from Goal.
Filters
Available filters include:
- Club
- Membership Type Group
- Age Group
- Join Source
- Payment Mode
Selecting multiple clubs displays an Overall row followed by the individual club results.
Metric Definitions
PT Revenue and New Members
| Metric | Definition |
|---|---|
| PT Revenue to Date | Personal Training revenue recognized during the selected reporting period. |
| PT Revenue Goal to Date | The cumulative PT Revenue goal for the selected clubs and reporting period. |
| PT Revenue Diff from Goal | PT Revenue to Date minus PT Revenue Goal to Date. A positive value indicates revenue is above goal. |
| New Member Count | The number of new club members during the selected reporting period. This is a general new-member metric, not a count of new PT purchasers. |
| % w/ PT Purchase on Join Date | The percentage of new members who purchased Personal Training on their membership join date. |
Book Metrics
| Metric | Definition |
|---|---|
| Book Count to Date | The number of new members who booked a PT assessment during the selected reporting period. |
| Book % | Book Count to Date divided by New Member Count. |
| Book Goal | New Member Count multiplied by the selected Book Goal %. |
| Book Diff from Goal | Book Count to Date minus Book Goal. |
| Book on Join Date Count | The number of new members who booked a PT assessment on their membership join date. |
| Book on Join Date % | Book on Join Date Count divided by New Member Count. |
Set and Show Metrics
| Metric | Definition |
|---|---|
| Set Count to Date | The number of PT assessment appointments set for the selected reporting period through the latest available data date. |
| Set Count incl. Future | The number of set appointments, including appointments scheduled for a future date. |
| Show Count to Date | The number of PT assessment appointments completed during the selected reporting period. |
| Show % | Show Count to Date divided by Set Count to Date. |
| Show Goal | Set Count to Date multiplied by the selected Show Goal %. |
| Show Diff from Goal | Show Count to Date minus Show Goal. |
Future appointments are included in Set Count incl. Future, but they are not counted as completed Shows until the appointment has occurred and is recorded as completed.
Close Metrics
| Metric | Definition |
|---|---|
| Close Count to Date | The number of completed PT assessments that resulted in a PT purchase during the selected reporting period. |
| Close % | Close Count to Date divided by Show Count to Date. |
| Close Goal | Show Count to Date multiplied by the selected Close Goal %. |
| Close Diff from Goal | Close Count to Date minus Close Goal. |
A positive Close Diff from Goal indicates that the club closed more PT sales than expected based on the selected Close Goal %.
PT EFT Draft Metrics
| Metric | Definition |
|---|---|
| New PT EFT Draft | The monthly-equivalent recurring PT draft value sold during the selected reporting period. The amount uses either the original or adjusted draft based on PT EFT Draft Inclusion. |
| New PT EFT Draft Goal | The cumulative New PT EFT Draft goal for the selected reporting period. |
| New PT EFT Draft Diff from Goal | New PT EFT Draft minus New PT EFT Draft Goal. |
| Cancelled PT EFT Draft | The monthly-equivalent recurring PT draft value cancelled during the selected reporting period. The amount uses either the original or adjusted cancelled draft based on PT EFT Draft Inclusion. |
| Net PT EFT Draft | New PT EFT Draft minus Cancelled PT EFT Draft. |
| Net PT EFT Draft Goal | The cumulative configured Net PT EFT Draft goal for the selected reporting period. |
| Net PT EFT Draft Diff from Goal | Net PT EFT Draft minus Net PT EFT Draft Goal. |
The Scorecard’s Net PT EFT Draft is specifically calculated as New PT EFT Draft minus Cancelled PT EFT Draft. It does not incorporate newly frozen or off-freeze draft activity.
PT PIF Metrics
| Metric | Definition |
|---|---|
| New PT PIF Revenue | The value of new Personal Training packages purchased without recurring billing during the selected reporting period. |
| New PT PIF Revenue Goal | The cumulative PT PIF sales goal for the selected reporting period. |
| New PT PIF Revenue Diff from Goal | New PT PIF Revenue minus New PT PIF Revenue Goal. |
New PT PIF Revenue represents package sales activity and is separate from recognized PT Revenue.
PT Scorecard vs. PT Sales Revenue and Enrollment dashboard
The Personal Training Scorecard and Personal Training Sales Revenue and Enrollment dashboards use many of the same underlying PT revenue and draft fields, but they are designed for different types of analysis.
The Scorecard focuses on:
- Goals.
- New-member PT engagement.
- Assessment funnel conversion.
- New, Cancelled, and Net PT EFT Draft.
PT Sales Revenue and Enrollment provides broader analysis of:
- Recurring and PIF package enrollment.
- Active PT members.
- Freeze and off-freeze activity.
- Lost recurring members and draft.
- Remaining sessions.
- Expiring packages.
- Transaction-level details.
Because the Sales Revenue and Enrollment dashboard incorporates freeze activity into some of its net metrics, similarly named metrics—particularly Net PT EFT Draft—may not match the Scorecard.