Episode 84: Reports to Evaluate Yearly Progress - podcast episode cover

Episode 84: Reports to Evaluate Yearly Progress

Nov 02, 202217 min
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Episode description

What We Cover In This Episode:

  • The three KPI’s you should be analyzing to determine your yearly progress and for future planning [2:38]

  • The various reports and the information that is available within fitDEGREE to help with identifying trends in income or client activity [5:43]

  • Nick’s advice for how to compile your reports and set yourself up for actual and projected numbers [8:54]

  • Why it’s important to get help in creating the spreadsheets and reporting you need to best evaluate your yearly progress [12:09]

Quotes:

“I feel like it is important as a business to know what trends and information we are looking for, to evaluate yearly progress and project future growth.” [Megan, 2:38]

“Last year, I felt like this was a big maturity step in our software. It was building this intro offer funnel report that’s going to give you how many intro offers were purchased for a specific date range, if those intro offers are converting, and then what they’re converting to.” [Nick, 6:44]

“This feels like the step from [being a] ‘passionpreneur’ who loves fitness, to business owner, and it’s [about] getting really boring and putting this all on a spreadsheet.” [Nick, 9:29]

LINKS:  

https://www.breauxbradleyconsulting.com/

https://www.instagram.com/whycoachingandconsulting/ 

fitDEGREE’s Business Portal

https://calendly.com/fitdegree/support 

support@fitDEGREE.com

https://www.instagram.com/fitdegree/

​​https://www.instagram.com/fitspot_guru/  

https://www.instagram.com/fitdegree_nick/

https://www.instagram.com/megan_fitdegree/

https://www.fitdegree.com/blog 

https://www.youtube.com/channel/UChJ5rK6zWPXjbxtUQx3ys9Q 

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