The Daily Email is an automated report that delivers a clear snapshot of your team’s key performance metrics each day. It includes insights on lead generation, new customer activity, membership trends, net sales revenue, and overall member engagement.
Please Note:
- Permission access needed is 'Daily Email'.
- The Daily Email will begin sending by 10am CST.
- The 'Login' button will redirect you from your Daily email to the iKizmet dashboard; you will be required to login.
- The Daily Email is fixed in it's detail and cannot be customized.
Content:
Scorecard
With the exception of At Risk Members, your scorecard will display the current days' results at the top and month-to-date results at the bottom. Example:
Leads
August 20th: 7
August 1st - 20th: 125
Leads: Total number of profiles created. You can view your leads with the LASER report > Lead Breakdown will inform you have who these customers are.
First Timers: Total number of customers who had their first time (completed, signed in, or checked in) visit, regardless of visit type or purchase type. You can view your leads with the LASER report > Laser start from Show (First Visit) will inform you have who these customers are.
Memberships - New: Total number of new membership agreement sales, first-time membership buyers. You can view your new members with the Members by report > New column will inform you have who these customers are.
Memberships - Total: Total number of new, rejoin, upgrade, and downgraded membership agreement. You can view your new members with the Members by report > New and Rejoin columns will inform you have who these customers are.
Net Sales: Total net sales, net sales refers to the total revenue generated, and excludes refunds and returns. You can view your sales with the Service Sales report > toggle on Net Revenue and it will inform you what the sales are.
At Risk Members: The number of members who have been inactive in attendance, with the added breakdown of those who have (With Future Booking) and have not (Without Future Booking) a future booking scheduled. You can view your at risk members with the At Risk Members report > Next Booking column will inform you have who these customers are.
Cancelled Members: The total number of cancelled membership agreements. You can view your cancelled members with the Members by report > Cancel column will inform you have who these customers are.
Utilization: The percentage of completed (signed in, checked in) visits. You can view your attendees with the Class Utilization report > Total Utilization percentage will inform you have who these customers are.
Total Text: The total number of text correspondence. You can view your called customers with the Staff Activity report > Text will inform you have who these customers are.
Total Calls: The total number of phone calls recorded. You can view your called customers with the Staff Activity report > Calls will inform you have who these customers are.
Daily By Location and MTD By Location
Daily: The results for the date listed at the top of your email.
MTD: The results will include the 1st of the month to the date listed at the top of your email.
Location: Location name.
Net Sales: Total net sales for location.
Product Sales: Total product (only) sales for the location.
Leads: Total profiles created for the location.
Total New: Total number of new membership sales for the location.
Canceled: Total number of canceled membership agreements for the location.
Utilization: Class attendance (based on class capacity and signed in visits) by location.
Staff MTD
Results are ranked by highest performing sales person (see Gross Sales column); this is a fixed sorting.
Location: Location name.
Staff Name: Staff member's first and last name.
Gross Sales: Total gross sales made by staff member.
Total New: New membership sales made by staff member.
First Timers: First time visits made with staff member.
Total Text: Total texts recoded by staff member.
Total Calls: Total calls recorded by staff member.
Download Details 
The download icon, situated adjacent to the section title, provides the option to download the results of your email. Most of the data points are reiterated from the email, with the exception of one.
Change: Percentage change from the previous month's results; depending on which download you selected this could be a daily or month-to-date.
Rejoin: Formerly canceled members regaining their membership status; this would include members who canceled in order to update/downgrade their membership.
Appts: Total number of appointments booked.
Shows: Total number of completed (checked in) visits for both class and appointment based services.
Conversions: Total number of converted clients, regardless of profile creation and/or intro offer purchased.