The goal of this module is to track which visit your intro buyers convert on. Suggestions, or ways to relate to the data you see, for this module to verify your sales process by how long your intro buyers take to convert over. With option to compare by other current or former intro offers types.
- Permission access need is 'Intro Breakdown Chart.'
- Intro Breakdown is located under Other > Retention.
Date Selection Tip: Remember that offers sold recently might not have time to convert yet. If recently sold offers are being compared to older offers, it is a good idea to set the date back to a time that gives all purchasers time to make that second purchase (3 weeks-2 months).
Intros Sold - Total number of intros sold based by sales package and calendar filters.
Avg. Visits To Conversion - Average number of visits from intro purchase to first qualifying purchase; class card and/or membership.
Avg. Visits To Membership Conversion - Average number of visits from intro purchase to membership purchase.
Avg. Days To Conversion - Average number of days from intro purchase to first qualifying purchase; class card and/or membership.
Avg. Days To Membership Conversion - Average number of days from intro purchase to membership purchase.
Pie charts -
- Left-side - Percentage of intro buyers based by intro offer type.
- Right-side - Percentage of intro conversion based by their converting visit.
Table - Breaks down each intro offer type, displays number of intro sold, and percentage of conversions by converting date.