Business Performance Platform
Loading
Revenue by facility
Network member status
PERFORMANCE VS TARGETS
Google Sheets — Live Connection
Connect your Google Sheet to auto-pull marketing and lead data. Publish your sheet as CSV then paste the URL. Dashboard syncs on load and on demand.
1. In Google Sheets: File > Share > Publish to web > Sheet1 > CSV > Publish
2. Copy the URL and paste below, then Connect
3. Sheet must have Column A = key name, Column B = value
4. Click Refresh anytime to pull latest numbers
2. Copy the URL and paste below, then Connect
3. Sheet must have Column A = key name, Column B = value
4. Click Refresh anytime to pull latest numbers
Required sheet keys:
leads_onlineleads_inpersonad_spendsms_response_pct
fb_female_leadsfb_male_leadscalls_bookedcalls_attended
clients_closedavg_package_value
leads_online_holland_parkleads_online_spring_hillleads_online_moorooka
leads_online_mt_ommaneyleads_online_new_farmleads_online_capalaba
leads_inperson_holland_parkleads_inperson_spring_hill
Online vs in-person split
Lead volume trend (7 months)
OnlineIn-person
Update marketing figures
Leads by facility
Pipedrive pipeline
Avg days per stage
Monthly new clients
Update sales figures
Active prospects
Track individual prospects through your pipeline. Thyaga, Greg Delforce and Steve Chasling are pre-loaded. Lead counts from the Leads tab feed into pipeline totals automatically.
Prospect tracker
| Name | Facility | Stage | Pkg value $ | Last contact | Notes |
|---|
Revenue by facility
Sessions per facility
Network delivery summary
Network retention
Retention by facility
Retention and revenue summary
Retention leaderboard — facilities
Revenue leaderboard — facilities
Coach performance summary
Monthly notes
Key Performance Indicators
Set every target once. See live performance, the gap to close, and exactly what to do about it — right next to each KPI. Company and Coach KPIs sync with all live data across the platform.
Platform Settings
Coach configuration — add, edit and assign coaches to facilities. KPI targets have moved to the KPIs tab.