Operating Reports for Enquiries, Tours and Tickets
Operating reports cover the running of the centre rather than the money: enquiries received, what became of them, renewals due and tickets still open. Each figure opens to the records behind it.
Questions asked on a Monday
How many enquiries came in last month, and how many took a tour? Which broker sends people who sign? Which complaints are still open, and for how long? The answers usually sit in a group chat, a notebook and memory. The reports gather them.
The reports
Turning a number into a call
The other reporting screens
Frequently asked questions
What can we track here that the analytics page does not cover?
Operations rather than money. Enquiries, tours, follow-ups, tickets and renewals due sit here, and occupancy against paid seats sits on the analytics page.
Can we see which broker or channel brings signed members?
Yes. Enquiries carry their source through to tours done and seats signed, so a channel that brings conversations but no contracts shows up as such.
How are open tickets reported?
By type and by how long each has been open, with the owner named.
Does it send alerts when a number goes off track?
No. Renewal and payment reminders exist, but a report has no threshold alert. The reports are short enough to read weekly.
Can each centre be reported separately?
Yes, one centre or all of them. A centre manager reads their own list, and the owner reads the buildings side by side.
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