The Scorecard Report provides a high-level comparison of prospecting, membership growth and retention performance across clubs or franchise locations.
It includes two report views:
- Volume Performance
- Conversion Rate
The report can be used to compare actual results, configured targets and KPI performance for the selected month.
Navigate to:
Prospects > Reports > Scorecard
The page may display as:
Report: Scorecard Report
Select the Report Criteria
Use the filters at the top of the report to select:
- Month
- State
Click:
View Report
The State filter may be useful for organisations comparing several clubs across different locations.
A Download Report option may also be available.
Volume Performance
The Volume Performance tab displays the actual activity totals recorded for each club during the selected month.
The report groups results into areas such as:
- Growth Activity
- Enquiry and Sales Activity
- Retention Activity
- Calls Activity
Franchise
Shows the club or franchise location associated with the results.
State
Shows the state recorded against the club.
Growth Activity
The Growth Activity section may include:
- Total Members on the first day of the month
- Total Members on the last day of the month
- Member Growth Volume
Total Members on the First Day of the Month
Shows the club’s recorded membership total at the beginning of the selected month.
Total Members on the Last Day of the Month
Shows the club’s recorded membership total at the end of the selected month.
Member Growth Volume
Shows the change in membership volume across the month.
This figure helps indicate whether the club’s membership base increased, decreased or remained unchanged.
Enquiry and Sales Activity
This section may include:
- Total Enquiries
- Tours
- Tours Sold
Total Enquiries
Shows the number of new prospect enquiries recorded during the selected month.
Tours
Shows the number of prospect tours recorded.
Tours Sold
Shows how many tours resulted in a sale.
Retention Activity
The Retention Activity section may include:
- Member Renewals
- Actual Cancellations
Member Renewals
Shows the number of membership renewals recorded during the month.
Actual Cancellations
Shows the number of membership cancellations recorded.
Calls Activity
The Calls Activity section may include:
- Contacts
- Total Appointments Booked
Contacts
Shows the number of recorded successful prospect contacts.
Total Appointments Booked
Shows the number of prospect appointments created during the selected month.
Using Volume Performance
Managers can use the Volume Performance view to compare:
- membership totals
- membership growth
- enquiry volume
- tours and tour sales
- member renewals
- cancellations
- prospect contacts
- appointments booked
This provides a quick operational comparison between clubs.
Conversion Rate
The Conversion Rate tab displays KPI and conversion charts for the selected clubs.
The charts compare:
- configured target
- actual performance
Depending on the available data, the report may include:
- KPI Score
- Member Growth
- Enquiry to Tour
- Tour to Sale
- Member Renewal
- Attrition
- Contact to Booked Appointment
- Booked Appointments
KPI Score
The KPI Score chart provides an overall score for each club.
This score may combine several configured performance indicators.
The exact KPI calculation depends on the organisation’s Scorecard configuration.
Member Growth
The Member Growth chart compares actual membership growth against the configured target.
A negative result may indicate a reduction in total membership over the selected period.
Enquiry to Tour
The Enquiry to Tour chart shows the percentage of prospects who progressed from an enquiry to a tour.
This helps indicate how effectively new enquiries are being converted into appointments or club tours.
Tour to Sale
The Tour to Sale chart shows the percentage of completed tours that resulted in a sale.
This helps measure sales conversion following a tour.
Member Renewal
The Member Renewal chart compares membership renewals against the configured target.
The chart may display no actual result where renewal activity was not recorded for the selected month.
Attrition
The Attrition chart measures membership loss or cancellation performance against the configured target.
A lower attrition result may generally be preferable, depending on how the KPI has been configured.
Contact to Booked Appointment
The Contact to Booked Appointment chart shows the percentage of successful prospect contacts that resulted in an appointment.
This helps measure how effectively staff convert conversations into scheduled appointments.
Booked Appointments
The Booked Appointments chart compares the number of recorded appointments with the configured target.
Unlike percentage-based charts, this may be displayed as a number of appointments.
Target and Actual Results
The Conversion Rate charts may display separate values for:
- Target
- Actual
The target is the expected performance configured for the organisation.
The actual result is calculated from activity recorded in Clubfit.
Where no actual bar is visible, this may mean:
- no matching activity was recorded
- the result was zero
- the relevant records were not completed or outcomed
- the report did not have enough data to calculate the result
Download the Report
Click:
Download Report
to create an export of the Scorecard results.
The available file type and information included may depend on staff permissions and Clubfit configuration.
Using the Scorecard Report
Club managers can use the report to:
- review monthly prospect and membership performance
- compare activity across several clubs
- monitor membership growth and cancellations
- compare enquiry, tour and sales volume
- review contact and appointment activity
- measure actual results against targets
Regional or franchise managers can use it to:
- compare clubs within a state
- identify clubs performing above or below target
- review operational volume alongside conversion percentages
- identify areas requiring further training or process improvement
Maintaining Accurate Results
The Scorecard Report relies on accurate information being recorded throughout Clubfit.
For reliable results, staff should:
- create prospects against the correct club
- record enquiries and tours correctly
- complete appointment outcomes
- update sales and prospect statuses
- record calls and successful contacts
- record membership renewals and cancellations
- ensure appointments are booked against the correct prospect
- avoid duplicate records
Important Notes
The Volume Performance tab displays the number of activities recorded.
The Conversion Rate tab displays ratios, KPI scores and comparisons against targets.
Targets must be configured correctly for the charts to provide a meaningful comparison.
A zero or blank result does not always mean no activity occurred. It may indicate that the activity was not recorded or completed in the way required by the report.
The clubs and information displayed may depend on the selected state, organisation structure and staff permissions.
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