Episode 84: Reports to Evaluate Yearly Progress

What We Cover In This Episode: The three KPI's you should be analyzing to determine your yearly progress and for future planning [2:38] The various reports and the information that is available within fitDEGREE to help with identifying trends in income or client activity [5:43] Nick's advice for how to compile your reports and set yourself up for actual and projected numbers [8:54] Why it's important to get help in creating the spreadsheets and reporting you need to best evaluate your yearly progress [12:09] Quotes: "I feel like it is important as a business to know what trends and information we are looking for, to evaluate yearly progress and project future growth." [Megan, 2:38] "Last year, I felt like this was a big maturity step in our software. It was building this intro offer funnel report that's going to give you how many intro offers were purchased for a specific date range, if those intro offers are converting, and then what they're converting to." [Nick, 6:44] "This feels like the step from [being a] 'passionpreneur' who loves fitness, to business owner, and it's [about] getting really boring and putting this all on a spreadsheet." [Nick, 9:29] LINKS: https://www.breauxbradleyconsulting.com/ https://www.instagram.com/whycoachingandconsulting/ fitDEGREE's Business Portal https://calendly.com/fitdegree/support [email protected] https://www.instagram.com/fitdegree/ https://www.instagram.com/fitspot_guru/ https://www.instagram.com/fitdegree_nick/ https://www.instagram.com/megan_fitdegree/ https://www.fitdegree.com/blog https://www.youtube.com/channel/UChJ5rK6zWPXjbxtUQx3ys9Q

Episode metadata supplied by the publisher feed · Published Nov 2, 2022

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