The Lead Detail Report provides in-depth insights into converted leads, showing key metrics such as revenue, visit frequency, and estimated lifetime value.
Things to know:
- This report is only available with the Lead Management module. To add this module, contact your Account Manager or reach out to support@mytime.com.
- Only revenue from closed tickets is included in this report.
- The report displays revenue from all item types, including services, products, memberships, and more.
- Sales tax, tips, and voided tickets are excluded.
- The Total column shows the average revenue per visit.
- For franchise businesses with the global database for clients enabled, you’ll be able to view client details across all franchise locations.
To access this report:
- Navigate to Dashboard
- Select the Reports tab
- Under the Clients section, select the Lead Detail report
- When the report opens, you can filter the data by the lead creation date. After selecting your desired date range, click the 'Update' button to generate the corresponding data.
Report Filter
| Filter | Description |
| Converted Date | Filters leads based on the date they were converted to clients |
| Lead Source | Filters leads by the source from which they were acquired |
Report Column
| Column | Description |
| Creation Date | The date when the lead was first created |
| Client | The name of the client |
| Lead Source | The source from which the lead was acquired |
| Conversion Date | The date when the lead was converted into a client |
| Converted By | Indicates whether the conversion was done manually or through a booking |
| Tickets # | Total number of closed tickets associated with the client |
| Average Revenue Per Visit (ARPV) | The average revenue generated per visit, calculated as: Total Net Revenue ÷ Number of Closed Tickets |
| Average Visit Frequency (AVF) | The average number of visits per year, based on closed ticket history |
| Customer Lifespan (CL) | The average number of years a customer is expected to continue doing business with your company |
| Lifetime Value | The estimated total revenue a client will generate over their customer lifespan |
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