Lead Detail Report (COMING SOON)

Modified on Sat, 26 Apr at 2:17 PM

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 is 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. The calculation is different based on the client's tenure.

New Clients (Tenure less than 30 days)

Calculation: Visits × (365 ÷ 30)
Example: If the client had 2 visits within 15 days, the calculation would be 2 visits × 12.17 (365 ÷ 30) = 24.34 visits/year

Existing Clients (Tenure less than or equal to 30 days to 1 year)

Calculation: Visits × (365 ÷ Days as Client)
Example: If the client had 8 visits and has been a client with business for 120 days, the calculation would be 8 visits × 3.04 (365 ÷ 120 days) = 24.32 visits/year

Established Clients (Tenure greater than or equal to 1 year)

Calculation: Total Visits ÷ (Years + Months ÷ 12)
Example: If the client had 45 visits in 2 years and 3 months, the calculation would be 45 visits ÷ 2.25 (2 Years + 3 Months ÷ 12) = 20 visits/year

Customer Lifespan (CL)

The average number of years a client is expected to continue doing business with your company:

Monthly Cohort Grouping
Customers are grouped into cohorts based on the month they converted (e.g., "2024-03").
Individual Lifespan Calculation
For each client, we calculate the number of years between their first and last transaction.
If their activity span is less than 1 year, we round it up to 1 year to avoid underestimation.
Cohort-Level Statistics
For each cohort, we compute:
- Average client age (how long they've been converted)
- Average lifespan
- Number of clients
Maturity-Based Weighting
Cohorts are weighted based on how old (mature) they are:
- Less than 1 year old → 25% weight
- 1 to 2 years → 50%
- 2 to 3 years → 75%
- 3+ years → 100%
Final Weighted Average
The final CL value is a weighted average of all cohorts, giving more influence to mature, stable cohorts.

Example Calculation

Cohort	Clients	Avg Lifespan	Avg Age	Weight	Weighted Value
2021-04	40	3.5 years	3.6	100%	3.5 × 1.00 × 40 = 140.0
2022-01	50	2.8 years	2.8	75%	2.8 × 0.75 × 50 = 105.0
2023-06	75	1.9 years	1.8	50%	1.9 × 0.50 × 75 = 71.25
2024-02	100	1.2 years	0.6	25%	1.2 × 0.25 × 100 = 30.0

Final CL Calculation

CL = (140 + 105 + 71.25 + 30) ÷ (40 + 37.5 + 37.5 + 25)
CL = 346.25 ÷ 140
CL = 2.47 years

Lifetime Value

The estimated total revenue a client will generate over their lifespan.

Calculation: ARPV (Average Revenue Per Visit) × AVF (Average Visit Frequency) × CL (Customer Lifespan) = LTV (Lifetime Value)

For more information, contact us at support@mytime.com or (385) 233-6964.

Lead Detail Report (COMING SOON)

Report Filter

Report Column

New Clients (Tenure less than 30 days)

Existing Clients (Tenure less than or equal to 30 days to 1 year)

Established Clients (Tenure greater than or equal to 1 year)

Example Calculation

Cohort

Clients

Avg Lifespan

Avg Age

Weight

Weighted Value

2021-04

40

3.5 years

3.6

100%

3.5 × 1.00 × 40 = 140.0

2022-01

50

2.8 years

2.8

75%

2.8 × 0.75 × 50 = 105.0

2023-06

75

1.9 years

1.8

50%

1.9 × 0.50 × 75 = 71.25

2024-02

100

1.2 years

0.6

25%

1.2 × 0.25 × 100 = 30.0

Final CL Calculation

CL = (140 + 105 + 71.25 + 30) ÷ (40 + 37.5 + 37.5 + 25) CL = 346.25 ÷ 140 CL = 2.47 years

CL = (140 + 105 + 71.25 + 30) ÷ (40 + 37.5 + 37.5 + 25)
CL = 346.25 ÷ 140
CL = 2.47 years