Columns
Column | Description |
Creation date | Date of the purchase of the intro offer |
Client | Client's name |
Email of the client | |
Amount | Amount paid for the intro offer |
Expiration date | Expiration date of the intro offer |
Description | Name of the intro offer |
Converted | "Yes" or "no" - this shows if the client has purchased a membership or subscription after purchasing the intro offer |
Total bookings | Total bookings for the client |
Is active | "Yes" or "no" - this shows if the intro offer is active for the client |
Other purchases | The other purchases the client has made since the intro offer was purchased |
Report Settings
Filter | Description |
Date range | Select date time frame that you would like to view data for |
Offering | Name of the intro offer |
Customer | Customer name - you can add multiple to this filter! |
Amount | Filters such as "greater than," "less than," and "equal to" and more! |
Expiration date | Select date time frame that you would like to view expired or soon to be expired intro offers |
Converted | "Yes" or "no" - you can select if you want to only see clients that were converted (yes) or clients that did not covert after the intro offer (no) |
Is active | "Yes" or "no" - you can select if you want to only see active intro offers (yes) or inactive intro offers (no) |
Total bookings | Filters such as "greater than," "less than," and "equal to" and more! |