With the help of Promotions Effectiveness report, you can analyze how promotions work for your location, and adjust the settings if necessary. The report will help you to find out how many new clients the promotion attracts and how many of them become regular.
You can also analyze whether it is possible to return clients who have not visited the location for a long time.
How to use the report?
To access the report, you need to have access rights to the Analytics section. From the main menu go to the Analytics > Analytical Reports > Promotion Effectiveness section.
- Select the type of promotion
- Specify the promotion review period
The Clients section will display new and previous clients who came for the promotion during the selected period.
You can download a list of clients who did not return after the promotion, clicking Export to Excel. To receive the downloaded file, a user needs the access right – “Show phone numbers and email in clients list”.
The downloaded file will contain the following information:
- Client name
- Phone number
- Date of registration
- Date of last visit
- Total paid for the promotion
- Balance of personal account
The Earnings section displays earnings from clients who made visits and purchased products for the analyzed promotion, as well as the total amount of revenue received from these clients for any repeated visits to the location.
In the Team member performance section you can see information on how many clients received services for the promotion from each professional, and how many of them came to the location again.
Important
- In the current iteration, analytics can be received only for the following types of promotions: Fixed discount, Fixed cashback (sold), Fixed cashback (paid).
- The first graph in the Clients section displays client visits to the location. If the same client came twice during the selected period, there will be 2 columns on the graph, but it will be counted as one client in the data on the right.
- If the client visits two professionals within the promotion visit, then it will be displayed for both of them in the Team member performance table.
- Earnings include all financial transactions (visit or sales of products).
Downloading list of non-returners is available only if you have the access right to Show phone numbers and email in the list of clients in the All Clients section.
