Gym Lead Machine: Complete Reporting Guide

From your Dashboard, click Reporting to access six powerful modules that track every aspect of your gym's lead-to-member journey.

1. Custom Reports

Craft any report you need:

• Build from scratch or choose from pre-built templates.
• Pull in key dashboard metrics (appointments, calls, pipeline statuses).

• Schedule automatic email delivery—daily, weekly, monthly.

  This ensures you and your team stay informed without logging in daily.

Pro Tip: Use templates for fast insights like “Weekly Lead Summary” or “Appointments vs. Conversions.”

2. Attribution Reports

Essential for understanding lead sources and ROI:

• Tie each contact/opportunity back to campaigns, UTMs, ads, or referral sources.
• View Source (first touch) and Conversion reports to see which channels convert best.
• Adjust date filters to compare performance over time.

Why it matters for gyms: Identify which ads, social platforms, or promotions drive the most high-quality leads, then double down on what works.

3. Call Reports

Track your communication with prospects:

• Monitor total inbound and outbound calls.
• View answered vs. missed calls, call duration, and top sources.
• Expand individual line logs to review timestamp, direction, and listen to recordings.
• Export as CSV for deeper analysis or to share with coaching staff.

Pro Tip: Monitor call trends to improve follow-up team performance and reduce missed leads.

4. Agent Reports

Perfect for gyms managing a team of coaches or lead agents:

• Available on Agency Pro-level accounts.
• See each staff member's performance: opportunities, conversions, SMS/email volume, and calls.
• Leaderboards highlight top performers.
• Compare performance across time periods and identify training opportunities.

5. Appointment Reports

Optimize your booking and show rates:

• Track appointments scheduled, confirmed, no-shows, and cancellations.
• Filter by creation source (e.g., SMS link vs. website widget).
• Export data to monitor show rates and conversions weekly.

Pro Tip: Use this report to identify booking friction (like low show rates) and test follow-up reminders or incentives.

6. Marketing Audit Reports

A newer module for a full marketing health check:

• Evaluate your systems based on key categories—ads, funnels, lead follow-ups, and more.
• Compare current performance across time periods.
• Get specific, actionable recommendations for improvement.

Why this matters: It’s like your monthly digital marketing check-up—ensuring nothing critical slips between the cracks.

✅ Putting It All Together: Monthly Gym Growth Routine

🚀 Advanced Tips

1. Aggregate with BI Tools:

   For deeper insights, export to Google Sheets, Power BI, or Looker Studio using tools like Coupler.io.

   • It's perfect for cross-channel dashboards (e.g., combining gym leads, Google Ads spend, membership revenue).

2. BI Automation:

   Automate refresh cycles so your dashboards update in real-time, not manually.

3. Download & Audit:

   CSV exports (from Call, Appointment, Custom) allow offline deep analysis and historical comparisons.

4. Staff Incentives Dashboard:

   Use Agent Reports to create competition or incentive programs—e.g., “Top Agent of the Month.”

Summary

Gym Lead Machine’s Reporting section gives you full transparency over:

• Lead origins
• Team performance
• Call response
• Appointments
• Overall marketing health

By combining strategic review and automated insights, you can make data-driven decisions, uncover growth opportunities, and strengthen your gym’s conversion engine.