Event Opportunities

Metric Name	Listed Under Display Item	Information Source(s):	Description	Views
Event Opportunities	Scheduling	DataTrak Calendar and Events	The Event Opportunities metric displays member sale opportunities based on scheduled events and remaining services associated with the member’s account. Note: Events must have levels associated with them before the information can be pulled into the Dashboard report (See Opportunity Level Setups).	Sales Opportunity by Priority Level

Columns in this metric

Metric Options

More Information

Tips for this metric

Using this metric

Columns in this metric:

• Indicator icon: Represents the opportunity level as configured in the Club Schedule Options.
• Red dot : indicates a high opportunity level for this event.
• Yellow dot : indicates a medium opportunity level for this event.
• Green dot : indicates a low opportunity level for this event.
• If this column is blank, there is not an opportunity level associated with this event.
  
  
• Time: The time of the member's next scheduled event.
• Employee: The employee associated with the member's next scheduled event.
• Member (Uses Remaining): The member's name, and the number of funded events that this member may still schedule.
• Event Type: The name of the event type.

Metric Options

To configure options, hover the cursor over the metric title.

Select Configure Options from the drop-down menu.

 

These options are as follows:

 

Club: Choose the club you want to display. This metric only displays one club at a time.

 

Time: Select the day to view the members scheduled to attend an event and their opportunity levels.

• Today
• Tomorrow

Opportunity: Select the opportunity level you want to display or view all. These levels are set in the Club Schedule Options in DataTrak. See Opportunity Level Setups.

• All
• Low
• Medium
• High

Department: Select the departments you want to display, or select All.

 

Employee: View Event Opportunities by selecting an employee from the chosen department, or select All.

Due to the fact that the displayed employee list for these Scheduling metrics is limited to the first 200 employees, the criteria for employees to be displayed has changed.
For employees listed in the Employee selection option for these metrics, ALL of the following must be true:

• The employee must be able to log in to the selected club. Club access is configured from the Clubs tab of the Edit Employee page in DataTrak.
  
  
• The employee must have a Training Level of 1 - 5 set. Employees with a Training Level set to None will not display. Training levels can be set from the Scheduling Options tab of the Edit Employee page in DataTrak.
  
  
• The employee must be set as Active. The Active flag can be turned and off from the General tab on the Edit Employee page in DataTrak
  

 

Event Type: Select the type of event to display.

• All: Display both appointments and classes.
• Appointments Only
• Classes Only

Event: Choose the event to display or select All.

 

After making your changes in the Edit Options Menu, click OK to save the configuration.

 

 

More information

Click the More link in the bottom right corner of the panel to view information related to the metric on other pages in DataTrak. The More Information menu will list different links for each metric.

 

This metric provides the following link(s) to related DataTrak pages:

• Calendar
• Manage Events (Events from Dashboard)
• Reports

The Reports link will open the DataTrak Manage Reports page to the Dashboard Category and the metric Subcategory. From here, you can run the report that will show the same information displayed in Dashboard.

See: Manage Reports