Gym Sales KPI Scorecard & Manager Workbook

Most gym sales dashboards start an argument instead of ending one. Two people quote the same close rate and mean two different denominators. When definitions move, accountability becomes theatre.

This workbook fixes the language first, then uses it to find the earliest point where the funnel weakens, and turns that into one observable behaviour to coach this week.

What you will install

• One shared funnel language from lead to active member
• Exact formulas and inclusion rules that stop dashboard arguments
• Source, adviser and cohort views that reveal quality rather than volume
• A coaching rhythm that links numbers to observable behaviour
• Weekly, monthly and campaign worksheets for implementation

What is inside

• An eight-stage core funnel with the proof required at each stage
• A metric dictionary with formula and guardrail per KPI, including the rule never to switch denominators
• A diagnostic table: what each weak rate points at, and what not to assume about staff or leads
• A ten-record weekly data quality audit
• Daily adviser view, weekly manager view and source quality matrix, ready to fill in
• The COACH review: Confirm, Observe, Ask, Choose, Hold, with wording for performance conversations and for small sample sizes
• A 30-minute weekly sales meeting agenda with a required output per block
• Target reverse-engineering with a forecast rule that shows the range instead of false precision
• Printable worksheets: manager coaching sheet, monthly system review, metric definition approval, adviser one-to-one record

Who it is for

Gym owners, sales managers, club managers and membership teams who manage other people's numbers.

Who this is not for

This is not a CRM setup guide and not a reporting tool. Benchmarks quoted inside are context, not guarantees. Calculate your own baseline before setting targets against anything.

Format

Digital PDF, English, Operator Edition. Instant download after purchase. Licensed for the purchasing individual or licensed studio team; not for resale or redistribution.

Part of a larger system

Numbers point at a stage; they do not tell you what to say once you get there. The frontline method behind these metrics is in the master playbook: The Ultimate Gym Membership Sales System.