Excel Template For Tracking Monthly Session Performance

1
minute read

Get a clear picture of how your session based business is performing throughout the year.

Would you like a simple template to help you track your performance as a session provider? If so then you've found it!

Our template will help you monitor the progress of your session business throughout a full calendar year. By tracking this information you will be able to see how your business is changing and what aspects require any special attention. Doing this will not only keep you focussing on the correct things, but can also be a massive source of motivation throughout the year.

What's included in our template?

Our template covers a full year helping you to track the following each month:

  • Number of new clients
  • Total number of active clients
  • Total session/package sales for the month
  • Total payments received for the month
  • Total expenses/costs for the month
  • Total number of sessions delivered

Limitations of using a template

A template like ours is fine when the number of clients and transactions you have is reasonably low. But as your business grows a time will come when the effort required to generate these numbers manually is too much.

You may also be using our sister template to track your class performance.

At this point you should consider switching to a platform like Striive that calculates summaries for you. The time you save will be worth 10x the cost of the platform.

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The Striive platform is designed to streamline the backend of your business so you can focus on client growth and scaling. It’s simple to use and does all of your client management, admin, and financial tasks including producing accurate reports and a monthly summary for your entire business. All the information is calculated for you so you can say goodbye to manually counting the number of clients you have or your total expenses each month!

Our software is designed to help you grow and run your fitness and wellbeing business, and we regularly release updates to offer more as the fitness industry changes.

Take a look at Striive today and start your free trial with 14-day access to all our features plus set-up support so you hit the ground running.

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