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PM Daily Report

Macarthur DR OS · Approved workflow
Preview · Not Production Ready
PM Daily Report · v2 Preview · Full parity with production

Enter as you go · finish in your own time.

Every operational metric preserved. Payload identical to production. UX reorganised into tiles with sticky sub-headers, locked derived values, inline KPIs and dynamic coaching cues — nothing else changed.
Setup · required first
Not started
Progress · Today's PM Report
0%
Tile 1 of 5

Setup

StatusEnter region, club, date and staff to unlock the other tiles.
Location & identity
Tile 2 of 5

Sales

StatusLog today's joiners, channels, sources, activity and conversion chain.
1 · Today's joiners

Total, channel split, bring-backs

Declare the total, split by channel, count bring-backs. Sources break down next.
Total joiners todayDD only
↳ CW > top of screen > click "Sales: 0 (0)" > List View > (checkbox only)
How did they sign up?channel breakdown
Split today's joiners across the 3 signup channels. This locks B1 + Walk-in joined values downstream.
B1
Had booked appt
Walk-in
No appt, in club
Online
AF Web/App, no contact
Bring-backscurrent-month presentation, signed today
Anyone who signed up today that was presented to earlier in the current month and came back to sign. Important: bring-backs do NOT count as a new presentation today (we already presented to them).
2 · Joiner sources

Where today's joiners came from

Attribute each joiner to a source. Sources should sum to today's joiners.
Joiner sources0 of 0
Tap to add. Most days are 0. Sources should sum to today's joiners.
↳ Paid Marketing channel · tick all that apply
3 · Activity & other sales

Sales calls, leads & post-joiner sales

Calls + leads plus reactivations, renewals, premium.
Activity · calls + leads
Other sales tracking
4 · B1 Appointments

B1 chain · booked → showed → joined

↳ Front > Diary > Today's appointments
B1 = had a booked appointment AND signed up at the club. Joined value is locked from your upfront channel split.
Read left → right · Joined is your anchor; Booked + Showed flow from there
Joined (locked)
0
Booked
Showed
Walked out
0
—
—
C/A %
Target 30%
—
Show %
Target 65%
—
Close %
Target 85%
↳ Why did the B1 walk out? · tick all that apply
5 · Walk-ins

Walk-in chain · walk-ins → joined

Walk-in = no appointment, signed up in club. Joined value is locked from your upfront channel split.
Read left → right · Joined is your anchor; Walk-ins flow from there
Joined (locked)
0
Walk-ins
Walked out
0
—
—
Walk-in close %
Target 85%
↳ Why did the walk-in walk out? · tick all that apply
Tile 3 of 5

Leavers

StatusCapture leaver activity, reasons, how it was processed, and any feedback.
Leavers actual · month-to-datewhere the club sits today
Enter this first — it establishes where the club currently sits for the month before entering today's activity.
Leavers actual MTD Total leavers who have terminated so far this month
Today's activityrequests → saves → leavers
Track requests → saves → actual terminations. Forward-look at next month's leavers.
Requests
Saves
Leavers today
Save %
—
Target 50%
⊙Save target 50%—
↳ Cancel reasons · Select option or add "Other"
↳ Cancellation processed by · Select option below
↳ Feedback for the club · if feedback provided
Tile 4 of 5

Secondary Income

StatusLog any secondary income items sold today.
Items sold$0
↳ Other retail (backpacks, shakers, water bottles, pre-trainer satchels etc)
Tile 5 of 5

Review & Submit

StatusReview your entry and complete today's PM.
Complete

Today’s PM · complete

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Payload Diff Harness

Real-time · Production shape vs v2 Preview output
Wire payload (bridged · Apps Script compatible)
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Raw v2 payload (internal · new taxonomy)
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Waiting for input…
Endpoint: script.google.com/…/exec (shared with production)