Read the packages report看懂配套报表
Every package sold in a date range, split into sign-ups, renewals, trials and referrals — and how to read the tiles without being misled.某段日期内售出的所有配套,分成新报名、续配套、试课与推荐奖励——以及怎么看这些数字才不会被误导。
这篇指南的正文目前只有英文版。标题、摘要与导览已翻译;内文仍在翻译中。
Packages lists every package your academy has issued in a date range, with a row of tiles above it. It answers *"how did we do this month, and who did it"*.
The four types
Every package is exactly one of these. Nothing is ever in two, and everything is in one:
| Type | What it is |
|---|---|
| Sign Up | The student's first real package. A new paying family |
| Top Up | A renewal. Any package after the first |
| Trial | A trial package, whatever it is called |
| Referral | A reward package earned by referring another family |
Paid, Free, or All
The button above the tiles decides what everything on the page counts.
- All — everything. This is where the page opens.
- Paid — sold for money. This is what the money tiles have always meant.
- Free — trials, referral rewards, and anything comped.
The first tile renames itself to match — *Packages*, *Packages Sold*, *Free Packages* — and carries a line underneath saying what the split is, so the tile and the table can never look like they disagree.
Reading it for the month
Three questions, in this order:
- Sign Up — is new business coming in?
- Top Up — are the families you already have renewing?
- Trial against Sign Up — how many trials turned into something.
The chart beside the tiles breaks sales down by consultant, which is the figure to put next to your commission run rather than in front of the whole team.
Where the numbers do not match
The Overview Dashboard counts differently and both are right. It only counts packages sold for money, so trials and referrals were never in its figures. This page starts by showing you everything.
If a total here does not match a report elsewhere, check the date range and the Paid/Free button before checking anything else. Nine times out of ten it is one of those two.
Related: Packages, credits and seats · Read the Overview Dashboard · How revenue is counted · Referral rewards.