Tips & Tricks

Numbers crunching


In this article, you will find how you can read the data you can export from Eversports Manager.
  1. Which customers booked the most in my studio ?
  2. Which customers paid the most in my studio ? 
  3. Which customers do not have any active product or membership at the moment ? 
  4. Which customers have bought a trial product but did not buy any other products yet ?
  5. Where can I check the customers whose products will expire soon ?
  6. What is the average occupation of each of my activities

 


  • Please contact the support team and ask them for the export of all your bookings (do not forget to specify for which period you need it).
  • Open the export in Google Sheet or Excel.
  • Keep the columns: Booking state / Attended / Last name / First name / Email and delete the other ones. 
  • Select everything and click on the filter icon :


  • Filter the column “Booking state” > keep only “accepted”.
  • Filter the column “Attended” > keep only “yes(This way, you will only count the bookings for which the participants were ticked “present”. If you never check that box in the Manager, then you do not need to filter the column “Attended”.)
  • Once you have filtered it, copy everything and paste only the values in a new tab.


  • Select everything and click on the filter icon.
  • Sort the column “Email” from A to Z.


  • In a new column > second line > add the formula =COUNTIF(F:F, F2) 

F:F being the column with the emails 

F2 being the box with the first email address

  • Extend the formula over the entire column.
  • Sort this column from Z to A (this way, the clients with most bookings will appear first, you can also sort it from A to Z if you prefer).
  • Copy the column and paste only the values into a new column (you can call this new column “Total bookings” for instance).
  • The previous column can be deleted.
  • Now you need to remove duplicates. Select everything again and go to Data > Data Cleanup > Remove duplicates


  • Select only the column with email addresses :

  • ✅ It is done ! You can now see the total amount of booking per customer : 

 

  • Optional 1: you can delete the first tab :


  • Optional 2: you can verify the total bookings number for 1 or 2 customers : check the profile of one of the customers in the Manager > click on “Past visits” > verify the filters: they should match the period you exported and the filters you used in Google Sheet / Excel. 

The number on top should match the number in your “Total bookings” column (in our example it does not because we used a test account) : 

 

 





  • In your Manager, go to Financials > Reports > CSV EXPORT OF ALL INVOICES WITH PAYMENTS (do not forget to select the period in the top right corner) :

  • Open the export in Google sheet or Excel.
  • Keep the columns: Customer / Email / End price and delete the other ones.
  • Select everything and click on the filter icon.


  • Sort the column “Email” from A to Z :


  • If you see commas in the “End price” column, replace the commas by points (select the column > Edit > Find and replace) : 

     

     

  • In a new column > add the formula =SUMIF(B:B,B2,C:C)

B being the column with the emails 

B2 the first email box 

C the final price column

 

  • You can verify the formula by calculating the sum of the amounts in column “End price” for a customer : 

  • Extend the formula over the entire column.
  • Copy the column and paste only the values into a new column (you can call this new column “Total payments” for instance).

  • The previous column and the “End price” one can be deleted.
  • Select everything and click on the filter icon (so the new column is included in the filters).
  • Now you need to remove duplicates. Select everything again and go to Data > Data Cleanup > Remove duplicates :

  • Select only the column with email addresses :

  • Optional 1: Sort this column “Total payments” from Z to A (this way, the clients with most payments will appear first).
  • Optional 2: Set column to €


  • ✅ It is done ! You can now see the total amount of payments for each customer : 


  • Optional 3: you can verify the amount for 1 or 2 customers : check the profile of one of the customers in the Manager > click on “See all invoices” > verify the number that is shown in green at the top of the page. 

Note: the amount will match if you have done an export of the payments since your started with Eversports.

 

 


 

  • Open your Eversports Manager.
  • Go to Products > Analysis :



You will proceed to the following page. Here you will see all the memberships and services that have been purchased.

  • Please select the filter : Status > is > INACTIVE :



The screen will reload and refresh for you with all the members without an active service.

  • Click on the green button in the top right that says “Export activity & booking data” (you will get the excel file in a .CSV file) :


  • Open the export in Google sheet or Excel.
  • You need to remove duplicates. Select everything and go to Data > Data Cleanup > Remove duplicates : select the range of cells that has duplicate values you want to remove. Select Data > Remove Duplicates, and then under Columns, check or uncheck the columns where you want to remove the duplicates.

Tip: Remove any outlines or subtotals from your data before trying to remove duplicates.

  • ✅ It is done ! After this you should have a list with people who have inactive memberships or products.

 




  • In your Manager > go Products > Analysis > click on “Export activity & booking data” in the top right-hand corner :

  • Open the export in Google sheet or Excel.
  • Keep at least the columns: Name (of the product), Customer and Email. The other ones are optional. 
  • Select everything and click on the filter icon.
  • Filter the column “Email” from A to Z. 
  • Now you need to remove duplicates. Select everything again and go to Data > Data Cleanup > Remove duplicates
  • Select only the column with email addresses :

  • In the column “Name” > filter and keep only the trial product(s) :

  • It is done ! All the customers listed here have not bought another product than the trial one(s) 🙂

 




  • Open your Eversports Manager.
  • Go to Products > Analysis and use the following filters
    • Status : is : active
    • Valid until : if you want to know which product will expire by the end of the month for example, select Absolut : before : ../../....

 

 


This serves to compare your actual bookings per activity with the maximum number of participants possible for the same activity

  • Open your Eversports Manager
  • Go to the Activity Section and open the button “More” on the upper right side
  • Click on “Export activity & booking data”

  • Chose “Activity overview of all appointments”, set a time frame and download the file

  • Filter the column K (Status) to only show bookable appointments

  • Filter the column E (Title) from A-Z

  • Delete columns M (Activity group) & N (Archived) completely
  • Rename the following Columns:
    Column O: Occupation per appointment in %
    Column P: Occupation per activity in %
    Column Q: Overall Occupation of all activities

  • Enter the following formula in column O row 2 and copy it downwards until it changes to another activity
    =(F2*100)/H2


  • At the end of each activity block, please calculate the Average of all values from column O within that block

 

  • Please then calculate the average out of the above mentioned results

 

  • ✅ As a final result you should then see the following:

Column O: Percentage of the occupation for each single appointment
Column P: Percentage of the average occupation for that certain activity
Column Q: Percentage of the average occupation for all the activities