How to Track Product Insights and Performance Using Reports

How to Track Product Insights and Performance Using Reports
Estimated Reading Time: 3 minutes
Applies to: All Plans

Quick Summary

Trainin provides product reports that help you analyze how your Products, Memberships, and Credit Packs are performing. These reports allow you to track active, new, and ended products over a selected timeframe.

Why This Matters

Understanding which products are performing well helps you make better business decisions. By analyzing product data, you can identify popular offers, monitor trends, and adjust your product strategy based on actual client behavior.

Step by Step Instructions

Step 1: Open the reporting section
– This section provides insights into client activity, products, and financial performance.

Step 2: View active products: Reporting > Clients > Active products
– This report shows all products currently active for your clients and the number of clients using each product.

Step 3: Track new products within a selected timeframe: Reporting > Clients > New products
– This report shows products that started during the selected period, helping you analyze recent sales.

Step 4: Review products that have ended: Reporting > Clients > Products ended
– This report shows which products have expired or ended within the selected timeframe.

Step 5: Adjust the reporting timeframe: Use the date filter at the top of the report
– This allows you to analyze product performance for a specific period such as a week, month, or custom timeframe.

Best Practice

Review your product reports regularly to understand which Products, Memberships, or Credit Packs are most popular and which ones may need adjustment.
– Review product performance in Reporting
– Adjust your offers in Products based on client demand
– Track financial performance in Finances > Sales

Pro Tips

• Use the Active products report to quickly see which products generate the most ongoing engagement.

• Use the New products report to evaluate the impact of new offers or promotions.

• Use the Products ended report to monitor product churn and identify opportunities to improve retention.

Common Questions

What does the Active products report show?
– It shows how many active products are currently assigned to clients and how many unique clients are using each product.

Can I analyze product performance over time?
– Yes. By adjusting the date filter in the Reporting section, you can analyze product activity over a selected timeframe.

Does the report include all product types?
– Yes. The reports include Products, Memberships, and Credit Packs, giving you a complete overview of your product performance.

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