In business, trends are always changing. 🔀
Information rapidly flows through systems and databases. Data fuels decision-making (or it should, at least). Putting your finger on patterns and trends from performance data can be frustrating. So, how can you keep up?
One thing about the LineLeader Enroll that we love is how it automates simple tasks. Something like blasting out an email for your childcare centers to prospective parents is very doable. Plus, the platform tracks all the metrics that matter - like which families are responding to your communications and where each lead source came from.
Let's dive into exactly how to use our intuitive platform for simple reporting. 📊
Table of Contents
- 1) Make Sure Your Data is Solid
- 2) Set Yourself Up For Success
- 3) Pick Smart Numbers, But Keep an Eye On The Others
- 4) Wait and Review!
- Trend Tracking Really Matters
Marketing Reports: Tips for Tracking Metrics That Matter
With LineLeader by ChildcareCRM, you can easily start the journey toward nailing down your trends in 4 easy steps.
Explore an easy-to-use platform that helps you track business performance. ✅
1) Make Sure Your Data is Solid
You don’t want to start building a house on a cracked foundation. In order to track your trends in LineLeader, you need to double-check that:
- Data is being entered correctly: Reports are only as good as the numbers you input into them. If they are flawed, your reporting will also be flawed. And these are the metrics that matter to your business.
- Pieces of the puzzle are not missing: Make sure things like your Lead Sources are accurate, especially if your lead came from a digital source. For example: If you want to see if there is a trend in where your sources are coming from, you’ll need to ensure you've correctly set up tracking for all your lead sources. Holistically analyzing reporting metrics helps you understand what's working and what's not.
2) Set Yourself Up For Success
Once you’ve got your list made and have ensured your data is clean, then it’s time to get a baseline that you can use to grow in the future.
- Determine how often you want to run reports: This is very important because in trend tracking you want to have consistent reports so you can compare them. If you have a quarterly report to compare to a weekly one, you might as well be comparing apples to oranges.
- Schedule the reports to run on that time increment: We get it. You’re busy. One great feature of LineLeader Enroll is the option to schedule your reports so you don’t have to! #SaveYourStickyNotes
3) Pick Smart Numbers, But Keep an Eye On The Others
The purpose of tracking metrics that matter is to get action-oriented insight from your data. If you have an idea of what to look for in terms of numbers or metrics, then feel free to breeze through this step. But make sure that you don’t get tunnel vision. Part of looking for trends is having an open mind to see what the data is telling you, not what you want to see.
Make sure to also take note of anything that seems interesting that you may want to look at in the future. Was there an email campaign that outperformed the others? Was a certain week more tour-heavy than others? Document these notes in your platform.
4) Wait and Review!
You’ve waited and waited.
Get your reports out and compare them. Are there things you notice? Are there obvious trends emerging? Remember a trend, according to Google’s dictionary is, “A general direction in which something is developing or changing”.
So, ask yourself:
- What’s developing? Have your tours been picking up more over the last few weeks? Is a certain group in your mass group emails more responsive than another? Is all that work on Social Media starting to pick up?
- Is something changing in the metrics that matter? Are those community events not as effective as you thought they were? Do you have certain staff members with more successful tour conversion rates compared to a month ago?
- Are there any obvious general movements you can map? Are you consistently getting more responses out of one email than another? Is your social media starting to generate more interest than the last time you ran the report?
Trend Tracking Really Matters
Good trend tracking is being able to come at things openly and objectively. If something new is emerging or something unexpected is happening, don’t hesitate to dig into it!
Explore more information on how LineLeader can help you track your business trends, give us a shout! 🗣️
