Adventure Pass commission report

[griebelr]

Commission reporting is divided into these marketing and sales channels:

1. Call Center Agents Free Dealer Passes - where Program = DEALER, exclude where Participant = 'TRADE SHOW WINNERS'
2. Call Center Agents Paid Pass Sales - where Program = ADVENTURE PASS and campaign tag ID = 65e9d868af6f340c8b6a90cc
3. Frontline Sales Exit Option - where Program = ADVENTURE PASS and campaign tag ID = 656a0383585d8c23eeed8688
4. Adventure Host Sales - where Program = ADVENTURE PASS and campaign tag ID = 6633e8582d4cc85b883e6b49

Create a raw data export in Excel that will allow pivot tables. The raw data will only include activated Adventure Passes where a member number exists. BUT the report is not based on activation date.

Raw data columns to support each pivot. All data in the raw file are calculated as BOB.

• [ ] Corp Week (of activity)
• [ ] Channel - reporting groups defined above
• [ ] AP Member Number
• [ ] AP Member Name
• [ ] AP Phone Number
• [ ] Activation Date
• [ ] Purchase Price
• [ ] Discounts Applied
• [ ] Coast to Coast Added (flag for CTC or Y/N)
• [ ] Payment Term
• [ ] Payment Amount
• [ ] Number of Transactions
• [ ] Membership Status
• [ ] Reservation

Ability to generate report by date range. Date range will apply to any activity in that date range - activations, sales, reservations.

We will need a separate cancellation tab, like the one we included in the Campion OPC invoices. This will include any past AP memberships that were canceled in the current date range / corp week.

[griebelr]

Pivot tables will be:

1. Call Center Agent Free Pass Activations - count of passes activated by activation date corp week and agent
2. Call Center Agent Reservations - count of members with first reservation made by created date corp week and agent
3. Call Center Agent Paid Pass Sales - count of paid passes sold by purchase date corp week and agent
4. Frontline Exit Option Sales - count of passes sold as Frontline Exit Options by purchase date corp week and sales agent
5. Adventure Host Sales - count of passes sold by Adventure Hosts by purchase date corp week and Adventure Host sales agent