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.
This page and Billing now agree
They used to answer the same question differently, and nobody could tell which to believe. One rule now covers both, and the same rule feeds coach commission and the marketing sign-up figures:
- A sale belongs to the month on its invoice, not the day somebody keyed the row in. A package invoiced in January and topped up in August is counted once in each month, for that month's lines only — never whole in both.
- Figures are net of credit used, on both screens.
- A package shared between two branches has its value split between them, so the branch figures can no longer add up to more than the school.
The page opens on this month, all branches — the same starting point as Billing — so the two can be compared without changing a filter first, and it states underneath exactly what it is showing: packages invoiced in the period, net of credit used.
If a total still looks wrong, check the date range and the Paid/Free button before anything else.
Related: Packages, credits and seats · Read the Overview Dashboard · How revenue is counted · Referral rewards.