Episode Transcript
[00:00:03] Speaker A: Welcome back to the rec room, the AI Podcast from tractionrec, bringing you all the feature updates and news from our amazing team.
[00:00:10] Speaker B: Hey, everyone. I'm Maya Patel.
[00:00:11] Speaker A: And I'm Jordan Williams. Great to be back.
[00:00:13] Speaker B: Absolutely. So today we're diving into something that honestly comes up in almost every conversation we have with organizations.
[00:00:20] Speaker A: You got it. Reports and dashboards in Traction Rack.
[00:00:23] Speaker B: Yeah. It's consistently flagged as one of the most impactful parts of the platform. And. And for really good reason.
[00:00:30] Speaker A: Definitely. I mean, think about it. You're juggling dozens, maybe hundreds of programs, memberships, events. It's a lot.
[00:00:38] Speaker B: It is. And while your team is managing all that on the ground, leadership needs answers. Like, yesterday.
[00:00:43] Speaker A: Totally. Are we hitting our registration targets? How's revenue looking compared to last quarter? Which programs are really resonating?
[00:00:50] Speaker B: Exactly. And the problem we see so often, the real pain point, is that this.
[00:00:55] Speaker A: Data is just stuck, locked away in spreadsheets. Maybe different systems that don't talk to each other.
[00:01:01] Speaker B: Right. And getting answers means asking it, or maybe even bringing in outside help just for a basic report.
[00:01:06] Speaker A: It takes time, which is a huge bottleneck.
[00:01:09] Speaker B: Yeah.
[00:01:10] Speaker A: We need to stress this isn't just, you know, an admin headache. It really slows down decision making.
[00:01:15] Speaker B: That's the core of it. Reports and dashboards, when they work right, aren't just numbers on a screen.
[00:01:20] Speaker A: No, they're about confidence.
They empower you to make timely decisions.
[00:01:25] Speaker B: Decisions that directly benefit your members, your community. It's about being responsive.
[00:01:31] Speaker A: Okay, so let's talk about the traction wreck difference here. What makes it stand out from that old way of doing things?
[00:01:37] Speaker B: Well, the biggest thing, and this is fundamental, is that it's all native to Salesforce.
[00:01:41] Speaker A: Right. Not a separate tool bolted on the side. It's part of the platform.
[00:01:45] Speaker B: Exactly. So you're working with a single source of truth. No more trying to match up numbers from different places. It's all inherently consistent.
[00:01:52] Speaker A: And that leads right into probably my favorite part. It's self service.
[00:01:57] Speaker B: Yes. This is huge. Any staff member can get valuable insights. You don't need to be a data wizard.
[00:02:04] Speaker A: Like that aquatics director example we hear about. Instead of spending hours compiling class numbers, boom.
[00:02:10] Speaker B: They pull up a dashboard instantly see live registration trends, maybe compare year over year. Right there.
[00:02:17] Speaker A: That's the power of the real time data aspect, isn't it?
[00:02:20] Speaker B: Oh, absolutely. It's not just current. It fosters, like, proactive agility. You're not reacting to last month's news.
[00:02:26] Speaker A: Seeing what's happening now, and can actually anticipate demand.
[00:02:29] Speaker B: Precisely Imagine a cfo, maybe they're grabbing coffee. They pull out their phone and check detailed revenue broken down by program type.
[00:02:38] Speaker A: And they can drill down right click on a number and see the specifics behind it.
[00:02:41] Speaker B: Yep. See the individual transactions or program registrations that make up that total, that level of detail. Anytime, anywhere. Game changer.
[00:02:50] Speaker A: And making that easy are the configurable dashboards filtering by location, program type, date range. Just a few clicks.
[00:02:57] Speaker B: Right. But we also know folks are busy. They don't always have time to build everything from scratch, even though they can.
[00:03:03] Speaker A: Which brings us to the pre built reporting add on package.
[00:03:06] Speaker B: Yeah, this is super helpful. It's a package with, I think it's over 300 pre built reports and dashboards ready to go.
[00:03:13] Speaker A: Covers all the key finance programs, camps.
[00:03:18] Speaker B: Finance accounting program participation camp rosters, membership insights. It's all in there. Customizable of course, but it saves countless hours upfront.
[00:03:28] Speaker A: And the impact is real. We've heard stories.
[00:03:31] Speaker B: Oh yeah. Organizations literally cutting their monthly reporting time in half.
[00:03:36] Speaker A: Wow.
[00:03:36] Speaker B: There was one finance team that used to spend three weeks every quarter putting together board reports.
[00:03:41] Speaker A: Three weeks?
[00:03:42] Speaker B: Yeah. Now it's automated real time updates. The the board sees live data whenever they need it.
[00:03:48] Speaker A: That's incredible. And I remember hearing about staff using daily dashboards to track registration versus capacity.
[00:03:55] Speaker B: Yes. So they see a class filling up fast and they can proactively open a new session before people even hit a wait list.
[00:04:01] Speaker A: Think about the member experience there and the extra revenue. Potentially. It's about being smart and responsive.
[00:04:07] Speaker B: It really ties it all together. What this means for you, listening, is that reports and dashboards and TractionRec aren't some extra feature. They're core.
[00:04:15] Speaker A: Right. They're essential for seeing your growth, spotting opportunities, and honestly, for telling your story.
[00:04:20] Speaker B: Engaging your board, your funders with accurate, compelling data that shows your impact.
[00:04:27] Speaker A: It's all about empowering your staff, everyone on the team with the insights they need exactly when they need them.
[00:04:33] Speaker B: Bring them up from spreadsheet battles to do what they love. Serving the community.
[00:04:36] Speaker A: So maybe a final thought to leave you with. If your data could talk to you instantly and clearly every single day, what bold new thing would you try tomorrow?
[00:04:48] Speaker B: Love that question and we'd love to hear your thoughts. Please continue the conversation with us. Jump into the TractionRec customer Slack channel.
[00:04:55] Speaker A: Yeah. And if you need access, just reach out to our engagement team. They'll get you sorted.
[00:04:59] Speaker B: Or hey, start a thread on LinkedIn. Tag us. Let's talk about it.
[00:05:02] Speaker A: Our team is always here to connect, listen and learn together with you.
[00:05:07] Speaker B: Thanks so much for tuning into the rec room.
[00:05:08] Speaker A: We'll catch you next time.
