AQ210: Missed Opportunities

The AQ210 displays missed opportunities created within the date range, including the date and time of the missed opportunity, the service, reason for the missed opportunity, and more.

Tip: Run the AQ210 weekly to determine if you are losing business through not being able to book clients.

What is a "visit" in this report?

This report follows our usual standard for what constitutes a visit: a visit occurs when a client is rung up for at least one service on a transaction. It is not necessary for the service to have been booked before it was rung up. 

Report definitions

Click here for details on each of the fields that appear in the AQ210 report.Click here for details on each of the fields that appear in the AQ210 report.

  • Client: The client for whom the missed opportunity was logged.
  • Phone Number: Client's primary phone number.
  • Date & Time of Missed Opportunity: The date and time of the missed opportunity according to what was filled out in the missed opportunity form. If the Missed Opportunity included a note, that note begins in this column as well.
  • Created By: User who created the missed opportunity.
  • Employee: The employee who was selected in the missed opportunity form.
  • Service: The service that was selected in the missed opportunity form.
  • Reason: The reason that was selected in the missed opportunity form.
  • Last Visit: The client's most recent visit to the business. 
  • FOV: The frequency of visit configured for the service that was selected in the missed opportunity form.
  • Service Next Appt. Date : The client's next appointment, if any.
  • Price: The price of the service that was selected in the missed opportunity form. This reflects any employee-specific pricing.
  • Clients w/ Missed Opportunities: The total number of clients who were logged as missed opportunities.
  • Services Missed: The total number of services that were logged as missed opportunities.
  • Revenue Lost: The sum of all missed opportunity service prices.

Setting up the AQ210 report

  1. Type AQ210 in the Convobar, or go to Meevo > Reports > Appointments, and then select the AQ210 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

  1. Sort Report By:
  • Client Name: Sorts by client last name in descending alphabetical order.
  • Created By: Sorts by the employee who created the missed opportunity.
  • Missed Opportunity Reason: Sorts by the reason for the missed opportunity.
  • Missed Opportunity for: Sorts by the employee who was unable to be booked (the event that resulted in the missed opportunity).

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.