Admin & Reports System Checklist📊 Admin & Reports System Checklist
Track Operations, Finance, HR, and Growth Metrics
1. Financial Tracking
- Daily sales tracker (cash, GCash, PayPal, card)
- Weekly expense reports (rent, salaries, tools)
- Monthly income vs expense summary (Net profit)
- Tax and compliance filing log (BIR, SSS, PhilHealth)
2. Attendance & Timesheets
- Daily logins/logouts (manual or time-tracking tool)
- Weekly shift attendance reports (excused/unexcused)
- Leave applications tracker (pending, approved, used)
- Instructor & team performance check-ins (notes or scorecard)
3. Client & Member Reports
- New sign-ups this week/month
- Active vs inactive clients
- Feedback reports or customer concerns log
- Churn report – cancellations and reasons
4. Marketing & Sales Reports
- Leads captured (email, calls, messages)
- Conversion rate (inquiry to sale)
- Top performing channels (social, referrals, ads)
- ROI per campaign or promo code
5. Inventory & Supplies
- Weekly stock check (merchandise, office/dance gear)
- Restock requests and budget approval log
- Tool and software licenses renewal calendar
- Digital assets (designs, videos, backups)
6. Staff Reports & Admin Tasks
- Weekly check-in report (what’s working, blockers)
- Instructor hours and payout report (per class/session)
- Staff concerns/issues log
- Training or policy updates broadcast tracker
7. Tools for Admin & Reports
- 📋 Google Sheets / Airtable – Report templates & dashboards
- 📆 Google Calendar – Deadlines & report reminders
- 📁 Google Drive – Organized folder system for reports
- 🧮 QuickBooks / Wave – Accounting and invoicing
- 🕒 Clockify / Toggl – Time tracking for teams