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Members analysis¶

Members analysis

The Members Analysis report provides a detailed overview of all memberships sold and managed within the Members application.

To access the Memberships Analysis report, navigate to Members app ‣ Reporting.

Navigate the report

The default Members Analysis report displays a bar chart, measuring the Quantity of memberships against the amount of Revenue Done. The data is grouped by the assigned salesperson, then by the month the membership begins.

A sample of the members analysis report.

Additional Group By options include the following:

  • Salesperson: the internal user in charge of the contact. This information is managed in the Salesperson field on the Sales & Purchase tab on the contact’s record.

  • Associated Partner: the contact listed as the Associated Member on the Membership tab on the contact’s record.

  • Membership Product: the type of membership assigned to a contact. This includes both purchased memberships and free memberships.

  • Current Membership State: the status of the membership.

  • Company: the company the membership is purchased through. This option only appears in multi-company databases.

  • Month: the month the membership began.

View results

Click the (graph) icon to change to graph view. Then, click the corresponding icon at the top of the report to switch to a (bar chart), (line chart), or (pie chart).

Click the (pivot) icon to change to the pivot view.

Tip

The pivot view can be used to view and analyze data in a more in-depth manner. Multiple measures can be selected, and data can be viewed by month, and by opportunity stage.

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