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 .
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.
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.
小技巧
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.