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.
screenshot: sales-members-analysis-report- menu
- Members ‣ Reporting ‣ Members
- shows
- The Members Analysis report in graph view, grouped by membership product, with the search bar showing the default filters.
- highlight
- No highlight; the report is the subject.
- data
- Two membership products with several members each.
- module
- membership
- notes
- English UI, light theme, 1440px width, crop to the search bar and the chart.
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.
