Membership Analytics
Private tool for membership director
Import Sales Data
Expected columns: Member Number, First Name, Last Name, Category, Dues, Start Date, Resign Date
Import Resignations Data
Expected columns: Member No., First Name, Last Name, Category, Date Requested, Effective Date
Import Active Members (from ClubEssentials)
Upload the active members CSV pulled from ClubEssentials. This is the source of truth for who is currently a member. The snapshot date is set to today (the upload date). Each upload is preserved as a historical record.
Expected columns: Membership Number, MembershipType, Membership Begins, First Name, Last Name
Review Active Members Snapshot
New in CSV, not in sales records
Member numbers in this snapshot that aren't in your imported sales data. Possible data gap on the sales side.
In sales but missing from CSV
Members marked ACTIVE in your sales data but not in this CSV. Likely resigned, review and log via the Resignations tab.
Add Resignation
Resignations List
| Member # | Last Name | First Name | Type | Request Date | Resignation Date | |
|---|---|---|---|---|---|---|
| No resignations loaded | ||||||
Sales List
| Member # | Last Name | First Name | Type | Monthly Dues | Start Date | Resign Date | Status | |
|---|---|---|---|---|---|---|---|---|
| No sales data loaded | ||||||||
Revenue Breakdown
By Membership Type
By Year
Per-Member Revenue Detail
| Member # | Last Name | First Name | Type | Monthly Dues | Start Date | End Date | Months | Total Paid |
|---|---|---|---|---|---|---|---|---|
| No revenue data loaded | ||||||||