Membership Analytics provides a twelve month view of membership performance and can be downloaded for reporting and presentations.
Select Membership Products to Analyse
Open the Products to Include box.
Leave the default selection (All Membership Products) or remove it to select specific products from the dropdown list.
The Analytics display updates automatically based on your selection.
Understand the Analytics Table
The Membership Analytics table shows 12 months of data in a clear, month-by-month format.
Data is calculated in two categories: Counts and Amounts.
Counts Calculations
Opening:
The number of active memberships at the start of the month.Joiners:
The number of new memberships added during the month.Leavers:
The number of memberships cancelled during the month.Closing:
Opening + Joiners – Leavers.Net Gain/Loss (Count):
Joiners – Leavers.
Amounts Calculations
Opening:
(Amount × frequency for memberships active at the start of the month) minus cancelled memberships.Joiners:
(Amount × frequency) for new active memberships added during the month.Leavers:
(Amount × frequency) for memberships cancelled during the month.Closing:
Opening + Joiners – Leavers.Net Gain/Loss £:
(Amount × frequency of Joiners) – Leavers.Net Gain/Loss %:
(Net gain/loss ÷ Closing) × 100.
Memberships analytics for a Dashboard tile
The analytical data for Memberships above can not be replicated within a List due to the calculations used. However, you could opt to create a custom dashboard within an external tool, such as Excel or PowerBi, using the OData connection and some formulas.