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.

Xem kết quả

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.

Mẹo

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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