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Membership Sales Report

This report is available to participants in the Membership & Package builder Beta test.

Training BLVD avatar
Written by Training BLVD
Updated over 2 weeks ago

Overview

The membership sales report provides total, new, and recurring membership sales by order including count, dollar amount, and tax.

Default Metrics

Metric

Definition

Membership Name

the name of the membership

Membership Tax

tax collected from all membership sales

Gross New Membership Sales

new membership sales before discounts, offers, or refunds

Gross Recurring Membership Sales

recurring membership sales before discounts

Gross Total Membership Sales

total membership sales before discounts, offers, or refunds

Net New Membership Sales

new membership sales after adjustments, discounts or offers are applied

Net Recurring Membership Sales

recurring membership sales after adjustments, discounts, or offers are applied

Net Total Membership Sales

total membership sales after adjustments, discounts or offers are applied

New Memberships Count

the number of new memberships sold

Recurring Memberships Count

the number of recurring memberships billed

Sales Channel

If the membership was purchased in-store or online

Total Memberships Count

the number of active memberships

Customization Options

It's recommended to group by the following measures:

  • Client Name

  • Referral Source

  • Location

  • Sale Date

  • Membership Category Name

  • Membership Name

  • Merchant

  • Operator Name

  • Order #

  • Staff Name

  • Staff Role

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