Overview
Understand how well your staff are retaining their clients on a membership. The membership staff retention report provides the retention rate of clients on membership plans per staff member.
Default Metrics
Metric | Definition |
Location Name | The location where the membership was sold |
Staff Name | The staff member who sold the membership |
Paused % | The percentage of memberships paused in the time period selected |
Canceled % | The percentage of memberships canceled in the time period selected |
Active % | The percentage of memberships activated in the time period selected |
Past Due % | The percentage of memberships who had failed payments in the period selected |
Membership Conversion Rate | The % of time a client purchased a membership after receiving a service from the staff member |
Membership Client LTV | Total amount paid by the client on any products, services, memberships, and packages while the membership was active |
Secondary Metrics
Metric | Definition |
Active Membership Count | The number of active memberships on the last day of the time period selected |
Canceled Membership Count | The number of canceled memberships on the last day of the time period selected |
Membership Client Count | The total number of clients, across all states for the membership on the last day of the time period selected |
Past Due Membership Count | The number of past due memberships on the last day of the time period selected |
Paused Membership Count | The number of paused memberships on the last day of the time period selected |
Customization Options
It's recommended to group by the following measures:
Location name
Staff name
Membership name