Overview
The membership summary report gives you insight into all of your membership plans and their usage. Learn about how many clients are active per membership, how many have churned, and more.
Default Metrics
Metric | Definition |
# Memberships Active | The # of memberships activated during this period. |
# Memberships Canceled | The # of memberships canceled during this period. |
# Memberships New | The # of memberships that are new in this period. |
# Memberships Churned | Ending # of memberships that canceled or became past due over this period. |
Membership Name | The name of the membership |
# Clients Active | The number of clients active on the membership |
# Clients New | The # of clients that are new in this period. |
# Clients Churned | Ending # of clients that have churned over this period. |
# Clients Canceled | The number of clients who have canceled the membership |
New Membership Sales | New membership sales during this period. |
Starting # of Clients | Starting # of clients active or paused. |
Starting # Memberships | Starting # of memberships active or paused. |
Recurring Membership Sales | Recurring membership sales during this period. |
Secondary Metrics
Metric | Definition |
Client Churn % | The % of clients who have canceled the membership and were active in the previous recurring period. |
Client Retention % | The % of clients who are active on this membership that were active in the previous recurring period. |
# Clients Past Due | The number of clients past due on the membership. |
# Clients Paused | The number of clients who have paused the membership. |
# Clients Retained | Ending # of clients that have been retained over this period. |
# Memberships Past Due | The # of memberships moved to past due during this period. |
# Memberships Paused | The # of memberships paused during this period. |
# Memberships Retained | Ending # of membership that continue to be active or paused over this period. |
Membership ID | The ID of the membership |
Membership Plan State | The state of the membership plan, active or inactive |
Location Name | The location where the membership was purchased |
Total Membership Sales | Total membership sales during this period. |
Customization Options
It's recommended to group by the following measures:
Location name
Membership name
Membership plan state