[ADD] Members: members analysis

closes odoo/documentation#10300

X-original-commit: 00e96e5635
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>

content/applications/sales/members.rst

@@ -1,3 +1,5 @@
+:show-content:
+
 =======
 Members
 =======
@@ -84,3 +86,8 @@ making any necessary changes to the page, click :guilabel:`Save`. At the top of
 :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position.
 
 Repeat these steps for all desired members.
+
+.. toctree::
+   :titlesonly:
+
+   members/members_analysis

content/applications/sales/members/members_analysis.rst

@@ -0,0 +1,55 @@
+================
+Members analysis
+================
+
+.. |caret| replace:: :icon:`fa-caret-down` :guilabel:`(down)` icon
+.. |pivot| replace:: :icon:`oi-view-pivot` :guilabel:`(pivot)` icon
+.. |list| replace:: :icon:`oi-view-list` :guilabel:`(list)` icon
+
+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 :menuselection:`Members app --> Reporting`.
+
+Navigate the report
+===================
+
+The default *Members Analysis* report displays a bar chart, measuring the :guilabel:`Quantity` of
+memberships against the amount of :guilabel:`Revenue Done`. The data is grouped by the assigned
+salesperson, then by the month the membership begins.
+
+.. image:: members_analysis/example-report.png
+   :align: center
+   :alt: A sample of the members analysis report.
+
+Additional :ref:`Group By <search/group>` options include the following:
+
+- :guilabel:`Salesperson`: the internal user in charge of the contact. This information is managed
+  in the *Salesperson* field on the *Sales & Purchase* tab on the contact's record.
+- :guilabel:`Associated Partner`: the contact listed as the *Associated Member* on the *Membership*
+  tab on the contact's record.
+- :guilabel:`Membership Product`: the type of membership assigned to a contact. This includes both
+  purchased memberships and free memberships.
+- :guilabel:`Current Membership State`: the status of the membership.
+- :guilabel:`Company`: the company the membership is purchased through. This option only appears in
+  multi-company databases.
+- :guilabel:`Month`: the month the membership began.
+
+View results
+============
+
+Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph view. Then, click the
+corresponding icon at the top of the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar
+chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie
+chart)`.
+
+Click the |pivot| to change to the pivot view.
+
+.. tip::
+   The :ref:`pivot view <reporting/using-pivot>` 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.
+
+.. seealso::
+   - :ref:`search/custom-filters`
+   - :ref:`search/favorites`