diff --git a/content/applications/sales/members.rst b/content/applications/sales/members.rst index 1c5abe666..7875a6bc9 100644 --- a/content/applications/sales/members.rst +++ b/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 At the top of :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position.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 diff --git a/content/applications/sales/members/members_analysis.rst b/content/applications/sales/members/members_analysis.rst new file mode 100644 index 000000000..0a14a4247 --- /dev/null +++ b/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 ` 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 ` 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` diff --git a/content/applications/sales/members/members_analysis/example-report.png b/content/applications/sales/members/members_analysis/example-report.png new file mode 100644 index 000000000..d2df2873c Binary files /dev/null and b/content/applications/sales/members/members_analysis/example-report.png differ