The Membership Breakdown table (and piechart) explores memberships in order to discover insights into membership revenue and membership composition. A toggle on the chart will switch the view of the table and pie chart from category down to pricing option.
Before you continue reading...
- If the organization uses paying logic for counting members, then the breakdown is available for all time. In other case, it shows data only for last 36 month.
- Permission access needed are both 'Membership Breakdown Chart' and 'Number Of Active Members Chart.'
Filters:
- Status Type:
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Group by:
- Membership Type: Changes aggregation of membership to the ClubReady membership type.
- Revenue Category: Changes aggregation of memberships from pricing option to revenue category.
- Membership: Changes aggregation of membership to the package, but please note this is not by the agreement name.
- Include/Exclude $0 Sales Button: (Yes or No) This filter can exclude or include $0 sales from the average membership calculation. When toggled on, total revenue will only be divided by paying members. When toggled off, the paying members column and avg. per member rawdataview don’t include members with $0 sales.
Status Type: Active
Description for Columns:
Active: Excludes frozen members but includes paying and non-paying members.
Paying: All non-frozen members that are paying. Excludes members who are not paying due to delinquency or due to receiving a free membership.
Freeze Fees are not structurally part of an agreement, therefore a freeze fee payment will not categorize a member as 'Paying.'Non-Paying: Members that do not have a payment during the last payment duration time period according to their agreement. For example, if a member is required to make a payment every 30 days according to their agreement and there is no payment in the last 30 days, the member will be counted as a non-paying member.
Non-paying members can include members whose last payment was declined.
When members transition from freeze status, they typically shift to 'Non-Paying' unless they make a payment on the same day the status change.
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Past Dues: Of the Non-Paying members, this will highlight those that are Non-Paying due to past dues.
This data is only available for the current date selected; historical data is not saved in ClubReady to display.
Frozen: Current count of members with frozen status.
Revenue: The revenue column shows how much you earn per member (excluding frozen members) based on their last payment on the pricing option. More specifically, the duration of the membership pricing option is used as a reference to how long it should look back for the last purchase. For example, if the duration of a membership is 30 days based on the last pricing option purchased, the column looks 30 days back to find this purchase and adds it to the revenue column of the table.
Avg. Revenue Per Paying: Total revenue of the paying members.
- Revenue %: The percentage of sales attributed to membership type.
- Members %: Correlates with the piechart, the percentage of members based by membership type.
Status Type: New
Description for Columns:
- New MTD: New + Rejoin members, the date range will include the 1st through desired end-date.
- Revenue: The revenue column shows how much you earn per member (excluding frozen members) based on their last payment on the pricing option. More specifically, the duration of the membership pricing option is used as a reference to how long it should look back for the last purchase. For example, if the duration of a membership is 30 days based on the last pricing option purchased, the column looks 30 days back to find this purchase and adds it to the revenue column of the table.
- Avg. Rev Per New: Total revenue collected of new MTD members; total revenue divided by the number of new MTD members.
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Avg. Rev Per EFT: The total revenue collected from new EFT (evergreen, recurring, auto-renewing) membership sales; total revenue divided by the number of new MTD members.
- Note: Discounting and manual input can vary from brand-to-brand. The following is how iKizmet will calculate your averages: The calculation looks at the second invoice in the series (of scheduled auto drafts). Reason being, the first invoice could be discounted, created ad a setup fee, or waived (100% discount) which would result in issues with the calculating. If there isn't a second invoice, iKizmet will then look at the agreement's data to determine the count of the invoice. All revenue from the second invoice isn the series is included in the EFT calculation, even if it was refunded or returned.
- Revenue %: The percentage of sales attributed to membership type.
- Members %: Correlates with the piechart, the percentage of members based by membership type.