Find revenue generated by members: recommended workflowLast updated on 02/11/2022
This article explains how to build a report to find revenue generated by customers who were members at the time of the job but may no longer be members.
Things to know
The Membership Summary report and Active Member report show information about active members. For historical information about customers who were members at the time but may no longer be members we r
Build the report
Write out workflow in instruction form/steps:
Create a report using the Business Unit Performance report template
Include the Job Completion Percent from Members KPI
Run the report
Export the data to Excel
Click in to the Job Completion Percent from Members KPI for the Business Unit
Export the drilldown
Repeat steps 1-2 for each Business Unit
Compile all data into Excel, so you have it for all Business Units
Filter “member status” does not equal inactive “not a member”> sum up the “Revenue” column
This will show the revenue from customers who were a member within the report date range.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.