Table of Contents
How to Access the Membership Dashboard
Locate the Reports section in the top navigation toolbar. Click Reports, hover over Insights Hub, and select Memberships. This dashboard surfaces key metrics related to membership performance, revenue, and retention.
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Overview
The Membership Dashboard provides a complete view of how your membership program is performing. Use this dashboard to track membership sales, understand member value, monitor retention, and proactively manage upcoming cancellations so you can grow recurring revenue and strengthen long-term patient relationships.
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Dashboard Controls & Navigation
At the top of the Membership Dashboard, you’ll find your global dashboard controls.
Using the funnel icon, you can filter the dashboard by:
Location
Membership type
Date range
The membership type filter allows you to segment your data by:
New memberships
Existing memberships
NA (memberships that do not fall into a defined category)
This makes it easy to isolate acquisition performance versus ongoing member activity.
The export icon, shown as an up arrow, allows you to export the full dashboard as a PowerPoint or PDF, making it easy to share insights with owners, managers, or marketing teams.
You’ll also see the date and time of the last update, indicating when the dashboard was most recently refreshed. Membership dashboards update automatically every few hours.
Widget-Level Filtering, Exporting & Drilldowns
Each widget within the Membership Dashboard can be filtered and exported individually.
On every widget, you’ll see:
An expand arrow to open the widget view
A funnel icon for widget-level filtering
A table icon to display the data in table format
An ellipsis menu with export options
When exporting an individual widget, you can choose from:
CSV
Print
PowerPoint
Excel
You can also click directly on metrics to drill down by location or employee, allowing you to understand which where memberships are being sold and managed.
Year-Over-Year Performance Indicators
Some widgets include a percentage with an upward or downward arrow.
This represents a year-over-year comparison for that metric. The comparison dynamically adjusts based on the date range selected.
For example, when filtering to this month, the comparison reflects this month versus the same month last year, helping you quickly evaluate growth or decline in membership performance.
More information on how to use the dashboard controls:
Section-Specific Metric Overview
Membership Summary Metrics
At the top of the dashboard, you’ll see your core membership KPIs:
Active Memberships: A membership is considered active until it is marked inactive or canceled
New Memberships Sold: The number of new memberships created during the selected timeframe
Canceled Memberships: The number of memberships canceled during the selected timeframe
Membership Revenue shows the total amount paid in membership fees.
New Membership Revenue reflects the total amount paid in membership fees specifically by new members—helping you measure acquisition-driven revenue.
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Membership Revenue & Spend Insights
The Membership Revenue Over Time widget displays membership fee revenue distributed across the selected timeframe, allowing you to identify trends and seasonality.
Average Total Spend by Membership Type shows the average spend per member, broken out by membership type. This calculation is based on unique membership programs, meaning it reflects the total revenue generated per member rather than per transaction.
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Membership Lifecycle & Retention
The Memberships to Expire in 60 Days widget highlights memberships with an upcoming end date in the next 60 days.
Clicking into this widget allows you to drill down to the client level, making it easy to identify which memberships are approaching expiration and take proactive retention actions.
Below this, you’ll see the Average Length of Membership, displayed in days. This metric helps you understand overall membership longevity and retention trends.
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Revenue & Spend Comparison
The Revenue by Membership Type widget shows revenue generated from membership dues and recurring membership fees, broken out by membership type.
The Member vs Non-Member Average Spend Over Time widget compares how much members spend versus non-members over the selected timeframe. This highlights the financial impact and value of your membership program.
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Membership Health Indicators
Toward the bottom of the dashboard, you’ll see:
Active Memberships by Membership Type
Cancellations by Membership Type
These widgets provide a clear view of which membership offerings are performing well and where churn may be occurring, helping guide pricing, benefits, and retention strategies.
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FILTERS - ALL DASHBOARDS
Filter
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Expected Behavior
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Current -> This Week
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Data will show current week, Sunday-Saturday
ex. If today’s date is a Friday, this filter would show data from the most recent Sunday to Friday
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Current -> This Month
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Data will show from all days in the current calendar month
ex. If today’s date is in January, this filter would show data from January
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Current -> This Quarter
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Data will show from all days in the current calendar quarter
ex. If today’s date is in Q2, this filter would show data from Q2
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Current -> This Year
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Data will show from all days in the current calendar year
ex. If today’s date is in 2026, this filter would show data from 2026
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To Date -> Week-to-Date
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Data will show from previous Sunday to current day
ex. If today’s date is a Thursday, this filter would show data from the current Sunday to Thursday
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To Date -> Month-to-Date
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Data will show from first day of the current calendar month to the current day
ex. If today’s date is the 15th of the month, this filter would show data from the 1st of the month to the 15th
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To Date -> Quarter-to-Date
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Data will show from first day of the current calendar quarter to the current day
ex. If today’s date is in January, this filter would show data from January
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To Date -> Year-to-Date
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Data will show from first day of the current calendar year to the current day
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Previous -> Previous Week
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Data will show from the previous week Sunday to Saturday
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Previous -> Previous Month
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Data will show from the previous calendar month
ex. If today’s date is in January, this filter would show data from December
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Previous -> Previous Quarter
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Data will show from the previous calendar quarter
ex. If today’s date is in Q2, this filter would show data from Q1
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Previous -> Previous Year
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Data will show from the previous calendar year
ex. If today’s date is in 2026, this filter would show data from 2025
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Next -> Next Week
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Data will show from the upcoming Sunday to the following Saturday
ex. If today’s date is a Thursday, data show from the upcoming Sunday to the following Saturday
Note: Phase 1 foundational dashboards do not respond to this filter
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Next -> Next Month
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Data will show from all days of the next calendar month
ex. If today’s date is in January, this filter would show data from February
Note: Phase 1 foundational dashboards do not respond to this filter
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Next -> Next Quarter
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Data will show from all days of the next calendar quarter
ex. If today’s date is in Q1, this filter would show data from Q2
Note: Phase 1 foundational dashboards do not respond to this filter
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Next -> Next Year
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Data will show from all days of the next calendar year
ex. If today’s date is in 2025, this filter would show data from 2026
Note: Phase 1 foundational dashboards do not respond to this filter
|
Last -> Last Hour
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Data will show starting from the current hour to as many hours as selected back
ex. If “Last 3 Hours” is filtered, data will show for the current hour and the 2 hours prior, if “Last 1 Hour” is filtered, data will show for the current hour
NOTE: currently the dashboards update every few hours, so this filter is not recommended at the current refresh cadence
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Last -> Last Day
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Data will show starting from the current day to as many days as selected back
ex. If “Last 3 Days” is filtered, data will show for the current day and the 2 days prior, if “Last 1 Day” is filtered, data will show for the current day
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Last -> Last Week
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Data will show starting from the current week to as many weeks as selected back
ex. If “Last 3 Weeks” is filtered, data will show for the current week and the 2 weeks prior, if “Last 1 Week” is filtered, data will show for the current week
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Last -> Last Month
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Data will show starting from the current month to as many months as selected back
ex. If “Last 3 Months” is filtered, data will show for the current month and the 2 months prior, if “Last 1 Month” is filtered, data will show for the current month
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Last -> Last Quarter
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Data will show starting from the current quarter to as many quarter as selected back
ex. If “Last 3 Quarters” is filtered, data will show for the current quarter and the 2 quarters prior, if “Last 1 Quarter” is filtered, data will show for the current quarter
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Last -> Last Year
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Data will show starting from the current year to as many years as selected back
ex. If “Last 3 Years” is filtered, data will show for the current year and the 2 years prior, if “Last 1 Year” is filtered, data will show for the current year
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MEMBERSHIPS DASHBOARD
KPI
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Calculation
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Active Memberships
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Total unique members with an active membership (i.e. have not cancelled their membership)
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New Memberships
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Count of unique members with a membership start date within the selected time period
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Cancelled Memberships
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Total unique members that have cancelled their membership
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Membership Revenue
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Sum of membership dues attributed to all members
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New Membership Revenue
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Sum of membership dues attributed to new members
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Membership Revenue Over Time
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Total value attributed to membership dues over time
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Average Total Spend by Membership Type
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Total sale / count of unique customers, shown by type of membership
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Memberships to Expire in 60 Days
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Count of members whose memberships have an end date within the next 60 days
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Revenue by Membership Type
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Total value attributed to membership dues, shown by type of membership
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Average Length of Membership
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Average of the difference between last membership billing date and the member’s first membership “Sold On” date, shown in days
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Member vs. Non-Member Average Spend Over Time
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Total sale / count of unique customers, shown by member vs. non-member status
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Active Members by Membership Type
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Count of unique customers with an active membership, shown by type of membership
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Cancellations by Membership Type
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Count of unique customers with a cancelled membership, shown by type of membership
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