会员分析¶

会员分析 报告详细概述了 会员 应用程序中销售和管理的所有会员资格。

要访问 会员分析 报告，请导航至 会员应用程序 ‣ 报告。

浏览报告¶

默认的 会员分析 报告显示一个条形图，用于衡量 完成收入 的 会员数量。数据按指定的销售人员分组，然后按会员资格开始的月份分组。

其他 分组方式 选项包括以下内容：

• 销售人员：负责联系人的内部用户。此信息在联系人记录的 销售和采购 选项卡上的 销售人员 字段中进行管理。

• Associated Partner: the contact listed as the Associated Member on the Membership tab on the contact’s record.

• Membership Product: the type of membership assigned to a contact. This includes both purchased memberships and free memberships.

• Current Membership State: the status of the membership.

• Company: the company the membership is purchased through. This option only appears in multi-company databases.

• Month: the month the membership began.

查看结果¶

Click the (graph) icon to change to graph view. Then, click the corresponding icon at the top of the report to switch to a (bar chart), (line chart), or (pie chart).

Click the (pivot) icon to change to the pivot view.