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 。
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.
小技巧
The 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.