Insights shows how the club is doing: who joined and left, who renews, who stays, and what came in. Attendance shows how each group, such as a team, turns up to its events. Everything is counted from what's already in Clubroom, so there's nothing to set up.
1. The overview
Open Insights in the menu. Under Period, pick 12 months or All time. Once all time covers more than 24 months, the charts count by year instead of by month.
The four numbers at the top:
- Joined: new members in the period.
- Left: members who left, with the net change, joins less leavers.
- Renewal rate: how many of this season's memberships that came up for renewal have been renewed so far.
- Revenue: every payment in the ledger, after cancelled payments.
2. The details
Each card opens its own page, with a Chart and a Table tab:
- Joins and leavers: per month. A member counts as left in the month their last paid membership ended.
- Revenue: Received, Cancelled and Net per month.
- Renewals: of the memberships that ended each season, the share renewed.
- Retention: members grouped by the month they joined, and the share still paid up 1, 2, 3… months later.
For more on renewals, see Renewals and reminders.
3. Attendance by tag
Attendance is counted per tag, so put a tag on each team or group first. See Tags, custom fields and segments. Then mark who came at your events: once an event has started, set each row's Attendance to Came or Didn't come. See Events and answers.
On Insights, the Attendance card lists your tags, lowest attendance first. Click it to open Attendance by tag. A tag's row in Settings › Members has View attendance, which opens it for that tag.
- Under Tag, keep All tags or pick one.
- Under Period, pick the last 3, 6 or 12 months.
With All tags, the Tags table shows each tag's attendance, its Last month, and the Change against the month before. Open a tag to see its members.
With one tag, you see:
- Events held and Attendance for the tag, and how many Members with the tag are below half of the events.
- By month: the share of the group at its events each month.
- Members: lowest attendance first, with how many events each came to and when they Last came. Below half is marked.
Show on members list opens the members list filtered to the tag, so you can email them or follow up.
4. How attendance is counted
An event counts for a tag once someone with the tag is marked at it. Everyone with the tag is expected at it from the day they joined, and counts as there when marked as came. Events without any attendance marked don't count, and tags with no such event in the period aren't listed.
5. Download the list
With one tag picked, Download CSV gives the members table as a spreadsheet: name, member number, events they came to, events they were expected at, rate and when they last came. Only owners and admins can download it, because it names members.