The Memberships report shows the health of your recurring-revenue business — active members, recurring revenue, who's renewing, who's churning.
Where to find it
Reports → Memberships → Memberships.
Two subroutes drill in further:
| Subroute | What it shows |
|---|---|
| Memberships → Sales by tech | Which techs are enrolling members. |
| Memberships → Equipment attach | How often members replace equipment vs. non-members. |
What the main report shows
| Metric | What it shows |
|---|---|
| Active members | Count of currently active memberships. |
| Recurring revenue (MRR) | Contractually-owed monthly revenue from active members. |
| Renewals due | Members up for renewal in the next 30 days. |
| Churned | Members who lapsed in the date range. |
| Net new | New enrollments − churn. |
What it answers
| Question | How the report answers |
|---|---|
| Are we growing the member base? | Net new trend. |
| What's our churn looking like? | High churn means the value isn't sticking. |
| What's our recurring revenue? | MRR is the steadiest income line; track it monthly. |
| Who's about to renew? | Drill into the renewal list to plan outreach. |
Sales by tech
The Sales by tech subroute shows enrollments per tech over the date range. Useful for:
- Setting tech sales targets.
- Coaching the bottom-third on the kitchen-table close.
- Compensating reps who hit numbers.
Equipment attach
The Equipment attach subroute compares how often members vs. non-members replace equipment within a given window. The thesis: members trust you more and consolidate equipment purchases through you. The data tells you whether the thesis is holding.
Common patterns
| Pattern | What it means |
|---|---|
| MRR plateauing | Either churn caught up with enrollment, or enrollment slowed. Both deserve a meeting. |
| One tech enrolling 60% of new members | They should be teaching the team. |
| Member equipment attach >> non-member | Your memberships are working; consider raising tier prices. |
What's NOT in the report
- Per-member revenue history — that lives on the individual membership record.
- Forecasting — actuals only.
- Cohort analysis (members enrolled in Jan vs. Feb) — not built today.