How to Track and Troubleshoot Trial and Membership Performance Metrics in SPARK MINDS
SPARK MINDS provides a variety of reports to help you track key metrics such as trial conversions, lead-to-member transitions, membership cancellations, and more. You can also resolve issues related to unexpected data in reports by using filtering and profile adjustments. Follow the guide below for details on available reports and troubleshooting tips.
Key Reports for Tracking Performance
1. Leads per Month and Trial Conversions
To track leads and trial conversions:
Use the Members Conversion Report under Reports > Members Conversion.
This report highlights the conversion of contacts from Prospects to Trials or from Trials to Active Members within a specified time frame.
You can filter the data by contact types or export the results for analysis.
2. Tracking New Prospects and Trial Memberships
Access the Lead & Trials Maximizer under Contacts > Lead & Trial Maximizer.
3. Membership Cancellations
To get insights into cancellations:
Use the Cancelled Memberships Report under Reports > Cancelled Memberships.
4. Memberships Gained
To view data on new memberships:
Use the All Memberships Report, where you can filter by the 'Entered Date' to track when new memberships are added.
5. Appointments (Trials Who Showed Up)
Use the Ultimate Stats Report under Reports > Ultimate Stats > Scoreboard.
This report provides percentages and other data for trials who attended scheduled appointments.
6. Sorting Members by Type
To differentiate members based on trial and membership statuses:
Access the All Memberships Report and filter the results by contact type (e.g., Trial, Membership).
Navigate to Reports > All Memberships.
Troubleshooting Issues with Reports
Why Are Leads Appearing in 'Current Ranks'?
If leads, who are not active as students, appear in the Current Ranks Report, it’s likely because they have been assigned a rank. To resolve this:
Go to the individual's profile.
Click the Ranks tab.
Either remove the rank from their record or mark the rank as No Longer Earning Ranks.
This process ensures that only relevant members are shown in the report.
Why Do Some Members Appear in Reports One Month but Disappear the Next?
Members appear in the Financial Forecast Report based on their installment due dates. If someone does not appear in a certain month, it could be due to:
The absence of a scheduled installment for that month.
Enrollment in a time-limited trial (e.g., 2-month or 4-month memberships), making them visible only during active installment months.
The completion of all scheduled payments. Once payments are finished, members will no longer appear unless the membership is renewed or extended.
Additional Tips
Always ensure that you are using the correct filters and report settings to get the most accurate data.
Export your reports if you require advanced analysis or historical comparisons.
By using these tools and following the troubleshooting steps, you will be able to effectively track and manage trial and membership performance metrics in SPARK MINDS.