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Stackably Admin app: built-in reports

A guide to every report in the Stackably Admin app: contact statistics, birthdays, expiring memberships, retention, progression, qualified, memberships, autopay, commission, pipeline, taxes, gift cards and sales forecast.

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Written by Kelly Shirey

Go to More › Reports in the Stackably Admin app to see your built-in reports.

Reports list
Reports list continued

What does each report show?

  • Contact Statistics: contacts who joined and left each month. Choose a contact type (for example Client) and year to see Joined, Left and Net, a monthly chart and a monthly breakdown.

  • Birthdays: upcoming contact birthdays.

  • Expiring Memberships: memberships ending in the next 7, 30, 60 or 90 days.

  • Retention: days since each member last attended.

  • Progression: belt or rank advancement.

  • Qualified: members ready for their next stage or rank.

  • Memberships: plan inventory and member counts.

  • Autopay: active memberships on autopay compared with manual billing, with projected autopay and manual revenue. View by Memberships or Members, over 7 days to 12 months, as a Chart, By Plan or the Manual list.

  • Commission: a breakdown for each salesperson.

  • Pipeline: sales stages and their values.

  • Taxes: tax collected by period.

  • Gift Cards: balances and activity.

  • Sales Forecast: Weighted forecast, Pipeline value, coverage ratio, confidence and your Top opportunities with their stage and probability.

Contact Statistics report
Expiring Memberships report
Autopay report
Sales Forecast report
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