Overview Export
This report provides an annual view of store performance by comparing member and non-member activity across adoption, frequency, average ticket, and sales. Use it to evaluate year-over-year changes, understand member engagement, and identify opportunities to grow loyalty participation and sales.
Filter Options:
- Date Range — Select a date range of 1-366 days for analysis. 
Data
- Report Year — The year associated with the selected reporting period. 
- Member Adoption Rate — Percentage of total purchases made by members within the selected date range. 
 FORMULA (Member Visits ÷ Total Visits) × 100
- Member Adoption Rate Year Diff — Year-over-year change in member adoption rate compared to the same date range in the prior year. 
 FORMULA Current Period Adoption Rate − Prior Year Adoption Rate
- Customer Frequency — The average number of visits per customer within the selected date range. 
 FORMULA Total Visits ÷ Unique Customers
- Customer Frequency Year Diff — Year-over-year change in customer frequency compared to the same date range in the prior year. 
 FORMULA Current Period Frequency − Prior Year Frequency
- Member Avg Ticket — The average purchase value for members within the selected date range. 
 FORMULA Member Sales ÷ Member Visits
- Member Avg Ticket Year Diff — Year-over-year change in member average ticket compared to the same date range in the prior year. 
 FORMULA Current Period Member Avg Ticket − Prior Year Member Avg Ticket
- Member Sales — Total revenue from member purchases within the selected date range. 
- Member Sales Year Diff — Year-over-year change in member sales compared to the same date range in the prior year. 
 FORMULA Current Period Member Sales − Prior Year Member Sales
- Non-Member Avg Ticket — The average purchase value for non-members within the selected date range. 
 FORMULA Non-Member Sales ÷ Non-Member Visits
- Non-Member Avg Ticket Year Diff — Year-over-year change in non-member average ticket compared to the same date range in the prior year. 
 FORMULA Current Period Non-Member Avg Ticket − Prior Year Non-Member Avg Ticket
- Non-Member Sales — Total revenue from non-member purchases within the selected date range. 
- Non-Member Sales Year Diff — Year-over-year change in non-member sales compared to the same date range in the prior year. 
 FORMULA Current Period Non-Member Sales − Prior Year Non-Member Sales
Example Export
| report year | member adoption rate | member adoption rate year diff | customer frequency | customer frequency year diff | member avg ticket | member avg ticket diff | member sales | member sales year diff | non member avg ticket | non member avg ticket year diff | non member sales | non member sales year diff | 
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 
