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Retention Rate
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Retention Rate is the percentage of members retained over a given period of time. This metric can be calculated if you know how many members you had at the beginning of a period, and many you had at the end of a period.


CALCULATION: (End Count - New Members) ÷ Start Count = Retention Rate


The Dashboard will provide the Start Count and the End Count needed for this calculation.


  1. Click Dashboard in the left-hand navigation.
  2. Click the Metrics tab.
    Dashboard Metrics Tab
  3. Click the   icon next to Total Memberships and click Edit Widget.  NOTE: if you have removed this widget from your dashboard, click the Add Widget button to place it on your dashboard.
    Total Memberships Widget on Dashboard
  4. On the Edit Total Memberships Chart Settings screen, choose Duration Custom and select/enter the desired Duration Date Range
    Edit Total Membership screenshot
  5. Click Done. The Total Memberships widget will refresh displaying metrics for the desired date range.Highlight over the chart to find the start and end count.
    Total Membership chart

Generate the New Membership report to find New Members. Generate the report for the same date range used above.


New Membership Report


See New Membership Report for further instructions on generating the New Membership Report.

New Membership Report Results


CALCULATION: (End Count- New Members) ÷ Start Count = Retention Rate

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