Step #1: Financial Data Input Service
Our data input service is included in your subscription fee and it makes adding fiscal-year-end financial data to your account fast and easy. This first step will take five minutes or less. Use of the service ensures accuracy of "apples to apples" benchmaking. Manual entry of financial data is not recommended.
CLUBESSENTIAL NOTE: If you use Clubessential Office as your accounting software, you can upload your financial information with one click from your Clubessential Office Dashboard.
Step #2: Schedule an Online Benchmark Review
In your online session, we'll review your data and take a look at some key benchmarks for your club. It's an interactive session so you'll be able to ask questions. We recommend picking a date that allows at least one week for processing the data you submitted in step #1.
Step #3: Operational Data Worksheet
The next step is to submit data that would not be found in your trial balance file. Things like dues, member counts and rounds of golf can be submitted by completing a simple worksheet.
If you ever have questions or need assistance. Our Member Success Team is here to help.Jim Boyle
These worksheets may be used to help gather more extensive non-financial data.