For club CFOs and controllers

Tools and services for strategic financial leadership

Imagine 24/7 access to a centralized database of reliable club industry data, a powerful analytics engine, and automated, meeting-ready reports. Club Benchmarking gives club finance leaders the benchmarks and tools to explain what’s really driving performance and to advise the board with confidence.

Why financial executives count on Club Benchmarking

The most powerful business tool you’ll ever love

Power, accuracy, and convenience are a few of the reasons so many club financial executives count on Club Benchmarking. Credible third-party data, delivered in professional graphical reports, is a click away whenever the board or the general manager asks how the club compares.

A trusted internal advisor

Strengthen your position with the board and management with credible, third-party benchmarks in professional reports.

See what drives performance

Understand what’s really behind the club’s financial results, and communicate it clearly. What Club Benchmarking measures

Back up your expertise

Support your knowledge of club accounting and finance with the industry’s leading business intelligence tools.

Reclaim your time

Spend fewer hours building reports and presentations, and fewer completing the many industry surveys that arrive each year.

Apples-to-apples benchmarking

Every club’s financials, mapped to one standard

Every club codes its financials differently, so Club Benchmarking maps each club’s trial balance to a common chart of accounts first. Your results line up against peer clubs on the same terms, and the numbers you bring to the finance committee can be defended with industry fact.

1,000+
clubs’ financial data benchmarked each year
2009
gathering and analyzing club data since
150+
positions in compensation benchmarks
24/7
online access through the VISTA platform
Financial Insight Model™A common industry framework for club finance that the board and management can share.
KPIs that matterMonthly and annual KPIs, multi-year trends, and powerful peer filters.
Budget with benchmarksTest the budget against peer clubs before it goes to the finance committee.
Meeting-ready reportsDownload in PowerPoint, PDF, or Word, ready for the board packet.

Tools and services for CFOs and controllers

Everything the finance team needs, in one place

Choose individual solutions or bring them together in Summit.

Navigator benchmarking

Financial and operational benchmarks, the Financial Insight Model™, and KPIs that give the board a common framework for club finance. About Navigator

Strategic Monthly Dashboard

Free to any club that submits monthly data. See how the club’s monthly results and trends compare with peer clubs throughout the year. About SMD

Compensation and workforce

Compensation benchmarks for 150+ club positions and workforce analysis that balance payroll budgets against member service expectations. About compensation benchmarking

COMPASS capital planning

More than a reserve study. An Asset Evaluation Study plus software that keeps the long-range capital plan, and the capital dues behind it, current. About COMPASS

Board Portal

Post financials and board packets once, attached to the agenda items they support, and see who opened them before the meeting. About the Board Portal

Board education and advisory

Objective, third-party facts that support the board in meeting its fiduciary duties. About advisory services

Summit

One set of numbers for the whole leadership team

Summit brings Navigator benchmarking, Viewpoints surveys, and the Board Portal together, unified by the Private Club Balanced Scorecard. Finance, operations, membership, and governance are measured on one scorecard that the board, the GM, and the finance team share.

Financials in context

Results sit beside peer benchmarks and member feedback, so the conversation moves from what happened to why.

Packets that build themselves

Financial reports attach to the agenda items they support, and the board works from the same data in the same login.

Objectives you can measure

Strategic objectives are tracked with owners and status, tied to the KPIs that show whether they’re working.

Capital planning

Capital planning that never goes out of date

A static reserve study is out of date the day it’s delivered. COMPASS combines an Asset Evaluation Study with software the club keeps current year after year, so the finance team can model capital dues and assessments with confidence.

Software

A living capital plan

Update asset conditions, costs, and timing as the club changes, and see the effect on long-range funding right away.

Process

Start with the facts

The Asset Evaluation Study establishes the condition and replacement cost of the club’s assets, informed by 500+ studies completed.

Support

Bring the board along

Clear reports make the case for capital funding decisions in terms the finance committee and board can act on.

From the Resource Center

Research for club finance leaders

Whitepapers, webinars, and podcasts from Club Benchmarking.

Whitepaper

Evolution of the Head of Finance Role in Clubs

How the club CFO and controller role is changing, and what boards now expect. Read

Whitepaper

Zombie Debt: Causes and Costs

How long-term debt builds up in clubs, and what it costs members over time. Read

Whitepaper

The Capital Scorecard

Measuring your club’s capital health with the right KPIs. Read

Webinar

Private Club Debt and Assessments

What the data says about debt, assessments, and how clubs fund their future. Watch

Webinar

Using Benchmarks in the Budget Process

How to test the budget against peer clubs before it reaches the board. Watch

Podcast

Budget to Your Club’s Vision

Why raising dues by CPI falls short, and how to set dues the board can justify. Listen

Common questions

For club finance leaders, explained

How does Club Benchmarking make comparisons apples-to-apples?

Each club’s trial balance is mapped to a common chart of accounts before any comparison is made, so peer results line up on the same terms regardless of how each club codes its books.

Is our club’s data kept confidential?

Yes. Your club’s own results are visible only to your club. Other clubs see industry and peer-group benchmarks, never your club’s individual data.

What formats do reports come in?

Reports download in PowerPoint, PDF, or Word, ready for finance committee and board packets.

Is the Strategic Monthly Dashboard part of Navigator?

No. SMD is free to any club. Clubs get access by participating, submitting monthly data in return for peer trends.

Does Club Benchmarking do reserve studies?

COMPASS is more than a reserve study. It starts with an Asset Evaluation Study of the club’s assets and replacement costs, then keeps the capital plan current in software the club uses year after year.

What is Summit?

Summit is Club Benchmarking’s club operating system. It combines Navigator benchmarking, Viewpoints surveys, and the Board Portal, unified by the Private Club Balanced Scorecard.

Data-driven leadership begins here

Get financial and operational benchmarking

We’ll walk you through Navigator’s reports and KPIs, answer your questions, and show how finance teams use Club Benchmarking with their boards.

Book a meeting Plans & pricing