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.

Step #2: 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. 

Step #3: Compensation & Benefits Data

Our data input services are included in your subscription and make getting personalized, apples-to-apples benchmarks for your staff a breeze. Data submission requirements vary based on your subscription level.

Step #4: Net-Worth-Over-Time Analysis

Capital planning is both the biggest challenge and the best opportunity for improvement in clubs. A key piece of the process is understanding the club's current trajectory of net worth. Calculate your club's Compound Annual Growth Rate (CAGR) and receive a Net Worth Benchmark Report to determine whether you are on a path of growth, decline or stagnation.

WORKSHEETS

These worksheets may be used to help gather more extensive non-financial data.

• Membership
• Food Beverage (Operational)
• Full Time Equivalent Employee Count
• Golf Course Maintenance Operations
• Golf Shop Operations
• Clubhouse Buildings Operations
  
• Yacht Club Operations
• HOA-POA Operations
  
  

We're Here to Help You!

If you have questions or need assistance, our Member Success Team is ready to help. Your subscription includes full phone support and online training for platform use, data submission, and interpretation of reports.