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Whether you're setting up a new account or doing an update, your Club Benchmarking account should always be populated with data from your most recent fiscal year end. We recommend making "CB Annual Update" part of your year-end closing process.
If you have questions about interpreting your club's data or need help selecting the right reports for your next meeting, book a free online session with a Club Benchmarking analyst.
Get Basic VISTA Platform Training
If you want to learn the basics of navigating the VISTA platform, setting filters and running reports, book a Basic Training session for you and your team.