BNI INSIGHTS | HELP & FAQ

Understanding the Member Performance and Revenue Received Reports

BNI Insights provides reports to help leaders review member activity and revenue information. This FAQ explains two report features: the Member Performance Report in Member Traffic Lights and the Revenue Period report in the Revenue Received tab.

1. Member Performance Report

What is the Member Performance Report?

The Member Performance Report is a performance-tracking tool within Member Traffic Lights. It shows a member’s latest performance rate for each metric, the points earned (indicated by color), and the effort needed to reach the next points score in the upcoming month.

Where do I find the report?

In BNI Insights, open Member Traffic Lights and choose the Member Performance Report tab.

What reporting period is used?

Member Traffic Lights operates on a rolling six-month performance cycle. A new report is generated on the 2nd of each month, and each metric reflects activity across the six-month period used for that report.

What does the “Effort” column mean?

The Effort column is forward-looking. It indicates the specific activities a member needs to complete in the upcoming month to reach the next points level for a metric. It takes into account both:

• Activity from the oldest month that will drop out of the rolling six-month window.
• New activity needed in the upcoming month to increase the metric’s score.

Example: If a member is close to the next 1-to-1 points threshold, the Effort column helps identify the 1-to-1 activity required in the upcoming month after older activity rolls off. The number required depends on that member’s recorded six-month performance; it is not a universal monthly target.

Why might the Effort value differ between members?

Each member has a different history of recorded activity. Because the six-month window moves forward each month, the amount dropping out—and the new activity required to reach the next points threshold—may differ from one member to another.

Does completing the listed effort immediately change my score?

The Effort column describes what is needed for the upcoming month. It is not an immediate score adjustment. Member Traffic Lights uses the monthly reporting cycle described above.

2. Revenue Received Report: Revenue Period

What is the Revenue Period report?

A second report in the Revenue Received tab lets eligible users review revenue a member received over a selected time frame. The period is controlled by the Revenue Period filter in the filters menu.

Which dashboards include this report?

The Revenue Period report is available on the National and Regional dashboards.

How do I change the reporting period?

1. Open the National or Regional dashboard in BNI Insights.
2. Go to the Revenue Received tab.
3. Find Revenue Period in the filters menu.
4. Select the desired period to review the revenue received for that time frame.

What happens if I do not select a Revenue Period?

The report defaults to the last 12 months.

Which currency is used?

All revenue values in this report are displayed in local currency.

Why is the ROI color not displayed in the second table?

The ROI color is not shown in the Revenue Period table. This is a difference from the other revenue display, not an indication that a member’s revenue data is missing.

Why can I see only 100 records?

The Revenue Period report currently has a 100-line-item limit due to the volume of data being processed. A larger report may therefore not display all records at once.

How can I narrow the results?

Use additional filters, such as Chapter, to focus the results and make them more useful within the current record limit.