Your prospect and lead reports live in the Prospects dashboard. Open Contacts from the left menu and select Prospects. This is where you track people who have enquired or bought something but are not members yet, so you can follow them up and convert them. The reports sit in the left rail under Prospect Type.
A prospect is someone who has shown interest or signed up online but has not taken out a membership. A customer here means a non-member who has bought a product or pass without joining on a plan.
Most views share a date range across the top (This Week, This Month, Last 30 Days, Last 3 Months, Last 12 Months, or Custom) and a Plan filter.
Note: Not every report listed here will be available to every club, as it depends on your ClubRight subscription. If a report is not listed in your account and you would like access to it, click the chat button to contact our Customer Success team.
Prospect Type
To see everyone in your pipeline, open All Prospects. It lists all prospects regardless of type or stage.
To see standard prospects, open Prospects. It lists people marked as a prospect, with their join date and age.
To focus on your warmest leads, open Hot Prospects. It lists prospects flagged as hot, with the plan or pass they are interested in and their current contact stage, so you can prioritise follow-up.
To see where leads come from, open Marketing Sources. It shows where your prospects and members heard about you, with new prospects and new memberships for each source in the period, so you can see which channels convert.
To see non-member buyers, open Customers. It lists people who have made a purchase but have not joined on a membership plan, with their contact details and when they were created.
Tip: The Prospects dashboard shares the same Activity & Growth, Retention & Risk, and Member Data groups as the Members dashboard, so the date range and Plan filter behave the same way across both.
How many enquiries did we get each month?
To count your new enquiries for a month, use Marketing Sources in the Prospects dashboard with a Custom date range covering that month. Add up the New prospects in period column across every source: that is the number of new enquiries (prospects or leads) added that month, and people stay in that count even after they go on to join. For a month-by-month or historical view, such as each month of the last year, run it once for each month and note the total. Last 12 Months gives you one total for the whole year, not a figure for each month.
Go to Contacts > Prospects.
Under Prospect Type in the left rail, select Marketing Sources.
Click Custom and set the dates to the first and last day of the month you want, for example 01/09/2026 to 30/09/2026.
Add up the New prospects in period figures for every source, including None. This is your number of new enquiries for that month.
Repeat for each month you need.
⚠️ Note: Marketing Sources only counts people who have a marketing source recorded on their profile. Enquiries that come in through your enquiries page or enquiry form arrive with the Source field blank, so they are not counted until a source is added. To add one, open the person's profile, click the pencil icon to edit it, choose a Source and click Save Changes. If you do not know where they heard about you, choose None, which is still counted. Recording a source for every new enquiry keeps your monthly figures complete.
Why does the Operating & Performance Report show fewer new prospects?
The New prospects figure in the Operating & Performance Report only counts people from that period who are still marked as a prospect today. When one of them joins, they move out of New prospects and into Members signed up, so the figure for a past month goes down over time. People marked as hot prospects are not included either. It tells you how many of that month's enquiries are still open, not how many enquiries you received, and its Prospect to signup ratio is worked out from the same figure.
Can I see enquiries by month on the Sales Funnel page?
No. The Sales Funnel board shows who is in each stage right now. It has no date range or monthly totals, and people leave the board once they buy a membership, so it cannot show how many enquiries you had in a past month.
Can I see how many new enquiries went on to join?
Not at the moment. There is no report that shows how many of a month's new enquiries went on to take out a membership, so ClubRight cannot currently give you an enquiry-to-member conversion rate. Members signed up in the Operating & Performance Report counts every membership started in the period, including memberships for people who were already on your system, so dividing it by your enquiries will not give a true conversion rate. If a conversion report would help your club, let our Customer Success team know through the chat button.
Have more questions about your prospects? Click the chat button to contact our Customer Success team.