You don't know where you're going as a chapter unless you can track where you are and where you've been. ChapterTracker has given us an easy and quick method of measuring ourselves—which in turn gives us the tools we need to improve as a chapter. Impressive!

Joel Thain, CISSP, CCNA
IntegriCom, Inc. – Atlanta, GA

Member Account


 
 




One key feature of ChapterTracker is the automated emails that you will receive to remind you to report your networking activities. Please add our email address, customerservice@Refma.org, to your list of trusted contacts to make sure you don't miss out. These emails save your chapter leadership time and effort, and they keep you engaged with the program. (On a side note, there is no need to "opt out." If you leave your chapter, you will no longer receive weekly emails.)

Your password is 4-10 characters, including at least one letter and one number. Your Admin does not have access to your password. If you forget your password, simply click the link in the login box to have your password emailed to the address you use to login.

Be aware that your ChapterTracker.com session will time-out after 45 minutes of non-use.

You could easily enter your revenue without reading further, but a few "ground rules" will help you get more meaning out of the numbers reported by ChapterTracker...and will help us remain consistent from chapter to chapter.

Referrals / Leads
One group may pass referrals. Another may pass leads. Our headings use the term "Referral" to cover all cases. After you pass your leads or referrals, your Chapter Administrator will enter who gave what referral to what member. Your organization's philosophy will guide your input...and your philosophy will be seen in comparison to other organizations, no matter the label applied to the data. We are measuring the results of your method, not teaching our own.

By definition, any lead or referral passed is "new." If you pass an old lead again, you're bringing down your Average Revenue per Referral. Your Chapter Administrator has the ability to delete such old leads, but he or she might miss it...so keep up with this yourself.

Revenue
YOU will be asked to report any Revenue generated for you through your Chapter. You are the only person who can determine the amount of Revenue you actually received. (See our Revenue Guidelines below for examples of how various occupations typically account for their revenue.)

Why is it important for you to enter Revenue?

  1. Putting up big Total Revenue numbers makes your chapter look good. If you look bad, who wants to join or visit?
  2. Entering your revenue also increases your (and your Chapter's) Average Revenue per Referral. This is a measure that says whether you are passing business or simply passing paper.
  3. Crediting a fellow member who generated revenue for you is a great way of thanking that member and increasing that member's value in the group. If you fail to thank the member by entering revenue, that member will be less likely to send new business your way.
  4. When you receive revenue, you gain credibility. Other members see that you must be performing your job properly.
  5. Tracking your numbers gives you a direct view of the return you receive on time and money invested in business networking.

You see that reporting your revenue is of great importance! So don't take your fellow members for granted...

After you submit your revenue for approval, your chapter Administrator will review your entries. Then the Admin may approve an entry, request clarification from you, or change or delete the entry. Only approved entries are counted in the database. The Admin may also change any entry in the database that needs to be corrected in the future.

If you leave your group, we encourage you to report any revenue you receive from members for another 4-6 months. Simply email your revenue to the Admin for entry into the database. This is an appropriate way to reward any members who put business in motion on your behalf while you were a member. Thank you for reporting!

Revenue Guidelines
To ensure consistent comparison across professions, chapters, and organizations, we suggest that you report the gross proceeds of the product or service that you sell.

For example:

  • Insurance agents will report the policy premium amount (not just the commission proceeds).
  • Investment advisors will report the total investment fees charged (not just the commission proceeds).
  • Real estate agents will report gross commissions generated (not just your share of the commission).
  • Service providers (Attorneys, CPAs, Consultants, etc.) will report gross fees charged.
  • A basket company will report gross sales of baskets.

Ultimately, you and your leadership determine what revenue you report. Obviously, you want to report as much revenue as possible without inflating your numbers. Please avoid chapter-skewing input such as a lender reporting the full loan amount; rather, the lender should report the lending institution's share.

Report any revenue that comes your way as a result of your chapter membership, no matter when that revenue stream originated. For example, you will report:

  • New business
  • Repeat business
  • Revenue from 2nd/3rd/4th generation referrals, and so on
  • Revenue from former members and their referrals
  • Revenue from visitors (which should probably be credited to the inviting members)