How to visualise the money members have saved by using your service

Look at this example file first

Here is a video of the process:

https://www.loom.com/share/3ffd8e905770465dadcd6bca346e583d

To create your own,

Open a new google sheet/excel file

Log into myturn with admin account

Go to Reports > Loan Reports

Choose a time period. Select the date you want to start and end on

Export the csv file and save it on your computer. Open it in google sheets/excel

Delete all personal information! You don't need name, address, phone etc.

Delete all the renewals - members don't save money by borrowing the same item twice. Sort the sheet by the Renewal column and delete those rows

Members often borrow the same tool twice, which doesn't show as a renewal. List all the unique borrows by using the formula =UNIQUE(range). On a new column write =UNIQUE( and then highlight the memberID, toolID and tool description columns.

This generates a list of borrows that don't have any repeats.

Now find out how much each tool would have cost the member.

  1. To list every unique tool on the spreadsheet, use =UNIQUE again, this time on just the toolID and description columns.
  2. Create a new column called "money saved" and input a value for each tool. This is labor-intensive, but worth it as you can use it again. Use a search engine to help.
  3. Lookup the price of each tool in your loans list - type =LOOKUP( and select the toolID, the column of toolIDs in the unique list and the column of prices.
  4. Add up all the prices using =SUM
  5. Find the total unique users using =COUNT