SPECIES360 New Member & Subscriber Ledger · 2026
Sugar live · --
Combined revenue booked · year to date · live from Sugar
$0of $0 annual goal
0%
of combined goal
Actuals: Sugar · Live Targets: Spreadsheet
Click any month below to filter the whole dashboard to it
Monthly pace

Booked revenue vs. target, month by month

Bars: Sugar · Live Pace line: Spreadsheet target ÷ 12
Membership fees and subscription fees booked each month, compared against the monthly pace needed to hit the annual goal. Bars are pulled directly from the "New Business Revenue by Month" Sugar report (Opportunity Sales Pipeline = New Business Development) and reflect closed/booked revenue only, not invoiced-but-unpaid amounts.

Monthly trend

Product mix

Revenue by product line

Sugar · Live
Which products are driving new-business revenue in the selected period.

By product line (YTD)

Quarterly targets

Target vs. actual by quarter

Actuals: Sugar · Live Targets: Spreadsheet
No equivalent for the $ targets has been found in Sugar yet — they're set once a year and entered manually in the original spreadsheet.
Historical

Comparison across cycles

Current cycle: Sugar · Live Prior cycles: Spreadsheet
The comparison tabs in the original spreadsheet have year labels lagged by one cycle (a copy-forward artifact from prior years) — so the three points below use relative labels rather than specific calendar years. Only the current cycle refreshes from Sugar; the two prior cycles are a fixed historical record.
Special targets

Aquarium & biobanking programs

Spreadsheet
No equivalent tracking confirmed in Sugar yet.
Pipeline

Open invoices

Spreadsheet
New or rejoining members with an invoice issued and not yet paid. Waiting on confirmation of an equivalent open-pipeline report in Sugar.
Log

New business booked

Sugar · Live
Every individual line item behind the "New Business Revenue by Month" report, booked in 2026. Note: Sugar's pipeline classification doesn't preserve the new-vs-rejoining split the spreadsheet used to track manually — all of this is grouped as "New Business" here.
Data source

SugarCRM connection

What's live from Sugar vs. what's still the spreadsheet

✓
Revenue actuals, monthly trend, product breakdown, quarterly actuals, and the new-business log are now 100% live from Sugar — pulled directly from the "New Business Revenue by Month" report (Opportunity Sales Pipeline = "New Business Development"), via the REST API v11_27 on species360.sugarondemand.com, authenticated through an already-logged-in browser session. No spreadsheet data is used for these figures anymore.
i
Why the total looks a little lower than before: Sugar's report reflects closed/booked revenue lines. The spreadsheet's old totals also included a couple of invoices that were issued but not yet paid (e.g. Alipore Zoological Garden, Tierpark Biel — together about $3,183 of the roughly $3,695 gap found during validation). That's not a data error — it's a stricter, cleaner definition of "booked" revenue.
⚠
Still from the spreadsheet (no confirmed Sugar equivalent yet): the annual/quarterly $ targets, the Aquarium & Biobanking program tracking, and the open/unpaid invoices pipeline. These three are called out with their own source note in each section above.
⚠
One distinction lost in the move to Sugar: the spreadsheet used to manually tag each transaction "NEW" vs. "REJOINING." Sugar's Sales Pipeline groups both under "New Business Development" without preserving that split — so the log below can't currently tell them apart the way the spreadsheet did.
i
How this refreshes: there's no scheduled sync yet — these numbers were pulled live during this session, through an authenticated browser, the same way every time. Ask for a refresh whenever you want current figures.