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
Monthly pace

Booked revenue vs. target, month by month

Membership fees and subscription fees booked each month, compared against the monthly pace needed to hit the annual goal. Source: SugarCRM, live — pulled directly from the "New Business Revenue by Month" report (Opportunity Sales Pipeline = New Business Development). Reflects closed/booked revenue only, not invoiced-but-unpaid amounts.

Monthly trend

Product mix

Revenue by product line

Which products are driving new-business revenue in the selected period. Source: SugarCRM, live.

By product line (YTD)

Quarterly targets

Target vs. actual by quarter

Actuals: live from Sugar. Targets: from the original spreadsheet — no equivalent found in Sugar yet.
Historical

Comparison across cycles

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.
Special targets

Aquarium & biobanking programs

Source: original spreadsheet. No equivalent tracking confirmed in Sugar yet.
Pipeline

Open invoices

New or rejoining members with an invoice issued and not yet paid. Source: original spreadsheet — waiting on confirmation of an equivalent open-pipeline report in Sugar.
Log

New business booked

Every individual line item behind the "New Business Revenue by Month" report, booked in 2026. Source: SugarCRM, live. 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.