PMInsight

ThoughtSpot

New Chapter Performance Report and Data Update

The Comprehensive Chapter Membership Performance Report is now available. This resource provides key metrics, such as rolling retention, and allows you to compare performance with other chapters in your region.

For the most current data, please use liveboards with "(Updated)" in their title. Older liveboards have been decommissioned and are no longer being refreshed. These include: Chapter Membership, Certification, Chapter Payments, Chapter Membership Catalogue, Prospective Member Detail.

    Back to top

    Register for upcoming Office Hours/Training Sessions



    Register for upcoming Office Hours/Training Sessions

    Back to top

    Liveboards/Reports Available

    • New Membership Model Performance Report: This report provides a performance overview of PMI's New Membership Model metrics, focusing on new and renewed memberships. It compares current year-to-date (YTD) and launch-to-date (LTD) figures against prior periods, highlighting changes and growth percentages.
    • Chapter Membership: New PMI Membership Model filter, Including New and Active Member Data, Expirations, Renewals, and Non-Renewals.
    • Prospective Member Detail: New Members in Last 60 days, Non-Chapter Member, New and Renewed Credentialed Holders and more.
    • Certification: Active Chapter Members with Certification, New Active Certification per Active Chapter Member, All Certification Types, PDUs needed & PDUs approved and alignment to the Talent Triangle.
    • Chapter Membership Satisfaction Survey: 2019-2024 Survey Results Available.
    • Regional Survey Data Results: 2019-2024 Chapter Membership Satisfaction Survey Results sorted by regions.
    • Financial Reports: Chapter Payment Summary, Chapter Payment by Subgroups, Dues Details, and more.
    • Volunteer Reports: VEP Chapter Opportunities and Applications and VEP Chapter Members Service History.
    • New PMI Membership Model: Liveboard that shows data pertaining only to members signed up under the new PMI membership model.
    • Comprehensive Chapter Membership Performance Report: Liveboard that provides key metrics, such as rolling retention, and allows you to compare performance with other chapters in your region.

    If there are additional reports you would like to see, please send an email to [email protected] with the subject line “New Report Request”. Please be sure to include some details as to why the report should be considered and how it may be beneficial to you and other chapters. All requests will be reviewed in accordance with PMI data governance policy and strategic objectives before being potentially prioritized.

    Back to top

    Resources & Training

    Resources

    Updated Data Mapping for Chapter Membership, Prospective Detail, and Certification Liveboards

    Updated Data Dictionary for Chapter Membership, Prospective Detail, and Certification Liveboards

    Training Slides: See this training slides to reacquaint yourself with the PMI membership data and how to begin analysing the data using the tool’s capabilities.

    ThoughtSpot Overview: These are the slides that PMI presented during each training session.

    Data Dictionary: If you are an advanced data user, you can use this document to support your exploration of the data with an increased awareness and understanding of what the data is intended to show you.

    Frequently Asked Questions: You can use this document to look for answers to some of most frequently asked questions.

    Regional Analysts List: These volunteers and staff members participated in a ThoughtSpot facilitated training which has given them an in depth view of the tool’s analysis capabilities and thus, they can support you with questions in your local time zone. As a reminder, both Regional Analysts and yourselves are able to submit your questions, comments or concerns to [email protected].

    ThoughtSpot University: ThoughtSpot has developed their own extensive learning library to which you may refer, you will want to focus on the ‘Business User’ learning path. You may access this learning library by navigating to https://training.thoughtspot.com/.

    Get Involved with Report Refinement Efforts

    If you have a desire to get involved and support the ThoughtSpot project team by refining other future reports like the Certification PDUs needed vs approved, and Financial and Volunteer Reports, amongst other upcoming reports, please feel free to sign up by completing this form.

    Training Session Recordings

    Office Hours/Training Session- Tuesday, August 19th
    Access Passcode: cfH.!8?3

    Office Hours/Training Session - Tuesday, September 16th, 2025
    Access Passcode: 49KB3@Y!

    Office Hours/Training Session - Tuesday, September 23rd 2025
    Access Passcode: Qq21%53M

    Office Hours/Training Session - Tuesday, October 21st, 2025
    Access Passcode: &Cv62RTw

    Office Hours/Training Session - Tuesday, November 18th, 2025
    Access Passcode: B9W?#BK3

    Office Hours/Training Session- Tuesday, January 20th, 2026
    Access Passcode: B9ZbF.c=

    Office Hours/Training Session- Tuesday, January 27th, 2026
    Access Passcode: .6JScQ5c

    Office Hours/Training Session - Tuesday, February 10th, 2026
    Access Passcode: B6^KZ%%E

    Office Hours/Training Session - Tuesday, March 24th, 2026
    Access Passcode: b@T1&v!4

    Tax Jurisdiction/Canada Training session

    Financial Data Refinement Session 1: Thursday, May 18, 2023
    Access Passcode: !kb?Hg8t

    Financial Data Refinement Session 2: Tuesday, May 23, 2023
    Access Passcode: g9vnU+Jx

    Volunteer Reports Refinement Session: Tuesday, June 20, 2023
    Access Passcode: ^tP%5j0g

    Volunteer Reports Refinement Session: Tuesday, June 20, 2023
    Access Passcode: ^tP%5j0g

    ThoughtSpot PDUs Refinement Session: Thursday September 7, 2023
    Access Passcode: UGTBB%%6

    Training Overview

    Chapter Survey Regions Overview
    Access Passcode: Vrm5L#03

    PDUs Report Overview
    Access Passcode: 3R6+S.6*

    Financial Reports Training
    Access Passcode: wz+v!1G8

    VEP Chapter Opportunities and Applications Training
    Access Passcode: A&4&6.b3

    VEP Chapter Member Service History
    Access Passcode: 5afk!w^g

    Tutorials

    ThoughtSpot Basics
     Login to ThoughtSpot
    How to Save a Report
    Set Up Email (Push) Notifications (Example: New Chapters Members, but can be applied to any liveboard/report)
    How to create an alert

    Member Engagement
    Find and Thank Your Chapter Member Renewals
    Find and Welcome New Chapter Members
    Find and Recognize Chapter Members Anniversaries/Tenure
    Find data pertaining to those joining under the New Membership Model

    Additional Tutorials
    How to find Non-Renewals in the last 24 months or any other time period
    How to add Chapter name to tabs in Chapter Payments Report where they are not present
    How to add additional data points/columns in reports
    How to Add Location Data to the Active Member List
    How to modify the time period for viewing new certifications
    How to create and modify graphs in ThoughtSpot
    Filter retention rate for membership type in ThoughtSpot

    Back to top

    Granting Access to ThoughtSpot

    Access to ThoughtSpot is granted through Single Sign On (SSO) with the existing permissions structure in alignment with the Officers section in VEP. This can be accessed through the new Chapter System (by scrolling to the bottom and clicking on the Manage Officers button), as well as the VEP directly. We are encouraging Chapter Presidents to look closely at the permissions for each officer listed in the Officers section. If the officer has the checkbox indicating access to ThoughtSpot they will have access to the data in ThoughtSpot. If there is no desire for this officer to have access to the data within ThoughtSpot, we kindly ask for you to deselect this checkbox. Discussions with the board about the removal of the officer’s permissions and the transparent communication to the officer might be necessary.

    Any officer who will be granted permission to access the membership information in ThoughtSpot should be made aware of Section 6 in the Policy Manual for PMI Chapters, which details the Chapter Use of PMI Membership and Data. These officers should read and agree to abide by the policies outlined in this section to ensure the security of their membership’s Personable Identifiable Information (PII). We do encourage the chapter’s policies to limit the number of officers with access to PII to a few with collaboration with those officers who do not have permission to access this data.

    Officers
    Add Chapter Officers
    Step 2 Role Details
    Step 3 Permissions
    Back to top

    Contact Us

    For ThoughtSpot questions- please reach out to your regional staff. They are most familiar with your specific chapter data needs! Your regional contacts can be found here.

    For additional questions & support - email: [email protected]