Chapter dashboard

📈 Momentum — this chapter year

TYFCB by month

Referrals given by month

Attendance by month

Attendance red-flags

BNI absence policy: rolling 6 months, a sub counts as ½ an absence, 3 points = review. Always current — not affected by the date range above. Visible to VPs only.

📋 Membership reviews

7- and 9-month check-ins after each join/renewal anniversary — due within 60 days, or just missed. VPs only.

Renewals due

Renewal date within the next 3 months (or past due) — by actual date, not BNI's early "pending" flag.

🚪 Top visitor inviters

Visitors brought to meetings — the chapter's growth engine.

🤝 Top referrers

Referrals given — the engine of the chapter.

📈 Most referrals received

Who the chapter is feeding business to.

☕ Most 1-to-1s

Relationship-building leaders.

📚 Most CEUs

The learners — continuing education taken this period.

⚠️ No referrals given

Zero referrals this period — a coaching conversation.

🌱 New members

Joined in the last 120 days — make sure they're onboarded.

My numbers

🚦 My attendance — last 6 months

Absence points = absences + ½ per sub · 3 = membership review. Always current, regardless of the range above.

📈 My momentum

Referrals given

My TYFCB reported

1-to-1s

CEUs

Meeting by meeting

Meeting	PALMS	RGI	RGO	RRI	RRO	Visitors	1-to-1s	CEUs	TYFCB

Submitted

Member	Referrals	1-to-1s	Visitors	CEUs	TYFCB	Referred to	Comments

Tentative

Logged numbers syncing from their app — not committed yet. They'll keep getting reminders until they hit Send.

Member	Referrals	1-to-1s	Visitors	CEUs	TYFCB	Last update

Outstanding

Nothing logged and nothing sent for this meeting.

Member	Business	Email

Member activity

Every member's submissions from the app, week by week. Hover a check for the numbers. The red column is the upcoming meeting.

Standings

#	Member	Weeks in	Referrals	1-to-1s	Visitors	CEUs	TYFCB

Weekly PALMS

Live numbers in BNI Connect's exact CSV shape — green = submitted, gold italic = tentative (still being logged), black = official import. Refreshes every 30s. The CSV export carries official + submitted only. Visible to VPs only.

Member	PALMS	Numbers	RGI	RGO	RRI	RRO	V	1-2-1	TYFCB	CEU	Source

🧾 Submission Reports

Stalest first — whoever has been quiet longest sits at the top. FILED is what came through Passero: hard evidence of the act of submitting. ACTIVE is the official weekly record showing any non-zero number — there, "never filed" and "filed all zeros" look identical. Click any row for that member's whole story.

Member	Business	Filed (Passero)	Active (official)	Filings	Active weeks	📄

📄 Slip scanner

Hand the paper to the server

Drop a photo or scan of a weekly numbers slip or a BNI referral slip. The AI reads the handwriting with your chapter roster in hand, then you check it against the image before anything is filed. The image is archived as proof.

Choose a slip image

JPEG or PNG, up to 8 MB. A phone photo works — flat and well-lit reads best.

…or drop one here

The paper

Weekly numbers — check every field

Everything is editable. Nothing is filed until you submit.

Submitting for

Meeting

Referrals given

1-to-1s

Visitors

CEUs

TYFCB

The weekly slip has no referral count — add it if referral slips came stapled to this one.

Referral slip — check every line

Archived with your corrections as proof of the paper.

Date From To Lead Phone Needs Comments

Member

🚦 Attendance — last 6 months

Absence points = absences + ½ per sub · 3 = membership review. Always current, regardless of the range above.

📇 Official record

Meeting	PALMS	RGI	RGO	RRI	RRO	V	1-2-1	CEU	TYFCB

🧾 Filing trail

Every submission this member has filed through Passero — the timestamps are the receipts.

Meeting	Filed at	Refs	1-2-1	V	CEU	TYFCB	Proof	Note

Show archived

Members

Name	Business	Seat	Role	Member since	Email	Phone

Add member

Name

Business

Seat (category)

Phone

Role

Initial password (optional — needed to sign in)

Chapters

Chapter	Organization	Region	Meets	Members

Create chapter

Name

Region

Meeting day

Meeting time

Time zone

Chapter year starts

Organizations

Organization	Unit	Chapter roles	Regional roles	Regions	Chapters

Add organization

Name

Unit noun (singular / plural)

Chapter leadership roles (comma-separated)

Regional leadership roles (comma-separated)

Regions

Region	Organization	Chapters

Add region

Organization

Region name

My Region

📈 Region momentum

TYFCB

Referrals given

Attendance

🏆 Chapter standings

Every chapter in the region, ranked by closed business.

#	Chapter	Members	TYFCB	Referrals	1-to-1s	Visitors	Attendance	Due	New

🤝 Region top referrers

Most referrals given across every chapter.

☕ Region most 1-to-1s

Relationship-builders across every chapter.

Integrations

Provider	Status	Configured	Expires	1Password	Notes

Add integration

Provider

Status

Configured on

Expires on (blank = never)

1Password reference

Notes

Chapter dashboard

📈 Momentum — this chapter year

Attendance red-flags

📋 Membership reviews

Renewals due

🚪 Top visitor inviters

🤝 Top referrers

📈 Most referrals received

☕ Most 1-to-1s

📚 Most CEUs

⚠️ No referrals given

🌱 New members

My numbers

🚦 My attendance — last 6 months

📈 My momentum

Meeting by meeting

Submitted

Tentative

Outstanding

Member activity

Standings

Weekly PALMS

🧾 Submission Reports

📄 Slip scanner

Choose a slip image

The paper

Weekly numbers — check every field

Referral slip — check every line

Member

🚦 Attendance — last 6 months

📇 Official record

🧾 Filing trail

Members

Chapters

Organizations

Regions

My Region

📈 Region momentum

🏆 Chapter standings

🤝 Region top referrers

☕ Region most 1-to-1s

Integrations

Edit member

Edit chapter

Edit integration

Edit organization