Nonprofits collect valuable information through everyday transactions, customer interactions, events, and inventory activity. However, that information is most useful when it is reviewed regularly and turned into action. Using data analytics software for nonprofits can help your organization recognize trends, make informed decisions, and identify opportunities that may otherwise be overlooked. Quarterly reporting provides enough time to identify meaningful patterns while still allowing your team to respond before the end of the year. As part of your quarterly review, consider pulling these five reports in TAM. 1. Event Analysis The Event Analysis report provides a session by session view of your organization’s ticketed events. It displays ticket and wheelchair capacity, the number of tickets sold, percentage sold, and revenue for each session. Reviewing this report quarterly can help your team identify which events and time slots attract the most interest. You can compare attendance across sessions, recognize programs that consistently reach capacity, and identify events that may need additional promotion. Use the results to guide decisions about scheduling, capacity, pricing, marketing, and whether an event should be offered again. 2. Customer Analysis The Customer Analysis report helps you understand how customers are engaging with and financially supporting your organization. It includes each customer’s status, customer since date, most recent purchase, visits, revenue, and average purchase amount. Activity is shown for the current year, previous year, and the customers’ lifetime. This report can help you identify your most active and valuable customers, as well as those whose engagement has declined. Your team can use the information to recognize loyal supporters, develop targeted communications, and reconnect with customers who have not visited or made a purchase recently. Reviewing changes in visit frequency, revenue, and average purchase amount can also help you measure the effectiveness of your engagement efforts and determine where additional outreach may be beneficial. 3. Unit and Sales Analysis The Unit and Sales Analysis report brings inventory and sales activity together at the item and location levels. It includes an item’s cost, retail price, on-hand quantity, quantities on order or in transfer, available inventory, units sold, gross sales, discounts, net sales, and inventory turn. This information can help your team see whether inventory is located where demand exists. For organizations with multiple stores or sales locations, the report can uncover items that are selling well in one location but sitting unsold in another. Use this report to support replenishment and transfer decisions, monitor discounts, investigate negative or unusual inventory quantities, and reduce overstocking. 4. SKU Analysis While the Unit and Sales Analysis report focuses on quantities and sales by location, the SKU Analysis report provides a financial performance view of individual items. It displays discounts, net sales, average inventory value, inventory received, ending inventory, cost of goods sold, gross margin, return on inventory, and inventory turn. Reviewing these measurements can help you determine which products are generating a healthy return and which are tying up money without producing sales. Items with low turnover, weak margins, or high ending inventory may require a pricing change, promotion, markdown, or revised purchasing strategy. The SKU Analysis report can also help buyers make more informed decisions about which products to reorder, expand, reduce, or discontinue. 5. Month End Analysis The Month End Analysis report provides a high level financial and inventory snapshot. It includes net sales, cost of goods sold, margin, markdowns, markups, inventory adjustments, merchandise received, transfers, inventory value, and merchandise on order by expected purchase order due date. At the end of each quarter, review the most recent Month End Analysis report to see how departments, SKUs or vendors are performing and where inventory dollars are concentrated. This can help your organization compare sales and margins, monitor inventory adjustments, and evaluate whether incoming purchase orders align with anticipated demand. Because the report combines sales, inventory value, and upcoming orders, it can also help your team identify departments that may be overstocked before additional merchandise arrives. Turn Quarterly Reporting Into Better Decisions Each report provides a different view of your organization: Event Analysis measures event participation and revenue. Customer Analysis highlights engagement and customer value. Unit and Sales Analysis connects inventory quantities with sales by location. SKU Analysis evaluates item level financial performance. Month End Analysis provides an operational overview. Reviewing these reports together once per quarter can help your team move beyond simply recording activity. You can identify patterns, ask better questions, and use your TAM data to support more confident decisions across your organization.  Make these five reports part of your quarterly routine to get more value from your TAM data and make informed decisions throughout the year.
TAM is heading to Portland, OR. for the AZA 2026 Annual Conference! Visit us at Booth 314 to meet our team and learn how TAM can help your organization simplify daily operations, better serve visitors, and uncover new opportunities for growth. The AZA Annual Conference is a leading annual gathering for zoo and aquarium professionals, attractions industry leaders, and partner organizations from across North America and around the world. Visit TAM at Booth 314 Stop by our booth to discover how TAM’s integrated solution can bring admissions, memberships, retail, fundraising, group reservations, events, and ecommerce together in one system. Our team will be available to answer your questions, discuss your organization’s needs, and show you how TAM can help create a more connected experience for your staff and visitors. You can find us in the Exhibit Hall during the following hours: Tuesday, September 29 th - 9:30 am - 5:00 pm Wednesday, September 30 th - 1:30 pm - 6:30 pm Whether you are already part of the TAM community or are exploring new technology for your organization, we would love the opportunity to connect with you. We look forward to seeing you in Portland at the AZA 2026 Annual Conference. Be sure to stop by Booth 314 and say hello!
Promotions can be an effective tool for nonprofit organizations to thank loyal customers, encourage repeat visits, and bring customers. However, when the same promotion code can be shared or used multiple times, it can be difficult to control the offer and understand who is responding to it. TAM’s new one-time-use customer coupon feature gives your organization greater control over its promotions while providing better insight into customer participation. Generate Individual Promotion Codes in Bulk Instead of creating promotion codes one at a time, TAM allows you to mass generate individual codes that can be distributed to your customers. Each customer can receive a unique promotion code to use during a future purchase. This makes it easier to create targeted promotions for membership campaigns, special events, customer appreciation offers, lapsed-member outreach, and other marketing efforts. Your team can efficiently generate the codes it needs while still providing customers with an individualized offer. See Which Customers Redeem Their Offers Unique promotion codes make it easier to identify which customers are using the offers they receive. Rather than relying on one shared code, your organization can track individual redemptions and gain a clearer understanding of customer engagement. This information can help you evaluate the success of a campaign and make more informed decisions about future promotions. For example, you can see whether an offer encouraged customers to return, make a purchase, or participate in a specific campaign. Control How Often Coupons Can Be Used TAM also gives you control over coupon redemption by allowing you to set both per customer and total use limits. A per customer limit determines how many times an individual customer may use the promotion. A total use limit controls the maximum number of times the promotion can be redeemed across all customers. These settings help protect your organization from unintended or excessive coupon use. They also allow you to structure promotions around a specific budget, campaign size, or goal. Whether you want to offer a one-time discount to each recipient or make an offer available only to the first 100 customers, you have greater control over how the promotion is used. Create More Targeted and Measurable Promotions The one-time-use customer coupon feature helps your organization move beyond generic, shareable promotion codes. By generating unique codes, tracking customer redemptions, and establishing clear usage limits, your team can create promotions that are more controlled, targeted, and measurable. This capability also adds value to point of sale software for nonprofits by helping organizations: Reward loyal customers with personalized offers Encourage lapsed customers to return Measure participation in promotional campaigns Reduce unauthorized coupon sharing Control the financial impact of discounts Use redemption results to improve future outreach  With one-time-use customer coupons, TAM customers can confidently offer meaningful incentives while maintaining control over each promotion and gaining useful insight into customer response. For more information on One-Time-Use Customer Coupons contact the TAM Help Desk at 866-435-7826 or Help@tamb2cc.com.
TAM is heading to Phoenix, Arizona, for the ASTC 2026 Annual Conference! Visit us at Booth 106 to meet our team and learn how TAM can help your organization simplify daily operations, better serve visitors, and uncover new opportunities for growth. The ASTC Annual Conference is one of the premier annual events for science-engagement professionals and leaders from science and technology centers, museums, and allied organizations across North America and around the world. Visit TAM at Booth 106  Stop by our booth to discover how TAM’s integrated solution can bring admissions, memberships, retail, fundraising, group reservations, events, and ecommerce together in one system. Our team will be available to answer your questions, discuss your organization’s needs, and show you how TAM can help create a more connected experience for your staff and visitors. You can find us in the Exhibit Hall during the following hours: Thursday, September 17: 10:00 a.m.–5:00 p.m. Friday, September 18: 9:30 a.m.–4:30 p.m. Whether you are already part of the TAM community or are exploring new technology for your organization, we would love the opportunity to connect with you. We look forward to seeing you in Phoenix at ASTC 2026. Be sure to stop by Booth 106 and say hello!
Every transaction receipt is an opportunity to connect with your customer, confirm important transaction details, and potentially make your organization a little greener. Built into TAM you have the option to email receipts directly to customers at the end of the transaction. While it may seem like a small feature, emailed receipts can create meaningful benefits for both your organization and your customers. More Flexibility at Checkout During the transaction, the cashier can choose the receipt option that works best for the customer: print, email, or both. This gives your team added flexibility without taking away the familiar printed receipt option. Some customers may still prefer a paper copy, while others may appreciate a digital receipt they can easily access later. For customers who want both, TAM makes that possible too. Reduce Receipt Paper Costs Printing receipts every day can add up quickly. Between receipt paper, ink or printer maintenance, and the time spent replacing rolls, paper receipts can create an ongoing operational cost. By offering emailed receipts as an additional option, your organization may be able to reduce the amount of receipt paper used at the register. Even if only a portion of your customers choose an emailed receipt, the savings can build over time, especially for organizations with high daily transaction volume. Verify and Update Customer Email Addresses Emailing receipts also gives your team a practical way to confirm customer contact information during checkout. When a customer chooses to receive their receipt by email, staff can quickly verify that the email address on file is correct. If the address is missing or outdated, it can be updated at the point of sale. This helps keep customer records cleaner and more accurate over time. Accurate email addresses are especially valuable for future communication, including membership reminders, event updates, donation acknowledgments, marketing outreach, and other important customer touchpoints. Promote a More Sustainable Operation Reducing unnecessary printed receipts is also a simple way to support sustainability efforts. Less paper usage means less waste, fewer discarded receipts, and a more environmentally friendly checkout process. For museums, zoos, attractions, nonprofits, and cultural organizations, small operational choices like this can align with broader goals around conservation, stewardship, and responsible resource use. A Small Change with Everyday Value  Offering emailed receipts is a simple option that can make a noticeable difference. It can help reduce supply costs, improve the customer experience, and decrease unnecessary paper usage. Most importantly, it gives your organization and your customers more flexibility. Whether the customer wants a printed receipt, an emailed receipt, or both, TAM gives your cashier the option to provide the receipt in the way that works best for them. For more information on emailing transaction receipts contact the TAM Help Desk at 866-435-7826 or Help@tamb2cc.com.
Every transaction receipt is an opportunity to connect with your customer, confirm important transaction details, and potentially make your organization a little greener. Built into TAM you have the option to email receipts directly to customers at the end of the transaction. While it may seem like a small feature, emailed receipts can create meaningful benefits for both your organization and your customers. More Flexibility at Checkout During the transaction, the cashier can choose the receipt option that works best for the customer: print, email, or both. This gives your team added flexibility without taking away the familiar printed receipt option. Some customers may still prefer a paper copy, while others may appreciate a digital receipt they can easily access later. For customers who want both, TAM makes that possible too. Reduce Receipt Paper Costs Printing receipts every day can add up quickly. Between receipt paper, ink or printer maintenance, and the time spent replacing rolls, paper receipts can create an ongoing operational cost. By offering emailed receipts as an additional option, your organization may be able to reduce the amount of receipt paper used at the register. Even if only a portion of your customers choose an emailed receipt, the savings can build over time, especially for organizations with high daily transaction volume. Verify and Update Customer Email Addresses Emailing receipts also gives your team a practical way to confirm customer contact information during checkout. When a customer chooses to receive their receipt by email, staff can quickly verify that the email address on file is correct. If the address is missing or outdated, it can be updated at the point of sale. This helps keep customer records cleaner and more accurate over time. Accurate email addresses are especially valuable for future communication, including membership reminders, event updates, donation acknowledgments, marketing outreach, and other important customer touchpoints. Promote a More Sustainable Operation Reducing unnecessary printed receipts is also a simple way to support sustainability efforts. Less paper usage means less waste, fewer discarded receipts, and a more environmentally friendly checkout process. For museums, zoos, attractions, nonprofits, and cultural organizations, small operational choices like this can align with broader goals around conservation, stewardship, and responsible resource use. A Small Change with Everyday Value  Offering emailed receipts is a simple option that can make a noticeable difference. It can help reduce supply costs, improve the customer experience, and decrease unnecessary paper usage. Most importantly, it gives your organization and your customers more flexibility. Whether the customer wants a printed receipt, an emailed receipt, or both, TAM gives your cashier the option to provide the receipt in the way that works best for them. For more information on emailing transaction receipts contact the TAM Help Desk at 866-435-7826 or Help@tamb2cc.com.
Every donation matters. Whether someone gives once during a year end campaign, contributes in memory of a loved one, or supports your organization every month, each gift helps move your mission forward. But for many organizations, recurring donations can be especially valuable because they create a more consistent, predictable source of support. Instead of relying only on one-time gifts or seasonal campaigns, recurring donations allow your supporters to give automatically on a schedule that works for them. With TAM, your organization can accept both one-time and recurring donations, making it easier for donors to support you in the way that best fits their budget and giving preferences. Why Recurring Donations Matter Recurring giving is more than a convenience feature. It can help build stronger donor relationships and provide your organization with more reliable revenue throughout the year. According to M+R Benchmarks, monthly giving accounted for 27% of all online revenue in 2025. For some larger nonprofits, monthly giving represented more than a third of online revenue. [1] Recurring donors also tend to stay engaged longer. Neon One’s 2026 Recurring Donor Report found that recurring donor retention rates stayed between 78% and 80% from 2023 to 2025, while non-recurring donor retention fell to 32.41% in 2025. [2] That difference matters. When donors give automatically, organizations spend less time trying to win back supporters and more time deepening relationships with people who already care about the mission. More Predictable Revenue for Your Organization For museums, attractions, cultural institutions, nonprofits, and mission-based organizations, predictable revenue can make a big difference. Recurring donations can help support planning, programming, staffing, education initiatives, exhibits, community outreach, and daily operations. That means recurring donations are not only useful for short term cash flow. They can also become part of a long-term donor engagement strategy. TAM Supports Both One-Time and Recurring Giving TAM gives your organization the flexibility to accept both one time and recurring donations. This allows you to meet donors where they are. Some donors may prefer to give once in response to a campaign, event, memorial, or annual appeal. Others may want to become ongoing supporters by setting up a recurring donation. Offering both options helps reduce friction and gives donors more control over how they support your organization. When recurring donations are available, your organization can encourage donors to think beyond a single transaction and consider becoming sustained supporters of your mission. Turn One Time Donors Into Long-Term Supporters One-time donations will always have an important place in fundraising. But recurring donations give your organization another opportunity: the chance to turn a single moment of generosity into an ongoing relationship. By offering both one-time and recurring donation options in TAM, your organization can make giving easier, improve donor convenience, and create a more stable foundation of support for the work you do every day. For more information on how to start offering one-time or recurring donations, contact the TAM Help Desk at 866-435-7826 or Help@tamb2cc.com. [1] M+R Benchmarks 2026 reported that monthly giving accounted for 27% of all online revenue in 2025. [2] Neon One reported recurring donor retention rates of 78%–80% from 2023 to 2025, compared with non-recurring donor retention of 32.41% in 2025.
Our Help Desk and administrative offices will be closed on Friday July 3 rd in observance of the July 4 th holiday. We will reopen on Monday July 6 th at 9:00 am CST. As always, the Help Desk is available for emergency support 24/7/365 at 866-435-7826 . We appreciate your understanding and wish you and your team a safe and happy 4 th of July holiday.
TAM is preparing to transition customers from the current Merchant Track reporting platform to Pulse, our updated credit card reporting platform designed to provide improved visibility and a more modern reporting experience. As part of this transition, we want to share an important update regarding the Pulse launch timeline, report export functionality, and the TAM version required to support exporting reports from Pulse. Merchant Track Will Transition to Pulse on June 23 Merchant Track will be discontinued and replaced by Pulse on June 23. You will access the Pulse platform the same way that you currently access Merchant Track, through TAM Office. To ensure your organization is able to export reports from Pulse after the switch, your TAM system will need to be upgraded to TAM Version 12.11.20 before June 23. Completing this upgrade ahead of the transition date will help prevent any interruption in your ability to export reports once Pulse becomes the active reporting platform. If you choose not to upgrade, you will still have access to the Pulse platform and the ability to view reports. The upgrade is required if you would like the option to export reports. Our Commitment to You We understand that reporting access is essential to your business, and we appreciate your patience as we continue working to deliver a strong Pulse experience. Our team is committed to making this transition as seamless as possible and ensuring Pulse provides the tools and functionality our customers rely on. Upgrade Instructions and Help Desk Support To obtain or schedule your TAM Version 12.11.20 upgrade, please contact the TAM Help Desk at 866-435-7826 or Help@tamb2cc.com . Our team will assist you with the upgrade process and ensure your system is ready for the Pulse transition. Please complete your upgrade to TAM Version 12.11.20 to ensure your organization is ready for the Pulse transition.
Your busiest season can bring more customers, more transactions, more questions, and more pressure on your staff. Whether your peak season includes holidays, summer visitors, special events, school breaks, or year-end giving, one thing is true: preparation matters. When your team feels confident using TAM, daily operations run more smoothly. Lines move faster, reporting is cleaner, and staff are better equipped to handle customer questions without slowing down the transaction. Before your next busy season arrives, now is a great time to ask: Is your staff ready? Review Your Daily Procedures Busy seasons are not the ideal time to discover that only one person knows how to complete a task. Take time now to review your common TAM procedures with the staff members who use the system most often. This may include: Opening and closing procedures Selling tickets, memberships, donations, and retail items Processing refunds or exchanges Applying discounts or promotions Looking up customer records Running end-of-day reports Handling gift cards, if applicable Knowing what to do if something does not look right Even experienced staff can benefit from a quick refresher. A simple review can help reduce mistakes and give your team more confidence when things get busy. Make Sure New and Seasonal Staff Are Trained If your organization brings on seasonal employees, part-time staff, volunteers, or new team members during peak periods, training should happen before the rush begins. A staff member who is unsure how to use the system may unintentionally slow down checkout, create duplicate records, miss important steps, or need frequent help from another employee. Providing training ahead of time helps new staff understand not only how to complete a transaction, but also why your organization follows certain processes. Check User Access and Permissions As staff roles change, user permissions can sometimes become outdated. Before your busy season begins, review who has access to TAM and confirm that each user has the permissions needed for their role. This helps prevent delays when employees cannot access the tools they need. It also helps protect your data by making sure users only have access to the areas that are appropriate for their responsibilities. Review Hardware and Payment Readiness Your staff may know the process, but your equipment needs to be ready too. Take time to check your workstations, receipt printers, barcode scanners, cash drawers, credit card devices, and any other hardware your team relies on. Confirm that devices are working properly and that staff know what to do if an issue occurs. If you use integrated payments through TAM>Pay, this is also a good time to review payment procedures, reconciliation steps, and any features your staff may use during high volume periods. A prepared team is one of the best ways to create a better experience for your staff, your customers, and your organization. Use TAM Resources Before You Need Them The best time to ask questions, review workflows, and refresh training is before your staff is in the middle of a busy day. If your team needs help reviewing procedures or locating training resources, the TAM Help Desk can help guide you. The TAM Application Learning Academy is also a valuable resource for staff training and process refreshers. In addition, our Customer Success Manager can work with you on business operations and provide additional guidance to get the most value from the TAM software. Taking the time to prepare now can help your organization avoid unnecessary stress later. A Confident Team Creates Better Customer Experience When your staff is prepared, your customers feel the difference. Transactions are smoother. Questions are answered faster. Lines move more efficiently. Staff feel more confident, and managers spend less time troubleshooting avoidable issues. Your busiest season will always bring some unexpected moments, but preparation can make those moments much easier to manage.
