Use the prompt below. Claude will produce a clean CSV you can import directly.
I have a BNI chapter member Excel file. Please convert it to CSV with columns:
name, score, ref, tyfcb, visitor, testimonial, training, att, ontime, next_ref, next_visitor, next_tyfcb, ref_pts, visitor_pts, tyfcb_pts, testimonial_pts, training_pts
- name: member full name
- score: total score (0–100)
- ref / visitor / testimonial / training / att / ontime: raw count values from sheet
- tyfcb: total TYFCB amount in rupees (e.g. 701100)
- next_ref / next_visitor / next_tyfcb: comma-separated numbers showing steps to reach next levels
- ref_pts / visitor_pts / tyfcb_pts / testimonial_pts / training_pts: current bracket points earned
Return ONLY the CSV, no explanation.
2
Upload the CSV / Excel file
Preview — 0 members
Import Options
Replace: replaces all data (keeps phones). Merge: updates matching names, adds new ones.
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Save a full backup of all member data, history, training, and trend scores. Keep this safe before importing new data.
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Upload a previously saved backup (.json or .xlsx) to restore all data.
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Set your chapter's green rate target (shown on dashboard)
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🖨️ Generate print-ready reports. All reports open in a new tab optimised for printing or saving as PDF.
Full Chapter Report
Complete report with band distribution, quick wins, upcoming training, and full member table.
Member List (current filter)
Prints the current filtered/sorted list from the Dashboard tab. Set your filter first, then print.
Needs Report
Lists members who still need Referrals, Visitors, Training, TYFCB, or Testimonials — grouped by parameter.
Report Preview
📈 Monthly Trend. Upload the Chapter Traffic Lights Excel with monthly score columns. Tracks each member's progress over time.
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💡 Tips for improving your BNI Go Green score:
1
📅 Never Miss a Meeting
Attendance is worth 15 pts. Even 1 absence costs 5 pts. Zero absences = full 15 pts. Block the weekly meeting in your calendar permanently.
2
⏰ Always Arrive On Time
Being late even once costs all 5 "On Time" points. Arrive 10 minutes early — be the example for others.
3
📤 Give at Least 1 Referral Per Week
Referrals are worth up to 20 pts. Aim for 1.2+ referrals/week (the 20-pt threshold). Think of 1 person each day who could use a member's service.
4
👤 Bring Visitors Consistently
Visitors are worth up to 20 pts. Aim for at least 1 visitor per 4 weeks (>0.75/week threshold). Tell everyone you know about BNI.
5
💰 Close TYFCB Business
TYFCB is worth up to 15 pts. You need ₹20 lakh+ over 6 months for full marks. Follow up on referrals received and report closed business promptly.
6
🗣 Write Testimonials
Testimonials are easy points (10 pts). Write a genuine testimonial for a member you have done business with. Aim for 1 every 2 weeks.
7
📚 Attend Training Sessions
Training is worth 15 pts. Attend at least 3 sessions in 6 months for full marks. Check the Training tab for upcoming sessions near you.