Membership Dashboard for a Nonprofit Organization

    What is a Membership Dashboard for a Nonprofit Organization ? Membership dashboards are considered monitoring and analysis tools and are used by executives and membership managers to track trends and variances in their membership base. Some of the key functionality in this type of visual report is that it is parameter driven and can be run for any period. It has six KPI charts and a report section at the bottom. The charts provide visual analysis of actual versus target membership, members at risk per region, trends in member dues, trends in new members versus dropped members, member count per region, and new member adds versus target. You find an example of this type of visual report below. Purpose of Membership Dashboards Nonprofits and associations use Membership Dashboards to provides managers with an easy, self-service way to monitor membership trends and variances. When used as part of good business practices in a Membership department, an organization can improve its member-related strategies and speed up decision-making as well as reduce the chances that important trends or anomalies go undetected for weeks or months. Membership Dashboard Example Here is an example of a modern Membership Dashboard for associations and other nonprofit organizations. [caption id="" align="alignnone" width="2560"] Membership Dashboard Example for a Nonprofit Organization Membership Dashboard Example for a Nonprofit Organization[/caption]   You can find hundreds of additional examples here Who Uses This Type of Visual report ? The typical users of this type of visual report are: Membership managers and executives. Other Visual report s Often Used in Conjunction with Membership Dashboards Progressive membership departments sometimes use several different Membership Dashboards, along with annual budget models, membership reports, dues and subscription reports and other management and control tools. Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from dedicated membership management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions. What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
    • Native ERP report writers and query tools
    • Spreadsheets (for example Microsoft Excel)
    • Corporate Performance Management (CPM) tools (for example Solver)
    • Dashboards (for example Microsoft Power BI and Tableau)
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