Platform capabilities

Members by industry

This section provides an overview of members categorised by their respective industries.

Total members

Displays the total number of members currently enrolled.

Membership growth over time

Tracks and visualises how membership numbers have changed over a specific time period.

Total donation amount (year to date)

Displays the cumulative amount of donations received since the start of the year.

Total donors (year to date)

Shows the total number of unique donors who have contributed since the beginning of the year.

Donors by year over time

Provides a year-by-year breakdown of donor numbers, helping to track trends and growth.

Donation amount (last 30 days)

Highlights the total donations received in the past 30 days, offering insight into recent activity.

Total donor subscriptions

Tracks the number of active donor subscriptions, reflecting ongoing support.

Donations by method

Breaks down donations based on the method of payment used, such as credit card, bank transfer, or other options.

Donations by month over time

Illustrates donation trends by month, making it easier to identify seasonal patterns or significant changes.

Total finances received (year to date)

Displays the total amount of finances collected so far this year.

Amount received in the last 30 days

Shows the total payments received within the past 30 days.

Count of members who made payments

Tracks the number of members who have made contributions.

Total subscriptions

Provides the total count of active subscriptions.

Value received by month

Breaks down the revenue received on a monthly basis.

Value of receipts by payment method

Categorises revenue based on the method of payment used.

Revenue received over multiple years

Analyses and compares revenue trends across several years.

Resignations (year to date & this month)

This section tracks the total number of resignations for the year so far and highlights those that occurred specifically this month.

Resignations by category

Analyses resignations by grouping them into defined categories, providing a clear overview of trends within specific segments.

Resignations by reason

Summarises the primary reasons given for resignations, offering insights into patterns and potential areas for improvement.

Resignations by tenure

Examines resignations based on the length of tenure, helping to identify when members are most likely to leave.

Multi-year analysis of resignations

Presents a comparative analysis of resignation trends across multiple years to identify long-term patterns and changes.

Upcoming renewals

This section provides an overview of memberships due for renewal soon.

Renewals year to date

Displays the total number of renewals completed so far this year.

Renewals by month

Breaks down renewals on a monthly basis to track trends and patterns.

Renewals by category

Organises renewals based on specific membership categories for deeper insights.

New members (year to date)

Displays the total number of new members acquired so far this year.

New members this month

Shows the number of new members acquired in the current month.

New members by month

Provides a breakdown of new members acquired each month throughout the year.

New members by tier or category

Categorises new members by tier or category for better analysis of member demographics.

Total events

Displays the total number of events tracked on the dashboard.

Total RSVPs

Shows the overall count of RSVPs for all events.

Events by month

Provides a breakdown of events organised by month.

Upcoming events by RSVP count

Highlights upcoming events ranked by the number of RSVPs received.

Upcoming events table

Presents detailed information about upcoming events, including:

• Event name
• Start date
• Attendees categorised by status (attending, not attending, attended, did not attend, waitlisted)
• Custom event fields

Customise layouts

Users can personalise their dashboard layouts to suit their specific needs.

Apply filters

Users have the ability to refine the data displayed on their dashboards by applying custom filters.

Export dashboards

Dashboards can be exported as PDFs, making it easy to share information with others.

Total emails sent (year to date)

Displays the total number of emails sent so far this year.

Scheduled campaigns

Shows a list of campaigns that are scheduled but not yet sent.

Completed campaigns (year to date)

Highlights the campaigns that have been successfully completed this year.

Draft campaigns

Provides a view of campaigns that are in draft and not finalised.

Delivered rate (year to date)

Indicates the percentage of emails successfully delivered to recipients this year.

Open rate (year to date)

Displays the percentage of delivered emails that have been opened by recipients this year.

Click-through rate (year to date)

Shows the percentage of opened emails where recipients clicked on links within the email this year.

Unsubscribe rate (year to date)

Reports the percentage of recipients who unsubscribed after receiving emails this year.

Email campaigns by month

Breaks down email campaign performance by month to track trends over time.

Email campaigns by author

Provides insights into the performance of campaigns based on the authors who created them.