Hi all
I'm trying to build a widget that shows how many members we had each month, going back over time, so that we can track the change in total membership numbers month on month. I feel it's a reasonable request from our memberships team to be able to visualise this data.
In list manager I would do this by adding initiation date < month of interest and expiration dates > month of interest to find all memberships that were active in any specific month. However, I'm failing to replicate this in analytics, and wondered if anyone has already tackled this?
I've got as far as (with massive thanks to Paul Woods for getting me started) setting up values for each month, using a formula (SUM([Membership Count]), [Days in Current Membership Initiation Date], [Days in Current Membership Expiration Date]) and with date filters on the initiation and expiration date.
However the numbers are really wrong (hugely overstated for this year, and much too small for previous years). I can't find any membership data that isn't Current Membership, which may be part of the problem.
Really hoping that someone can shed some much-needed light.
best wishes
Alison
Hey Alison,
Have you looked at the Membership Sales dashboard in the Memberships folder in the Tessitura Dashboards folder? There is a column chart widget called Membership Sales Comparison (this and last 2 years). I'm wondering if you could adjust this to be all years and see if that works for you.
- Chris
Hi Alison,
If I'm understanding the question correctly, I think the issue may be with the date ranges that you are using on the filtered values in the formula. Attached is an example dashboard with widgets for monthly and annual active membership counts. You should be able to import it into your environment, see the formulas, and copy them.
Hope this helps,
Ed
ActiveMemberCount.dash
HI Chris - thanks so much for the reply. Reporting on sales is fine and I like this sales comparison widget: it's just that it doesn't show total numbers of members, which tend to be the numbers that we're asked to report on. But I can see from Ed's dash another way to get there, even if it's pretty manual.
Hi Ed
That's amazing - thanks so much for sharing your membership numbers dashboard. The formulae have got me on the right track - and I'm nearly there.
Hi all,
This is really helpful! One question though, what is the difference between using a sum of the membership count and using a count of unique constituent IDs, in particular since you are just looking at a snapshot in time? Would membership count be more focused on if an organization runs more than one membership concurrently?
Thanks!
Scotland
Our Membership folks would like to see the same thing you outlined above - a count by level for each month going back several years. Since our memberships run for one or two years, it's tricky to get there by reporting sales or renewals. It sounds like you were able to set up a count dashboard successfully. Would you mind sharing it with me?-Susan