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Never been a member before dashboard

Tara Uppman
$organization

Hi all! I am trying to put together a dashboard of members who have never been members at the museum before. The NRR status we have makes you a new member after 24 months. Any ideas? I can build a list but that feels a little clunky.

  • $organization

    Hi Tara,

    There was just a similar request for new subscribers here. We could use the same approach here. Your specifics may vary depending on the time period of new you want to report. E.g. new this FY or new this month, or this week... It also may vary on whether you want to use the Purchase Date or Start/Initiation Date of the membership when defining that time period. In the example below I'll use new this FY and the membership start date.

    Filter the dashboard widget on a membership organization and membership start date fiscal current year offset = 0.

    SUM ( [Constituent ID] ,
      IF (
        ( ISNULL ( ( [Total Membership Count] , [Membership Start Date Fiscal Current Year Offset < 0] ) ) 
        OR ( [Total Membership Count] , [Membership Start Date Fiscal Current Year Offset < 0] ) = 0
        , 1
        , NULL
      )
    )

    For each constituent with a membership starting in the current fiscal year, if the count of their memberships from any prior fiscal year is empty or zero, then count this constituent as new.

    That can get you started for a number in a widget, but you said you want a dashboard focused on these constituents, presumably with many widgets reporting on the trends of these people. Assuming that all the widgets are using the Memberships cube, the formula above could be turned into a dashboard filter on Constituent ID... using the Ranking type filter set to return the TOP 10000, with a formula like the inside of the above one...

      IF (
        ( ISNULL ( ( [Total Membership Count] , [Membership Start Date Fiscal Current Year Offset < 0] ) ) 
        OR ( [Total Membership Count] , [Membership Start Date Fiscal Current Year Offset < 0] ) = 0
        , 1
        , NULL
      )

    If this is feeling complicated, we can always use a Tessitura list that follows the same logic, and schedule the General List utility to run each night before the Analytics data refresh. Then use that list as a filter on your dashboard. There's an added benefit to using a list... it can be used to filter widgets in your New Members dashboard that use any data source. For example, a widget showing attendance and products trending for new members. The formula above will not support this because the constituents' membership details used in the formula are not in the Seats and Tickets cube.