I feel like slamming my head on my desk every time I try to pull membership numbers in Analytics. I have a widget with the total number by level by calendar year, but I've been asked for the number by level at the end of specific fiscal years. Is there an easy way to do this in Analytics? I tried using expiration dates that would cover the FY, but that double counts those who renewed in the middle of the FY. An extraction seems to give us the most accurate numbers, but I'd love to be able to pull this into a widget. :-)
Anne
Following this! Please, as we have the same issues Anne! We do everything by Fiscal Year and the numbers are always weird
Hi Anne,
This approach may work for you:
(+) Month by month member counts - Discussions - analytic Coffee! - Tessitura Network
I found (somewhere, I don't remember where) of this dashboard here.
I'm still not exactly sure how it would parse 'Current Membership Level' vs 'Membership Level'. I'd be interested in your thoughts.ActiveMemberships.dash
Amusingly enough, I went to import that dash file and I already have it. ha! I'm using the bottom widget in another dashboard, but it is by calendar year. And I need FY.
This is getting closer, but I need a count by membership level. I'll play around with it and see what I can figure out. I suppose I would only need the final month of each FY for what I've been asked for.