The Members dashboard can help you track your members' status activity. Use it to review how many new members have joined or how many have left. The dashboard provides an easy-to-understand overview to help you make informed decisions for your space.
Please note that this report is based exclusively on the changes made to member statuses each month. For example, if you manually set a member's status to "Former," this will be reflected on the dashboard, and the member will be marked as lost.
Before you start
Dashboard overview
You can control the types of members considered "new" when calculating the metrics on the dashboard. If you wish to include returning members in the calculations, set "Consider Returning Members New" to Yes.
The four widgets at the top of the dashboard provide summarized membership information for the selected time period:
New Members – The number of members who joined your organization for the first time in the selected period. If "Consider Returning Members New" is set to "Yes," returning members will also be included.
Lost Members – The number of members marked as "Former" in the selected period and the members who switched from "Active" to another status within two consecutive months.
Net New/Churned Members – The difference between New and Lost Members.
Active Members – The number of members who have had the status "Active" at least once in the selected period.
New and Lost Members by Month
This chart compares new and lost members for each month during the selected period and shows the monthly Net New / Churned Members.
Net Growth by Month
This chart shows the net member growth for each month during the selected period, calculated as follows:
Net Growth % = Net New/Churned Members ÷ (Active Members – New Members)
Members Totals
This table summarizes the totals across the dashboard visualizations and provides a monthly breakdown. Each total can be clicked to see a list of members who contributed to it.
The table cells are highlighted in a different color depending on the trend identified - for example, if the revenue for the current month is greater than the revenue for the previous month, the cell will be formatted in a darker shade of green.