Current Stats
Total Accounts, Accounts w/Membership and More
Total accounts
This
tells you the total number of accounts in the system. If you are having
trouble finding a member you can click on the “total accounts” link to pull up
all members and then search for the member’s name.
Under the total number you will see a breakdown of accounts.
- Accounts w/ membership are accounts that have a membership level attached to them. This includes both free and paid membership levels.
- Accounts w/o membership are accounts that do not have a membership level attached to them. This
could be donors, volunteers, potential members or anyone you’d like to
keep in the system.
How do I decide what nonmembers should be imported or stored in MembershipWorks?
- If
you want to track a nonmember’s interactions with your organization in
their Timeline, then it is a good idea to store them in MembershipWorks.
- If
someone just attends an event, purchases an item, or is on your
newsletter mailing list there is usually no benefit to storing an
account for them in MembershipWorks.
Current Paying Members, Annual Recurring Revenue and More
- Current paying members are accounts with a paid membership level attached to them and a next renewal date in the future
- Accounts on lifetime/one-time billing are accounts that have a membership level where the member made one payment and will not need to make anymore payments
- Accounts on free membership are accounts that have a free membership level attached to them
- Accounts with no renewal date are accounts that have a membership level that is supposed to bill at
regular intervals, for example monthly or annually, but there is not a
renewal date attached to the member’s profile. This means they will not
be charged again for membership
- It is a common
error for admins to import or add members to the system without issuing a
renewal date and is usually in error. We recommend you check these
accounts to be sure you intend for these members to not be due to renew
again in the future
- Accounts past due are accounts that have a membership level attached to them and a next renewal date in the past
These
are all clickable. So, if you would like to pull up all of your
accounts without renewal dates you can click on “Accounts with no
renewal date” and it will pull up all of those accounts.
Annual Recurring Revenue is based on:
- All
members with a membership level assigned and a renewal date in the
future – ie. it excludes past due members and members that are not
assigned a renewal date.
- The revenue per member is based on
their current billing option. If the member is on “manual” billing, the
lowest cost (on an annual basis) recurring billing option will be used.
It does not include discount codes as there’s no way to know whether or
not a discount code would actually be used by your members in the
future.
Membership Level Percentages
This section gives you a breakdown of how many accounts are on each membership level. You can enable the option below the pie chart to exclude expired members.
Memberships, Add-Ons, and Labels
This section provides the breakdown of how many accounts are on each membership
level, add-on and label. They are all clickable so you can easily pull
up all of the accounts associated with a membership level, add-on or
label. This can be useful if you need quick access to a certain
group of members to email or export.
Click the checkbox "Exclude expired members" directly above this section to exclude your past due members from the counts.
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