Nonprofit – Membership Overview

What is a Membership Analysis Report? Membership reports are considered analysis tools and are used by membership managers to monitor statistical and financial member metrics. Some of the key functionality in this type of report is that it can be run for any period and any organizational unit. The core of the report shows membership metrics by state and region with sub-totals and totals. The columns include Number of Members, Actual Dues, Budgeted Dues, Budget Variance, # of New Members, New Member Target, Variance and Drops. You find an example of this type of report below.

Purpose of Membership Analysis Reports Nonprofits and associations use Membership Analysis Reports to monitor the organization's ability to meet its membership budgets and goals. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Membership department, an organization can improve its revenues and membership numbers as well as reduce the chances that attrition or other issues limits successful growth.

Who Uses This Type of Report? The typical users of this type of report are: Membership managers, executives. Other Reports Often Used in Conjunction with Membership Analysis Reports Progressive Financial Planning & Analysis (FP&A) and Membership departments sometimes use several different Membership Analysis Reports, along with membership dashboards, financial statements, budget models and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from dedicated membership management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for nonprofit finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Nonprofit – Membership Overview in Solver? The Nonprofit – Membership Overview is a pre-built xFP&A report template in Solver designed for nonprofit organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for nonprofit finance workflows.

Who uses this Solver report template? This template is primarily used by CFOs, controllers, and nonprofit finance teams in nonprofit organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for nonprofit finance teams managing budgets, forecasts, and performance reviews.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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