Nonprofit – Membership Dashboard

What is a Membership Dashboard for Nonprofits? Membership Dashboards are considered analysis tools and are used by executives and membership managers track their membership metrics. Some of the main functionality in this type of dashboard is that it provides and single screen view of the member base from seven different angles: 1) Number of members by membership type, 2) New members and drops, 3) Number of members and related dues by month (trend), 4) Top 10 membership count by geography, 5) Dues and target dues by state/territory, 6) New members versus target by geography, and 7) Dues by city and state/territory. Users can filter the dashboard using the Time and Geography menus on the left side of the screen. You find an example of this type of dashboard below.

Purpose of Membership Dashboards Nonprofits use Membership Dashboards to make it easy and quick to monitor and analyze essential KPIs. When used as part of good business practices in a Membership department, an organization can improve and speed up its revenues and membership strategies, and it can reduce the chances that trends or anomalies like a rapid drop in membership in a certain region do not go undetected for a longer period.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives and membership managers. Other Reports Often Used in Conjunction with Membership Dashboards Progressive Membership departments sometimes use several different Membership Dashboards, along with detailed membership reports, sales reports, revenue dashboards, profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from membership management applications and/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 dashboard 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 Dashboard in Solver? The Nonprofit – Membership Dashboard is a pre-built xFP&A dashboard 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 dashboard template? Cfos, controllers, and nonprofit finance teams in nonprofit organizations rely on this Solver dashboard template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

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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