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Example of a Top Ten Members by Profitability Report for credit unions

What is a Top Ten Members by Profitability Report?

Top Members by Profitability Reports are considered customer ranking reports and are used by managers and account executives to get a snapshot of the top most profitable members. Some of the main functionality in this type of report is that it groups the top 10 members by branch location and then ranks them based on profitability. The columns include: Average account balance, Total revenue, Total expense, and Net profit. The color indicators help the user quickly see important metrics. You find an example of this type of report below.

Purpose of Top Members by Profitability Reports

Credit Unions use Top Members by Profitability Reports to at any time be able to identify their most important members at the branch level and overall. When used as part of good business practices in Executive- and Account Management departments, a company can improve its member retention strategies, and it can reduce the chances that top members are not getting the optimal nurturing.

Example of a Top Members by Profitability Report

Here is an example of a Top Ten Member Report that ranks members based on profitability and groups them by branch.

Example of a Top Ten Members by Profitability Report for credit unions

Example of a Top Ten Members by Profitability Report for credit unions

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Account executives, production managers, branch managers, analysts.

Other Reports Often Used in Conjunction with Top Members by Profitability Reports

Progressive Executive- and Account Management departments sometimes use several different  Members Profitability Reports, along with detailed member transaction reports, financial statements, annual budgets, KPI dashboards, Member dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from membership systems and 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a New Member Acquisition Report for Credit Unions

What is a New Member Acquisition Report?

New Member Acquisition Reports are considered growth and profitability analysis tools and are used by credit union sales managers and leaders to monitor new member growth and profitability metrics. Some of the main functionality in this type of report is that it shows new member KPIs for any given month and branch. The rows list new members by name and product, and key columns include detail and totals for: Average product balance, Net interest amount, Monthly cost, SFAS cost and Net profit. You find an example of this type of report below.

Purpose of New Member Acquisition Reports

Credit Unions use New Member Acquisition Report to easily analyze the quantity of new members a branch has acquired and the level of profitability associated with each member and in total. When used as part of good business practices in Production- and Account Management departments, a company can improve its revenue growth strategies, and it can reduce the chances that unprofitable tactics are not quickly addressed.

Example of a New Member Acquisition Report

Here is an example of a New Member Acquisition Report with a detailed listing of new members for a specific period as well as the related KPIs.

Example of a New Member Acquisition Report for Credit Unions

Example of a New Member Acquisition Report for Credit Unions

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Account executives, production managers, branch managers, analysts.

Other Reports Often Used in Conjunction with New Member Acquisition Reports

Progressive Production- and Account Management departments sometimes use several different New Member Acquisition Reports, along with financial statements, annual budgets, sales forecasts, KPI dashboards, Member dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from member systems and 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Membership Dashboard Example for a Nonprofit Organization

What is a Membership Dashboard for a Nonprofit Organization?

Membership dashboards are considered monitoring and analysis tools and are used by executives and membership managers to track trends and variances in their membership base. Some of the key functionality in this type of visual report is that it is parameter driven and can be run for any period. It has six KPI charts and a report section at the bottom. The charts provide visual analysis of actual versus target membership, members at risk per region, trends in member dues, trends in new members versus dropped members, member count per region, and new member adds versus target. You find an example of this type of visual report below.

Purpose of Membership Dashboards

Nonprofits and associations use Membership Dashboards to provides managers with an easy, self-service way to monitor membership trends and variances. When used as part of good business practices in a Membership department, an organization can improve its member-related strategies and speed up decision-making as well as reduce the chances that important trends or anomalies go undetected for weeks or months.

Membership Dashboard Example

Here is an example of a modern Membership Dashboard for associations and other nonprofit organizations.

Membership Dashboard Example for a Nonprofit Organization

Membership Dashboard Example for a Nonprofit Organization

 

You can find hundreds of additional examples here

Who Uses This Type of Visual report?

The typical users of this type of visual report are: Membership managers and executives.

Other Visual reports Often Used in Conjunction with Membership Dashboards

Progressive membership departments sometimes use several different Membership Dashboards, along with annual budget models, membership reports, dues and subscription reports 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Executive Dashboard Example for a Nonprofit Organization

What is an Executive Dashboard for a Nonprofit Organization?

Executive dashboards are considered monitoring tools and are used by executives and senior management to have a single web-based report that shows the metrics that matter the most to them. Some of the key functionality in this type of visual report is that it it provides a mix of graphical analysis as well as a report (partially visible at the bottom of the screenshot below). The user can refresh the report and choose filters for department and time period to see the data they are looking for. The two charts on the left compare actual to budget for the top revenues and expense categories, while the two charts in the middle show the monthly trend for the same metrics. The final two charts show membership count by region and grant amounts by program. You find an example of this type of visual report below.

Purpose of Nonprofit Executive Dashboards

Nonprofits and associations use Executive Dashboards to give leaders an easy, self-service way to analyze the organization’s KPIs. When prepared as part of good business practices in a Financial Planning & Analysis (FP&A) department and actively used by executives, an organization can improve its strategies and reaction time as well as reduce the chances that leaders¬†miss important trends and variances.

Nonprofit Executive Dashboard Example

Here is an example of an Executive Dashboard for nonprofit organizations.

Executive Dashboard Example for a Nonprofit Organization

Executive Dashboard Example for a Nonprofit Organization

You can find hundreds of additional examples here

Who Uses This Type of Visual report?

The typical users of this type of visual report are: Executives and senior managers.

Other Visual reports Often Used in Conjunction with Nonprofit Executive Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Nonprofit Executive Dashboards, along with financial statements, budget dashboards 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Revenue Dashboard Example for a Nonprofit Organization

What is a Revenue Dashboard for a Nonprofit Organization?

Revenue dashboards are considered important analysis tools and are used by for executives and revenue managers to track trends and variances in their sources of funding. Some of the key functionality in this type of visual report is that it it provides a mix of graphical analysis as well as a report (partially visible at the bottom of the screenshot below). The user can choose filters for department and time period to see the data they are looking for. The report covers revenues from grants, products & services and, when applicable, membership dues. You find an example of this type of visual report below.

Purpose of Nonprofit Revenue Dashboards

Nonprofits and associations use Revenue Dashboards to easily analyze their revenue performance versus budgets and targets. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its strategies and reaction time to changing market conditions as well as reduce the chances that managers miss important trends and variances.

Nonprofit Revenue Dashboard Example

Here is an example of a Nonprofit Revenue Dashboard with a report section and dynamic parameters.

Revenue Dashboard Example for a Nonprofit Organization

Revenue Dashboard Example for a Nonprofit Organization

You can find hundreds of additional examples here

Who Uses This Type of Visual report?

The typical users of this type of visual report are: Executives, financial managers and revenue managers.

Other Visual reports Often Used in Conjunction with Nonprofit Revenue Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Nonprofit Revenue Dashboards, along with financial statements, budget models, grants dashboards, membership dashboards 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Membership Analysis Report Example

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.

Membership Analysis Report Example

Here is an example of a Membership Report that compares financial and statistical metrics across geographic regions.

Membership Analysis Report Example

Membership Analysis Report Example

You can find hundreds of additional examples here

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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Membership Forecast for Nonprofit Organizations Example

What is a Membership Forecast for Nonprofit Organizations?

Membership forecast forms are considered key parts of a forecast model and are often used by budgeting and membership managers to estimate revenues from membership fees in the coming months. Key functionality in this type of template displays actual year-to-date metrics like renewals, retention and expiration. The user then enters the forecasted figures for the remaining periods of the year. Once the user enters the membership fees, the revenues will automatically calculate. After this, the user enters drivers for the related membership expenses. The end result is a full profit & loss forecast specifically for this area of the organization. You will find an example of this type of template below.

Purpose of Membership Forecast Models

Nonprofit organizations use Membership Forecast Models to get a detailed picture of expected revenues and expenses related to their membership business. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, they can improve their membership-related strategies, as well as, reduce the chances that planners and executives overlook unexpected membership trends.

Membership Forecast Model Example

Here is an example of a Membership Forecast input form.

Membership Forecast for Nonprofit Organizations Example

Membership Forecast for Nonprofit Organizations Example

 

You can find hundreds of additional examples here.

Who Uses This Type of Template?

The typical users of this type of template are: Membership managers and budget managers.

Other Templates Often Used in Conjunction with Membership Forecast Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Membership Forecast Models, along with a complete forecast model and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples