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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 for competitors 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

This article discusses dashboard solutions for media organizations that are seeking to enhance their Microsoft Dynamics GP data analyses.

mediadashboard
Whether your organization focuses on television, radio, the Internet or a different medium, a complete dashboard solution would be an effective way to ensure your company meets the demands of the digital disruption. Data visualizations provide easily digestible and accessible data analyses with charts, graphs, and scorecards that spotlight trends, successes, and challenges employing key performance indicators (KPIs) and your data to inform management decision-making for a department, a project, and/or the entire company.
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This article focuses on financial reporting options for non-profit organizations utilizing Microsoft Dynamics GP, zooming in on features and functionalities to expand your analytics.

Financial reporting has traditionally been the lead singer if Business Intelligence (BI) processes were in a band, and it is no different for non-profit organizations.  If you’re utilizing Microsoft Dynamics GP, you know that the accounting system is equipped with several native financial reporting functions.  However, plenty of organizations are moving to independent software vendor (ISV) offerings for their regular financial reporting tasks, but why?  Third party software solutions for financial report writing are designed in response to consumer demands, streamlining and expanding analytics for more robust insight into your data, trajectories, successes, and challenges.  This article will explore the benefits of an ISV financial report writer for non-profit organizations using Microsoft Dynamics GP.
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Data warehousing is a powerful way for Professional Sports Teams using Microsoft Dynamics GP to manage diverse data types and produce richer financial reports.

Nowadays, the amount of data you are working with can be massive, maybe especially for professional sports teams.  Since data correlates directly to advertising, performance, profit, and so on, data warehousing can assist professional sports teams in staying on budget and on track with owners, players, administrative staff and the finance team.  Maybe you’re not that familiar with a data warehouse solution, so you have several questions.  This article will aim to offer answers that speak to your questions, so you can better understand how data warehousing can expand professional sports team data management and analytics from Microsoft Dynamics GP and additional data sources.
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bi360

This article will discuss today’s best budgeting and forecasting tools for not-for-profit organizations, specifically regarding their built-in features and functionalities to expand your Microsoft Dynamics GP experience.

Budgeting is such a crucial task, no matter if you’re budgeting for yourself or on the organizational level.  Regarding not-for-profit (NFP) organizations, budgeting might be the particular reason you are still afloat, living within your means to deliver for the community.  Recently, I had the opportunity to speak with NFP budget contributors, and the common theme was that technology has historically been restrictive when trying to meet modern planning goals.  Excel might suffice for your household budget, but is challenging for any healthy organization.  If you’re reading this blog post, you’re likely shopping around for independent software vendor (ISV) budgeting software that can read your historical Microsoft Dynamics GP figures and/or perhaps data from additional sources, like payroll from ADP or Ceridian, to streamline and improve your planning process.  Today’s planning solutions deliver secure collaboration functionality for planning tasks, which makes the inherent teamwork easier, so that your organization can be successful in living within their means.
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In this article, we’ll continue discussing data warehousing, generally and particularly, for not-for-profit organizations that are hoping to develop their Microsoft Dynamics GP experience.

In modern business, data is ubiquitous, perhaps particularly for not-for-profits (NFPs).  Since data directly supports decision-making, with NFP organizations actively working to remain on budget and/or on track with members, donors, grants and so forth, data warehousing can be helpful to your Business Intelligence (BI) tasks.  If you’re anything like I was when I first heard of a data warehouse solution, you probably have questions.  The goal for this article is to deliver the answers for NFP teams to understand how a data warehouse can improve management and analyses of your information from Microsoft Dynamics GP and other data sources.
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In this article, we’ll continue discussing the impact of data warehouse solutions for not-for-profit organizations who are using the Intacct accounting system.

Some people might think that non-profits are functioning outside of the typical business model, but in reality, data is driving the same vital decision-making for not-for-profit organizations.  As non-profits do the hard work of staying on track with budgets, donors, grants, members, and so forth, a data warehouse can be really effective and efficient for your Business Intelligence (BI) processes.  With online analytical processing (OLAP) cubes being a common technology presence, the difference between OLAP cubes and data warehouses might seem confusing to you.  In this article, we’ll discuss the benefits of data warehousing for non-profit data management and analytics tasks using Intacct.
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This article discusses modern budgeting and forecasting solutions for non-profit organizations, zooming in on premier feature and functionality offerings to expand your Intacct experience.

Budgeting is such an important process, regardless of whether you’re doing financial planning in your personal life or full-scale organizational budgets and forecasts.  For non-profit organizations, budgeting can be the exact reason you are able to live within your means, surviving to continue providing what the community needs.  When recently speaking to non-profit budgeting contributors, I discovered that one of the biggest hurdles is the technology they are using to respond to today’s complex planning demands.  Excel might be perfect for a household budget, but performs subpar for any organization of a healthy size.  If you’re reading this article, you’re probably looking at independent software vendor (ISV) budgeting tools that can bring together your historical Intacct actuals and/or maybe information from another system, like payroll from ADP, to simplify and upgrade your planning processes.  Modern planning software delivers secure collaboration for your budgeting and forecasting tasks, which streamlines the requisite teamwork, so that you can successfully live within your organization’s means.
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This article discusses dashboard software solutions for non-profit organizations that are seeking to enhance their Microsoft Dynamics GP data analyses.

Dashboards or data visualizations come in the form of graphs, charts, and scorecards, and you’ve undoubtedly interacted with them in some capacity.  This is probably because executives are prioritizing this software offering, as Gartner’s recent study on Financial Executive International CFO Technology reported.  Since business is always moving at such a rapid pace, we need easily digestible and accessible data analyses.  Data visualizations provide precisely that: charts, graphs, and scorecards spotlight trends, successes, and challenges employing key performance indicators (KPIs) and your data to inform management decision-making for a department, a project, and/or the entire organization.
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This article will zoom in on financial reporting solutions for non-profit organizations using Intacct, with a focus on features and functionalities to expand your Business Intelligence analytics.

Financial reporting is arguably the touchstone in terms of Business Intelligence (BI) analytical processes, and for non-profit organizations, it is no different.  If you’re using Intacct, you know that there is financial reporting functionality built right into the Enterprise Resource Planning (ERP) system.  But there are plenty of organizations turning to third party products to perform these routine tasks of producing financial statements – why?  The independent software vendor (ISV) offerings for financial reporting software are designed with consumer demands in mind, and they streamline and expand analyses for a richer understanding of the data, trends, opportunities, and challenges.  This article will discuss the benefits of third party financial reporting solutions for non-profit organizations using Intacct.
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