Reporting & Insight
Know what is happening while it is still happening.
The questions an association asks every month are ones your own staff write down once and ask again, rather than requests that sit in somebody else's queue. What comes back is a file you keep, and the same numbers reach the board pack, the renewal call and the grant application. Decisions stop waiting on whoever knows how to pull the data.
Let your own staff ask the questions
- Saved reports
- Filters & segments
- Scheduled delivery
- Dashboards
- No engineering
A membership director builds the list they need, saves it, and runs it again next month without asking anyone. The question that used to sit in a queue for a fortnight is answered before the meeting it was needed for, and the definition is there the next time somebody asks the same thing.
See reporting and queriesTake the answer away with you
- File exports
- Scheduled files
- Board packs
- Full data export
A saved report produces a file the association keeps, in a format a spreadsheet, an auditor and a board pack all accept. Nothing has to be screenshotted out of a dashboard, and an association that ever chooses to leave takes its data with it.
See exportsSee who is drifting before the renewal notice does
- Engagement scoring
- Weighting you choose
- Renewal health
- Cohorts
- Trends
Every login, registration, purchase and post is already on the record, so the score you weight yourself turns it into a shortlist of people worth a conversation. The association gets to act on a quiet member in month four rather than read about them in the year-end retention figure.
See engagement scoring