It's December 2013 and every association is about to embark on a new year. A year in which we want our associations to go to a new level, membership to increase, more members engage in our programs and a vibrant board who is thinking futuristic with great ideas and innovation at the forefront.
- Total Member Surplus at Year End. This displays the overall success of the organization in building financial resources to do the work of the association.
- Total Membership Each Quarter. This tells you the direction of member confidence. If members have confidence in your association, retention rates are high, and membership continues to grow.
- Rolling 12 Months of Revenues and Expenses Each Quarter. This helps you see the impact of your board decisions on monthly basis.
- Revenue Per Member on a Quarterly Basis. This shows how engaged the members are in member programs.
- Quarterly Non-Dues Revenue vs Dues-Revenue. This allows you to see the connection of non-dues vs dues revenue to your overall budget. If dues is level, yet non-dues revenue is growing, you don't need to think about a dues increase as seriously. It helps you make good decisions and not knee jerk, "We need to raise the dues."