Reporting and Insights for your Membership Organisation

Quickly collect, visualise, and interpret your data to make informed strategic decisions

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Many membership organisations still face challenges when it comes to effectively interpreting and using their data to inform strategic decisions.

Dynamics 365 for Membership Organisations addresses this challenge by providing your business with extensive insights into your organisation, allowing you to make data-driven choices that will contribute to your long-term success. 

User-friendly Dashboards and Reports

Effective reporting can be time-consuming and complex, especially with a large volume of data. However, making informed strategic decisions that drive success can be difficult without understanding where your organisation is at. Dynamics 365 simplifies the reporting process through user-friendly dashboards, enabling you to:

  • Automate reporting: Eliminate lengthy administrative processes streamlining reporting
  • Gain real-time insights: Benefits from continuously refreshed data, ensuring that information is always as up-to-date as possible
  • Empower employees: Make it easy for your employees to identify opportunities, pinpoint problems, trends and more
  • Enhance data accuracy: Minimise the risk of errors and data discrepancies, increasing the reliability of your reports
  • Create custom visualisations: Metrics shown within dashboards are determined by you
Membership Organisation Dashboard in Dynamics 365

Easily monitor your organisational performance 

Quickly assess your organisation’s performance through tailor-made dashboards, displaying the key performance indicators (KPIs) that you want to track. With data like this readily available, it becomes easy to track overall performance and understand where your employees should allocate their efforts.  The metrics shown can cover a wide variety of areas such as: 


Easily monitor cancellation requests and actual cancellations over a given time period. By looking into this data your membership organisation can quickly identify common non-renewal patterns and proactively address their root cause/s

New Sign-Ups

Efficiently keep track of new membership signups, including start date and the channel the subscription came from. Seamlessly compare previous periods, enabling your organisations to identify and quickly respond to any fluctuations in sign-up rates.

Lapsed (or Inactive) Members

Identify how many members are inactive or at risk of losing interest, and actively target them with targeted re-engagement activities that make a difference.

Member Retention Rate

Quickly understand the percentage of members that have remained with your organisation over time, and at what point members are most likely to leave.


Gain insight into the revenue generated within a specific time period and determine whether it aligns with your targets. Moreover, it is possible to delve deeper into the data to understand your different revenue streams.

Member Lifetime Value

Analyse the lifetime value of your members, providing a comprehensive understanding of their long-term contribution to your organisation.

Ready to start reporting the way you want?

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What some of our clients say...

Frequently Asked Questions

At Pragmatiq, every solution we build is tailored made to fit around the requirements of our client. Because of this, the features that can be added and altered are endless. Below are a few common requirements that we have come across within the membership sector: 

Yes, our software is designed at a bespoke level and can be seamlessly applied to organisations of various sizes. Whether you are a small or a large membership organisation, our software can be tailored to fit your specific requirements. 

Unlock advanced insights with Power BI

Looking to gain deeper insights from your data? Dynamics 365 seamlessly integrates with Power BI, an advanced data analysis and visualisation tool. This enables you to effectively interpret and consolidate complex data, which is then presented in user-friendly dashboards and reports.  

Want to get started with Power BI, then get in contact with us now and our team will be happy to help.

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