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Reporting and insights


Analytics and reporting

ReadyMembership’s analytics and reporting suite unites data from across your entire operation into one intelligent platform. By connecting website activity, events, surveys, finances, and email performance, it gives you a holistic view of member behaviour and organisational performance. Custom dashboards, automated metrics, and flexible reporting tools make it easy to identify trends, uncover opportunities, and make confident, data-driven decisions. Whether you’re evaluating event success, monitoring membership growth, or refining campaigns, the insights you need are always at your fingertips.
 

Why choose ReadyMembership for analytics and reporting?

Make smarter decisions faster

Access real-time dashboards showing membership growth, revenue trends, event attendance, and campaign performance all in one place. Instead of waiting weeks for reports or piecing together data from multiple systems, you can respond quickly to opportunities and challenges as they emerge.

AI-powered reporting and insights

Reporting becomes a live, conversational experience. Teams, managers, and leaders can ask natural-language questions through the AI assistant and receive instant dashboards, forecasts, and recommendations. Its permission-aware design ensures everyone sees the right data for their role, from operational metrics to board-level performance. By unifying data across all of your platforms, ReadyIntelligence turns complexity into clarity.

Collaborate with shared, actionable insights

Download detailed reports and share dashboards across teams so everyone works from the same data. Granular permission controls mean each team sees what's relevant to them, while improved visualisations make it easy to communicate insights to stakeholders at every level.

Gain financial clarity and confidence

Clear visibility into subscription renewals, transactions, and revenue trends supports accurate budgeting and forecasting. Identify patterns that reveal opportunities to grow income, improve retention, and plan investments with greater certainty.

Understand and engage your members better

Integrated data from every member touchpoint helps you see the complete picture of individual member behaviour. Use segmentation and personalized insights to deliver more relevant communications, improve engagement rates, and increase member satisfaction and retention.

Save time with automated insights

System-generated metrics automatically track important measures like membership length, subscription gaps, and cancellation patterns without requiring manual calculations. Customisable dashboards eliminate the need to pull data from multiple sources, giving you back valuable hours each week.

I particularly enjoy the reporting and filtering options available. These features enable us to analyse our data effectively, and I’m confident we are building a robust and valuable database of insights

Kerry Hamilton

Voluntary Organisations Disability Group, Head of Membership


Deep dive into analytics and reporting

Key features of dashboards

ReadyMembership's dashboard system provides a centralised, visual way to monitor your organisation's performance and member activity.

  • Drag, drop, and resize widgets freely to create layouts that match your workflow.
  • Create multiple dashboards for different teams, purposes, or reporting needs.
  • Set granular permissions to control who can view or edit each dashboard.
  • Compare current statistics against previous periods, projections, or different metrics.
  • Group time-series data by week, month, quarter, or year to spot trends more clearly.
  • Access full-screen mode for presentations or continuous monitoring.
  • Use context-aware widgets that automatically adapt to display relevant data

Key features of dashboard widgets

Widgets are the building blocks of dashboards, allowing you to surface exactly the information you need.

  • Filter results widgets show segmented snapshots of any data, such as overdue payments, new members in the last 24 hours, or expiring subscriptions.
  • Configure which data fields and filters appear in each widget.
  • Display data in enhanced grid formats or as graphs, charts, and doughnut visualisations.
  • Create overview widgets with visual indicators comparing performance against targets.
  • Build planned activities widgets for tracking upcoming tasks and engagements.
  • Arrange and rearrange widgets with a simple tidy function to keep dashboards organised.

Key features of metrics

The metrics system powers your dashboards and helps you measure what matters most to your organisation.

  • Automatically generated system metrics for membership length, gaps, cancellations, and subscription activity based on your configuration.
  • Pre-built metrics eliminate the need to understand complex data structures.
  • Custom metrics can be created and organised by category (finance, subscriptions, events, etc.)
  • Quick add feature lets you rapidly create new metrics with simplified workflows.
  • Metrics can use aggregate functions like sum, average, and count across your data.
  • Time-series metrics track changes over time to reveal growth patterns and trends
  • Developer-extensible system allows for additional custom system metrics

Key features of membership analytics

Understand your members' journey and relationship with your organisation through integrated visualisation.

  • Active subscriptions are prominently displayed in CRM contact and organisation views.
  • Total membership duration tracked across subscription switches and cancellations.
  • Visual indicators show membership status at a glance (with colour coding for expired/collapsed states).
  • Assess member loyalty and tenure quickly when viewing individual records.
  • Identify at-risk members through subscription expiry tracking.
  • Segment members by behaviour, engagement, and subscription patterns

Key features of event reporting

Comprehensive reporting tools help you evaluate event success and plan more effectively for the future.

  • Six different report types covering attendees, sessions, sales, transactions, cancellations, and waiting lists.
  • Export attendee data, including IDs, delegate status, booking references, dietary requirements, and custom question responses.
  • Filter reports by booking date, streams, rooms, or other criteria.
  • Generate expected attendance lists for specific sessions or rooms to support event logistics.
  • Track engagement levels and post-event feedback to measure success.
  • Download reports in CSV or Excel formats for further analysis or sharing

Key features of email analytics

Monitor and optimise your email marketing efforts with detailed campaign tracking.

  • Global email performance metrics showing open rates, click-through rates, and unsubscribe rates.
  • Track which links members click within your emails to understand content preferences.
  • Filter email statistics by campaign, date range, or recipient segment.
  • Export email performance data for deeper analysis or reporting to stakeholders.
  • Identify what messaging and content resonates most with your members.
  • Use insights to refine future campaigns and improve engagement

Key features of financial reporting

Gain clarity on your organisation's financial health and make informed planning decisions.

  • Clear visibility into subscription renewals, transactions, and revenue trends.
  • Track invoices with status indicators (raised, overdue, paid) in customizable dashboard widgets
  • Monitor due amounts and payment dates across your membership base.
  • Generate reports showing multiple financial records with flexible filtering options.
  • Support accurate budgeting and forecasting with historical trend data.
  • Identify revenue growth opportunities and member retention patterns

Key features of integrations

Extend your analytics capabilities with powerful third-party integrations for advanced insights.

  • Piwik Pro integration provides GDPR-compliant, non-aggregate user data for deeper behavioural insights (additional cost).
  • Google Tag Manager integration ensures accurate data collection and complete website engagement tracking.
  • BI tool connections with Qlik, Tableau, and Power BI enable sophisticated data modelling and visual storytelling (additional cost).
  • Maintain data privacy compliance while gaining actionable intelligence.
  • Leverage advanced visualisation and analysis tools your team may already use

See all the features

ReadyMembership brings everything together in one flexible platform that grows with you. Explore tools that simplify membership management, connect communities, support events, learning and communications, and help your team create meaningful experiences with ease.

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