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Data Dashboard

Finance

Overall Goal

We will have the organizational culture, structure, governance, and funding that support our success.

Objectives

  • Increase Financial Resilience
  • Diversify and Grow Recurring & Renewing Revenue
  • Build Scalable Financial Systems
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Key Performance Indicators

Wired KPIs

KPI Name Current Details Goal 2026 Goal 2030 Trend
Reserve Funds (as Months of Operating Expense)
Organization cash reserves measured by how many months of average operating expenses they could cover.
2.93
98% of goal
 — 3.00 6.00
18 Months
Earned Income Sustaining Core %
Measure of how much our core recurring revenue (dues, etc.) covers our core operating expenses.
96%
101% of goal
 — 95% 100%
8 Quarters
Member Revenue (Quarterly)
Total revenue received from individual recurring membership dues.
109,669
Prior quarter (Oct-Dec 2025)
94% of goal
 — 116,188 137,500
12 Quarters
Member Lifetime Value (Projected)
Projected total revenue a new member will contribute over their entire tenure, based on current retention rates.
1,760
110% of goal
 — 1,600 2,000
n/a
Revenue vs Expense Index (per member)
Ratio showing how close individual member dues are to covering the total cost per member of operating the space.
0.63
90% of goal
 — 0.70 0.70
n/a

KPIs In Development

KPI Name Current Details Goal 2026 Goal 2030 Trend
No in-development KPIs currently listed.
KPI Name 2023 2024 2025 2026 2027 2028 2029 2030
Reserve Funds (as Months of Operating Expense) n/a n/a 1.50 3.00 3.50 4.00 5.00 6.00
Earned Income Sustaining Core % n/a n/a 90% 95% 100% 100% 100% 100%
Member Revenue (Quarterly) n/a n/a 109,149 116,188 120,313 127,875 134,063 137,500
Member Lifetime Value (Projected) n/a n/a 1,450 1,600 1,700 1,800 1,900 2,000
Revenue vs Expense Index (per member) n/a n/a 0.70 0.70 0.70 0.70 0.70 0.70
  • Reserve Funds (as Months of Operating Expense): Organization cash reserves measured by how many months of average operating expenses they could cover. Source: Google Sheets: Cash and Cash Equivalents / Average Monthly Operating Expense.
  • Earned Income Sustaining Core %: Measure of how much our core recurring revenue (dues, etc.) covers our core operating expenses. Last snapshot: 2025-12-31 Source: Google Sheets: (Total Income - Grants/Donations) / (Total Expense).
  • Member Revenue (Quarterly): Total revenue received from individual recurring membership dues. Last snapshot: 2026-03-16 Source: Google Sheets: Membership income for Oct-Dec 2025 (most recently completed quarter).
  • Member Lifetime Value (Projected): Projected total revenue a new member will contribute over their entire tenure, based on current retention rates. Last snapshot: 2026-03-16 Source: Automated: Projected LTV for members in their first year (Year 0).
  • Revenue vs Expense Index (per member): Ratio showing how close individual member dues are to covering the total cost per member of operating the space. Last snapshot: 2026-03-16 Source: Calculated: (Monthly Dues Revenue per Head) / (Monthly Operating Expense per Head).

Key insights

Payment Method Mix

Breaks down active members by their recorded payment method.

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  • Source: profile field_member_payment_method values on active members.
  • Processing: Counts the first recorded payment method per member; multi-select entries contribute once per unique value.
  • Notes: Historical view will replace this snapshot once plan-based snapshots become available.
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Average Recorded Monthly Payment by Membership Type

Uses recorded monthly payment fields to estimate typical recurring revenue by membership category.

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  • Source: field_member_payment_monthly on active default member profiles with status = 1.
  • Processing: Averages non-zero monthly payment entries per membership type; blank values are excluded.
  • Definitions: Provides directional signals only—reconcile against billing exports before reporting revenue.
  • Overall recorded average: $55.29 per month
  • Projected monthly revenue from recorded entries: $37,207.50
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Estimated Lifetime Value by Membership Type

Average total revenue contribution per member, grouped by their current membership type.

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  • Source: Active member profiles with valid join dates and monthly payment values.
  • Calculation: (Months Active) * (Current Monthly Payment).
  • Note: This is an estimate based on current payment rates and does not account for past rate changes or pauses.
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Lifetime Value by Tenure (Realized + Projected)

Total estimated value of members by tenure, combining what they have already paid with what they are expected to pay in the future.

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  • Data Sources: "profile__field_member_payment_monthly" (Revenue) and "profile.created" (Tenure).
  • Realized Value: Sum of (Months Active * Monthly Payment) for all members currently in each tenure bracket.
  • Projected Value: (Avg Monthly Payment) * (Projected Future Months). Future months are derived from a 3-year smoothed churn curve of all historical member tenure records.
  • 0 Years Bucket: Represents a hypothetical new member paying the current average rate, projected using the year-0 churn rate.
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Average Member Tenure by Plan Type

Comparing how long members on different billing plans have been with the organization.

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  • Source: Active users with assigned Chargebee plans.
  • Metric: Average number of months since "Member Join Date" for currently active members on this plan.
  • Interpretation: Higher values indicate plans associated with longer-term members.
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Chargebee Plan Distribution

Active users grouped by Chargebee plan assignment.

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  • Source: user profile field_user_chargebee_plan for published members.
  • Processing: Counts distinct users per plan; empty values appear as "Unassigned".
  • Notes: Historical view will replace this snapshot view once plan snapshots are populated.
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All metrics shown are aggregated to protect member privacy. Use configuration to adjust minimum counts and data sources.