Simplify your organization's management with Smart Membership's new BI dashboard

September 18, 2024 by
Simplify your organization's management with Smart Membership's new BI dashboard
Idealis Consulting, Julien De Meyer

Are you overwhelmed by data from your chamber of commerce or professional club? Seeking to make informed decisions, but finding reporting time-consuming and complex? Look no further! Smart Membership's new BI dashboard will simplify your daily management.

A comprehensive dashboard for a 360° view of your organization

Imagine having all your key indicators at your fingertips, updated in real-time. Our new BI dashboard makes this possible. You'll find:

  • Monthly Recurring Revenue (MRR): This crucial indicator allows you to track your monthly recurring revenue precisely. No more cash flow surprises! You can now anticipate your financial flows and plan investments with confidence.
  • Year-To-Date Revenue (YTD): Visualize your revenue evolution since the beginning of the year at a glance. This indicator helps you measure progress towards annual goals and adjust your strategy accordingly.
  • Yield: More than a simple ratio, this indicator analyzes profitability per member in detail. It considers retention, event participation, and service utilization, offering a more comprehensive view of the value generated by each member.
  • Active Member Count: This indicator is the pulse of your community. It allows you to track your organization's dynamics, identify periods of high or low activity, and adapt your actions accordingly.

But that's not all! Our dashboard also offers a clear breakdown of your members:

  • By status: Distinguish between active members, former members, and newcomers.
  • By organization: Optimize strategic partnerships by tracking affiliations with other organizations.
  • By membership type: Analyze the distribution among your standard, premium, and corporate offers, for example.


Here's the homepage of our Smart Membership Dashboard, integrated directly into your Odoo. This BI reporting centralizes your key data within your ERP, transforming raw information into strategic insights.

Each indicator has been carefully chosen to provide you with a clear and actionable overview of your organization. This dashboard is just the gateway to data-driven management of your activities.

Track your performance over time

Smart Membership transforms your data into actionable insights. Our dashboard allows you to spot seasonal trends in your activity, offering a clear vision of membership and participation cycles. Measure the real impact of your recruitment and retention campaigns by comparing performance before and after each action.

Understand the evolution of value generated per member by tracking yield variations. Identify factors positively or negatively influencing your members' engagement. These analyses help you discover the most effective levers to increase your yield.

Our team of Data Analysts can also produce forecasts based on your historical data, offering a prospective vision to anticipate future trends and prepare accordingly.

With Smart Membership, transition from reactive management to a proactive approach, actively shaping your federation's success.

A powerful and flexible tool for customized analysis

We understand that each organization is unique. That's why we offer personalized support to meet your specific needs. Our team of data analysts is at your disposal to build the dashboard that exactly matches your requirements, no matter how complex. They can customize existing dashboards and adapt them to reflect your company's visual identity, ensuring perfect consistency with your brand image.

Curious to discover how we can transform your data into actionable insights? Sign up now for a Smart Analytics demo to discuss with our data visualization experts and explore the endless possibilities available to you.

The power of Google Looker Studio is now available directly in your Odoo, offering a multitude of benefits. Its intuitive and interactive interface makes insights accessible to everyone, regardless of their data analysis expertise. Seamless integration with other tools like Excel or Power BI allows you to centralize your data and deepen your analyses. Moreover, thanks to automatic updates, your reports are always up-to-date, offering you a real-time view of your performance.

Take action with reliable and relevant data

With Smart Membership, you can finally:

  • Quickly identify underperforming member segments
  • Optimize your recruitment and retention campaigns by analyzing conversion rates
  • Track the effectiveness of your marketing campaigns in real-time
  • Adjust your pricing strategy based on yield evolution

Our BI dashboard is more than just a reporting tool. It's a true strategic co-pilot that allows you to make informed decisions, optimize your performance, and stay ahead in a constantly evolving environment.

Don't let data overwhelm you. Use it to propel your organization to new heights!

Want to discover how this BI dashboard can transform the management of your chamber of commerce or professional club? Request a personalized demonstration of Smart Membership today and see for yourself the power of data analysis in action!

Don't miss this opportunity to simplify your member and subscription management. Contact us today and take the first step towards data-driven management of your organization! It's important to note that the dashboard update frequency can be set according to your preferences, allowing you to adapt the tool to your work rhythm and specific needs. We'll be exploring other metrics in future articles, so stay tuned to discover how to get the most out of your Smart Membership BI dashboard.

What do you think of these metrics? Do you use them in your organization?


To find out more about the solution, visit our product page.