Membership Upgrades & Downgrades dashboard
The Membership Upgrades & Downgrades dashboard tracks how members move between membership levels and reveals the resulting impact on monthly dues. Analyze overall trends, common membership movements, and individual change details to understand where upgrades, downgrades, and lateral changes are occurring.
The Membership Upgrades & Downgrades dashboard helps you understand how members move between Membership Type Groups and how those changes affect monthly dues.
Membership movements are classified using the tiers assigned to each Membership Type Group. Tier 1 is the highest membership level.
Change Types
- Upgrade: The member moves to a higher-tier Membership Type Group.
- Downgrade: The member moves to a lower-tier group.
- Lateral Change: The member moves between groups assigned to the same tier.
- Unclassified: The movement could not be classified using the configured groups and tiers.
Dashboard Views
Upgrades & Downgrades
Analyze upgrade, downgrade, and lateral-change counts by club, Membership Type Group, member demographics, membership duration, average monthly check-ins, and other attributes.
Dues metrics include:
- Upgrade Dues Impact
- Downgrade Dues Impact
- Net Dues Impact from Tier Changes
- Average Dues Impact per Member
Lateral changes are not included in the dues-impact metrics.
Top Membership Movements
See the most common movements from one Membership Type Group to another. Filter by change type, original group, or updated group to identify the membership transitions occurring most frequently.
Trends
Track upgrades, downgrades, and lateral changes over time. Use the available View By, Segment, and daily or monthly options to compare movement patterns across locations and member groups.
Change Detail
Drill into the membership-change events behind the dashboard totals. Details include:
- Agreement number and member name
- Change date and change type
- Original and updated Membership Type Group
- Original and updated monthly dues
A member can appear more than once if they made multiple membership changes during the selected period.
Membership Type Group Setup
Your Membership Type Groups must be ranked for this dashboard to classify movements correctly. Admin users can manage these settings from Admin > Membership Type Grouping.
Assign each group a tier from 1 through 99:
- Tier 1 represents the highest membership level.
- Multiple groups may share the same tier.
- Moving between groups with the same tier is considered a lateral change.
Changes to Membership Type Group settings will be reflected in reporting after the next data refresh.