Author Topic: Any interest in a Month Overview section in the CiviMember dashboard? (Read 551 times)

wtheaker · January 18, 2015, 04:06:19 pm

I've been playing around with the membership dashboard to make it more useful and appealing. I have a semi-functional mockup, but was first hoping to solicit feedback about the design and content of this section before pushing it upstream. What are your thoughts?

lynx · January 20, 2015, 12:17:35 pm

Looks good, though I haven't used that part yet, so have nothing to compare to. Summary displays are always welcome.

Dave Greenberg · January 20, 2015, 01:20:03 pm

I tweeted this post in hopes of getting more feedback from current CiviMember users. My immediate reactions:
- a bit confused about 'what month' - e.g. current month-to-date, prior month
- Renewing NN% - what does that mean (e.g. NN% of memberships which expire this month were renewed, or ??)
- Total - is that total # of 'current' memberships as of today or ??

What about making this block (or perhaps the entire top portion of the dashboard) an embeddable 'dashlet' based on a new or extended membership summary report? Probably a good bit more effort - but would allow users decide what they want in the view.

SarahG (FountainTribe) · January 20, 2015, 05:16:26 pm

+1 on the idea for making this a report that can be a normal CiviCRM "dashlet". (FYI: Since its called a "dashboard", many end-users already assume it is a dashlet, then get frustrated when they learn they cannot change it)

xavier · January 21, 2015, 07:33:03 am

I'd love to see a more visual dashboard, using civisualize.

sid might be able to give a hand, once we get clearer about what "story" we want the dashboard to tell.

lolas · January 29, 2015, 08:26:47 am

I do like the improved look. Yes, perhaps it needs more clarity about which month the overview is summarizing.

The 4 overview sections could have small help symbols next to them (blue ? like other items in Civi) to specify what the numbers mean.
I am not clear on what the right hand column which shows 41,135 and $50,321.05 is referring to.

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Author Topic: Any interest in a Month Overview section in the CiviMember dashboard? (Read 551 times)

wtheaker

Any interest in a Month Overview section in the CiviMember dashboard?

lynx

Re: Any interest in a Month Overview section in the CiviMember dashboard?

Dave Greenberg

Re: Any interest in a Month Overview section in the CiviMember dashboard?

SarahG (FountainTribe)

Re: Any interest in a Month Overview section in the CiviMember dashboard?

xavier

Re: Any interest in a Month Overview section in the CiviMember dashboard?

lolas

Re: Any interest in a Month Overview section in the CiviMember dashboard?