Membership Revenue Reporting Process Improvement for Small Scale Non-Profits
Designed and launched a scalable reporting system to provide executive leadership with real-time visibility into membership revenue trends.
Role
Financial Coordinator
Industry
Excel (Pivot Tables, SUMIFs, XLook Up, Two-way Look Ups), ShulCloud CRM
Scope
5,000+ member accounts
Payment Status Breakdown: Matrix showing payment statuses across billing types (paid, partial, adjusted, unpaid, etc.)
Automated Validation Table: Used
SUMIFformulas to verify totals and catch discrepancies
Account-Level Detail Report: Included account name, type, billing type, charge, payment, reversal, balance, and payment status.
Final detailed report used by the Executive Director for individual-level decision-making.
Screenshots attached — built using raw CRM data cleaned, categorized, and modeled for executive use.
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