Overview
The few numbers the ED and the board look at first, and what needs attention this week.
How to read this page
Each tile opens the page it comes from. The attention list pulls the most urgent work lists from across the hub. “What’s in Salesforce today” shows which parts of the hub read real data now and which wait on data ADK isn’t capturing yet. The filter bar applies here too.
Memberships, last 24 months
Membership →Giving by month
Giving →Goals for the year
Needs attention this week
What’s in Salesforce today
Membership
Who is a member today, who is about to lapse, and where growth is coming from.
How to read this page
Every number counts memberships unless it says people. A Family membership is one membership covering several people. Renewal rate only counts memberships whose 60-day grace has ended, so the last two months read “In progress.” Click any number, bar or row to see the members behind it, and use the filter bar to narrow to a chapter or membership type.
By membership type
| Type | Memberships | People | vs last yr | Renewal | Donors | Avg lifetime value |
|---|
By giving level
Renewals, joins and lapses
What happens each month: who renews, who joins, and who slips from lapsed to expired.
Renewals month over month
How renewal rate is counted →New joins month over month
From lapsed to expired
Where a month of expirations ends up
Monthly summary
| Month | Due to renew | Renewed | Renewal rate | New joins | Lapsed | Reinstated | Expired | Cancelled |
|---|
Who our members are
Mix, tenure, the renewal pipeline and what needs attention today.
Current members by type
Membership mix
Joined vs lapsed
Renewal rate by years of membership
Next 90 days: who is due and where they stand
Needs attention
Data health →Children aging out of Family
Member value
What a member is worth over time, and how often members become donors.
How to read this page
Lifetime value adds every dues payment and gift a current member has made. Store and web sales will add to it once captured. “Renewal lift from giving” compares renewal rates for members who have ever given against members who never have.
Lifetime value by when they joined
Lifetime value by type
From member to donor
Donors renew more
Time from joining to first gift
Highest lifetime value
| Member | Type | Years | Dues | Gifts | Total |
|---|
Engagement
A 0–100 score per member from what they do with ADK. Members who score low lapse first.
How to read this page
The score adds points for what a member did in the last 12 months (see “What makes up the score”). Activities ADK doesn’t record in Salesforce yet are marked, and the score gets more accurate as each one is connected.
Engagement score, current members
Renewal rate by engagement
Score definition →What makes up the score
| Activity, last 12 months | Points | Members with it | Data |
|---|
Disengaged and expiring
New members' first 90 days
Where members live
Member density, growth and lapse hot spots by area. In Salesforce: 98% of contacts have a ZIP
How to read this page
Circles are sized by current members near each town. Switch the colour between growth and lapse rate with the buttons. Distance is measured from Adirondak Loj.
Largest areas
| Area | Members | vs last yr |
|---|
Distance from the High Peaks
Data health
Whether the numbers on this hub can be trusted. Each check is a count with a work list behind it. In Salesforce
How to read this page
Each check is a count of records that would make a number on this hub wrong, with the list to fix behind it. The score weights high-severity checks 3×, medium 2× and low 1×.
Health score
Open issues, last 12 weeks
Checks
| Check | Why it matters | Records | Share | 8-week trend | Severity |
|---|
Chapters
One row per active chapter: size, growth, renewal, engagement and whether the officer seats are filled. In Salesforce: 80 officer records (Oct 3)
How to read this page
Health is Needs help when a chapter is shrinking more than 2%, renews under 78%, or has two or more open officer seats; Watch for smaller slips. “Filter hub” narrows every page to that chapter.
Growth vs renewal
Open officer seats
Chapter scorecard
| Chapter | Members | vs last yr | Renewal | Joined (12 mo) | Avg engagement | Donors | Officers | Health |
|---|
Giving levels
Households by total giving: Supporter, Timberline, Summit and High Peaks, the same levels as the giving history panel. In Salesforce: Account Giving Level
How to read this page
Levels come from each household’s total recorded giving, dues included, the same Giving Level field on the Account and the badge on the giving history panel. Under $500 is Supporter, $500–$4,999 Timberline, $5,000–$24,999 Summit and $25,000+ High Peaks. “Moved up in 2026” compares each household’s total at the end of 2025 with today.
Few households, most of the money
Supporter bands
Moved up a level in 2026
Close to the next level
Timberline and up
| Household | Level | Total giving | 2026 giving | Last gift | Membership | Chapter |
|---|
Benefits & sales
Who buys from ADK without being a member, and whether members use what they pay for. New data: sales capture is just starting
How to read this page
This page fills in as store, lodging, parking and web store sales reach Salesforce. Until then it shows what each panel will answer.
Non-member customers to convert
Members using their benefits
Do benefit users renew more?
Sales by month
Giving
Who gives, who keeps giving, and which gifts still owe a receipt. In Salesforce: 46,618 gifts (Oct 3)
How to read this page
Donor retention is the share of donors from Oct 2024–Sep 2025 who gave again in Oct 2025–Sep 2026 (rolling 12 months), the same measure the Fundraising Effectiveness Project uses for its sector benchmark. Any gift of $250 or more needs a written receipt for the donor’s tax deduction.
Raised by month
Donor movement
By fund
By campaign
| Campaign | Gifts | Donors | Avg gift | Raised |
|---|
Receipts owed
Revenue mix
Grants & impact
Grant money and deadlines, and the mission numbers funders and the board ask for. Partial: 2 grants entered in Salesforce so far
How to read this page
Grant figures come from grant records in Salesforce; only 2 are entered so far. Impact panels need volunteer and trail-crew hours recorded.
Grants
| Grant | Funder | Award | Spent | Next report | Owner | Stage |
|---|
Reports coming due
Certifications earned
Volunteer hours
Trail work & stewardship
Operations
Nightly online-gift batches against Stripe deposits. In Salesforce: 152 gift batches Stripe payout amounts need a Stripe feed
How to read this page
Each night the online gifts from the day are grouped into one batch. The Stripe deposit should equal the batch total minus Stripe fees. A batch can’t show as balanced until its expected total is filled in.
Batch total vs Stripe deposit, last 30 nights
Nightly batches
| Night | Gifts | Batch total | Stripe fees needs feed | Deposit needs feed | Difference | Status |
|---|
Definitions
What each number on the hub means, in one place. When a number is questioned, this is the answer.
| Current membership | Paid and in term today, or inside the 60-day grace after expiration (shown as “In grace” in member lists). ⚠ ADK and the hub must agree this definition before go-live: on Oct 3 Salesforce had about 13,500 memberships flagged current, and the August roster said 15,225. |
| Membership types | Salesforce “Adult” is shown as Individual, the name on adk.org. Organization memberships (6 on Oct 3) are left off the type filter. |
| People covered | Everyone on a current membership: the primary member, a second adult on a Family membership, and children under 19. ADK ruled the age-out at 19 (Sept 2026); the public website still says “children under 18,” so the two should be aligned. |
| Renewal rate | Of memberships that came due in a period, the share that renewed on time or within the 60-day grace. For the 12-month rate, memberships still inside their grace are left out until they resolve. A single month shows “In progress” until everyone due that month has cleared the grace. |
| First-year renewal | Renewal rate for members coming up on their first renewal. |
| Lapsed | Unpaid once the 60-day grace after expiration has passed. |
| Expired | Lapsed for 6 months after the term ended with no renewal (Laurie’s rule, July 2026). |
| Cancelled | The member asked to stop. Cancelled members get no renewal notices. |
| Reinstated | A lapsed member who paid again before expiring. |
| Net growth | Current memberships today minus current memberships 12 months ago. |
| Engagement score | Today’s data (default): gift 45, workshop or certification 33, committee or officer 22, the three activities Salesforce holds now. Members are grouped as no recorded activity, one activity, or two or more. Full score (future): 0–100 from activity in the last 12 months: gift 20, event 15, workshop or certification 15, volunteering 15, email open 15, committee or officer 10, lodge stay 10. Low = under 20. |
| Lifetime value | Every dues payment and gift a member has made. Store and web sales will be added once captured. |
| Donor retention | Share of last year’s donors who gave again this year. Sector benchmark 43.3% (Fundraising Effectiveness Project, 2025). |
| First-time donor retention | Share of last year’s first-time donors who gave again this year. Sector benchmark 18.9%. |
| Receipt owed | A gift of $250 or more with no acknowledgment letter. The IRS requires a written receipt for the donor to deduct it. |
| Giving level | From each household’s total recorded giving (the Account’s Giving Level field, also shown on the giving history panel): Supporter under $500 (bands: under $100, $100–$249, $250–$499), Timberline $500–$4,999, Summit $5,000–$24,999, High Peaks $25,000+. |
| Volunteer value | Volunteer hours × $36.14, the 2026 national value of a volunteer hour (Independent Sector). |