Dashboard
The Dashboard answers two questions: does anything need a person today, and how is membership going.
Needs attention
The first card, for every role. It lists only what needs someone, one line each, with a button to the screen that deals with it. When there is nothing, it says Nothing needs attention. in green.
| Line | What is counted | Button |
|---|---|---|
| Team invoices waiting | Team invoice requests waiting on a person: an address nobody has verified yet, or an issued invoice not yet paid (confirm a bank transfer when it arrives). | Team invoices |
| Renewals waiting for the member's bank | Renewal payments the member's bank wants them to confirm. Only the member can do it, from the Confirm payment link FMS shows them. | Members |
| Memberships in a payment grace period | Memberships whose payment failed. The member keeps reading until the grace deadline while Stripe retries or they add a card that works. | Members |
| Free or bank-transfer memberships ending soon | Free (whitelist) and bank-transfer memberships that end in the next 14 days. The button opens Members with the soonest-ending first. | Members |
| Failed updates | Updates to Stripe, Mailchimp or email that FMS stopped retrying. Developers and owners get a button to Dead letters; everyone else reads "a developer or an owner will replay them". | Dead letters (developers and owners) |
The counts come from FMS's own records and are as fresh as the page: reload to recount.
Growth
Where membership stands now and what moved it. Everything is counted per member, so somebody with a personal plan and a team seat counts once. Each figure appears once on this page; the twelve-month history (members by source, acquisition, renewals, churn rate) is on Reports, not repeated here.
- Four numbers: members now, joined this month, last month's churn (against the 12-month average) and the net change. A rate with nothing to compare against shows a dash, never zero. Early in a month, churn will often read "no comparison yet". That is correct, not a bug.
- Gains & losses: one bar per month. Above the line, who joined for the first time and who returned after a gap; below it, who left. A tall bar under the line is the month to look into. Point at a bar for the exact counts; Show as table lists every month. The month in progress is hatched.
- Click a month on Gains & losses to see who is behind it. A panel opens under the chart with that month's numbers and a list of the members. Choose Joined, Returned or Left above the list; clicking the part of the bar below the line opens Left straight away. Each name opens that member's page. Click the month again, or ×, to close it.
- Who they are, now: current members by how they pay (paid, bank transfer, comp, free Community), with the count and share of each. Click a part of the bar, or a line under it, to open Members filtered to them.
Why the Members count can differ from Who they are, now
Members filters by billing and tier, not by how a member was first acquired. Paid opens card members, Bank transfer opens bank-transfer members, Comp opens Whitelisted and Community (free) opens Community only, all limited to Active. The two counts are close, but not always equal.
Using the keyboard
Press Tab to reach a chart, then ← and → to move between months. Enter opens the month you are on. The chart is one Tab stop, not twelve.
What counts as churn
A paid member dropping to free Community is not churn: it shows as the mix in Who they are, now shifting. A failed payment is not churn either while the bank is still retrying.
Subscriptions by status
Every subscription row (the description gives the total) by the state it is in now. Click a status, or its part of the coloured bar, to filter the recent list underneath to just those rows. Click it again to clear. The counts are all-time — the list below only holds the newest 50.
Recent subscriptions
The newest 50 memberships created, with status, source and region. Ten show a page; the arrows and page numbers under the list show the rest, and Rows per page shows more at once. A filter or a new sort goes back to page one.
- Filter by status or plan with the two dropdowns in the card's corner.
- Sort by clicking the When or Email heading; the arrow shows the direction, and a second click reverses it.
- The # column numbers the rows as you see them and keeps counting across pages, so "row 17" means the same thing to two people looking at the same filter.
Anything older than the newest 50 is on the Members list, which searches everyone.
Machinery (developers and owners)
The last section, shown only to developers and owners. Other roles do not see it; the one thing in it that matters to everyone, failed updates, is already a line in Needs attention.
Updates waiting (things FMS has queued to send to Stripe, Mailchimp or email) should sit near zero. Failed updates are a line in Needs attention above, with a button to Dead letters.
Members by account shows where the members billed now are billed, with their total. Which card brand goes to which Stripe account lives with the accounts themselves, on Connections → Payment routing.