Association dashboard
Everything your role is approved for, in one view, from the same database that drives every page in this preview. Access is role-based and audit-logged; individuals are granted access only with the president's approval (RFP 3.B.5).
You are signed in as Ben Brooks, Contractor. This role covers member records, mailing files, event operations, membership analytics, financial figures, the data feed and API. It does not include granting access, so those tabs and figures are not shown.
| Individual | |
| Couple | |
| Family | |
| Corporate | |
| Associate | |
| Honorary |
Full membership analytics covers expirations by month, every region represented, and generational mix.
| Individual membership | |
| Family membership | |
| Couple membership | |
| Merchandise sales | |
| Investment income |
The monthly package carries the full statement of activities in ACE's own chart of accounts, balance sheet, restricted funds, and the 1099 tracker.
| When | Who | What |
|---|---|---|
| Aug 16 | membership director | exported mailing file: RollerCoaster! Fall 2026 |
| Aug 16 | operations director | approved database policy change: privacy defaults |
| Aug 16 | registration manager | issued comp code VOLC-50 |
| Aug 15 | contractor: sbrooks | processed 14 mailed applications |
| Aug 14 | contractor: sbrooks | corrected returned-mail address M12238 |
Every record change is written to the audit log with the user and timestamp. Browse the full log.
Notices go out automatically at 180 and 30 days, with printed forms for members who request paper (RFP 3.B.3). See the pipeline and the notices themselves.
Denied cards, expired cards, returned checks and short payments, worked on a three-touch schedule so a failed auto-renew becomes a phone call, not a silent lapse. Stripe's account updater refreshes reissued card numbers automatically; the rest we chase by email, then phone, then paper.
| Member | Issue | Due | Touch | Next step |
|---|---|---|---|---|
| Andrew Davis M10005 | Auto-renew card declined Visa ending 4242, do-not-honor | $50 | 1 of 3 | auto-retry in 3 days, then email |
| Joshua Campbell M10012 | Card expired Mastercard ending 8871, expired 07/2026 | $90 | 2 of 3 | account updater + second email |
| Andrew Martinez M10023 | Check returned (NSF) Check #2043 returned, insufficient funds | $130 | 2 of 3 | phone call, then paper notice |
| Donald Roberts M10040 | Short payment Mailed $40 against $50 dues | $10 | 3 of 3 | final notice, then lapse to inactive |
Follows up on denied credit cards, check payments and insufficient payments (RFP 3.D.2), and closes the loop the ACE 2026 Blueprint's auto-renew default depends on.
June 20-25, 2027 · Sample Point Amusement Park
The live registration dashboard adds rate types, volunteers, comp codes and exports, and switches between all 4 events ACE runs this year.