Administrator dashboard

Overview

When Administrators and Authorized Service Administrators (ASAs) log into MC Professional, they land on the admin home page. This page features a dashboard that gives you quick snapshots of your membership, events, and financial data.

Membership Dashboard

Current Membership Rosters

This section shows your current members and their status:

• Active: Members in good standing.
• Graced: Members whose expiration date has passed, but they still receive member benefits until their grace period ends.
• Lapsed: Former members who did not renew. They no longer get member benefits, but their profiles remain in the system.
• Pending: If you require approval for new sign-ups, those users appear in this column. Only account administrators can approve and update a pending member's status.
• Prospects: Listed at the bottom of the grid. These are non-members who do not have a membership status.
  

New Members in the Last 90 Days

This section breaks down new members by their member type who joined within the last 90 days. It also shows recently added prospects so you can reach out and encourage them to join.

Event Dashboard

Past Event Attendance

This section shows your 3 most recent past events, including the dates and the number of people who attended. Use this to compare who actually attended versus who registered.

Upcoming Expected Event Attendance

This section shows your next 3 upcoming events, their dates, and the number of members currently registered.

Troubleshooting: Is your event name incorrect?

If an event name is wrong or outdated, it usually means the name inside the event form is wrong. This often happens if you copy an old event form but forget to change the name.

How to fix it:

1. Go to Forms > Form List.
2. Edit the form for that event.
3. Locate the Event Section, then select Properties.
4. On the Element Properties tab, find the Event Name field and update it.
   

Financial Dashboard

Aged Receivables

This graph summarizes your unpaid invoices based on how long they have been open. Use this to track past-due payments:

• Current: Invoices due in the future.
• 1–30: Invoices 1 to 30 days past due.
• 31–60: Invoices 31 to 60 days past due.
• 61–90: Invoices 61 to 90 days past due.
• 91+: Invoices over 91 days past due.
  

Note: Invoices marked as Dues Revenue are excluded from this graph because dues do not count as aged receivables.

Sales Over Time

This chart shows sales for a specific revenue account over the past 12 months. To view a different account, click the Revenue Account Filter.