Calculating Membership Renewal Rates

Nicole Joanlanne

Hi everyone!

I’m curious how others are measuring and calculating membership renewal and retention rates in Altru. We’ve been working through this and have found that the biggest challenge is identifying the best timeline and action/date fields to use when querying, especially when accounting for renewals that don’t happen immediately at expiration.

We’ve experimented with a few approaches, but I’d love to hear what’s worked well for others - whether that’s specific query logic, reporting methods, or general best practices you’ve landed on after some trial and error.

If you’re comfortable sharing:

• How do you define your renewal window?
• Which fields/actions have you found most reliable?
• Do you calculate renewal and retention differently?

Appreciate any insights or lessons learned - thanks in advance!

Crystal Bruce

Hi @Nicole Joanlanne - I'm checking with my team on this!