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Project: Open-orgn-services

Generate membership metrics

  • @vcr
  • @timecop
  • @capsulecrm

In order to track the health of our membership model
As a member of the commercial team
I want to generate various important metrics for display on a dashboard

Background
Given
that it's 2014-01-17 16:32
Given
the following sector tags exist in CapsuleCRM:
name
Charity, Not-for-Profit
Data & Information Services
Education
Finance
FMCG
Healthcare
Professional Services
Technology, Media, Telecommunications
Transport, Construction, Engineering
Utilities, Oil & Gas
Given
the following members exist in CapsuleCRM:
name level renewal_in_x_weeks sector
Partner 1 partner 1 Charity, Not-for-Profit
Sponsor 1 sponsor 1 Data & Information Services
Sponsor 2 sponsor 3.6 Education
Member 1 member 1 Finance
Member 2 member 4.4 FMCG
Member 3 member 25 Healthcare
Supporter 1 supporter 1 Professional Services
Supporter 2 supporter 12.6 Technology, Media, Telecommunications
Supporter 3 supporter 13.4 Transport, Construction, Engineering
Supporter 4 supporter 27 Utilities, Oil & Gas
Scenarios
Members at each level
Then
the following data should be stored in the "membership-count" metric
{
  "total": 10,
  "by_level": {
    "member": 3,
    "partner": 1,
    "sponsor": 2,
    "supporter": 4
  }
}
When
the membership count job runs
Ranking of membership coverage against white space
Then
the following data should be stored in the "membership-coverage" metric
{
  "supporter" : {
    "Charity, Not-for-Profit" : 0,
    "Data & Information Services" : 0,
    "Education" : 0,
    "Finance" : 0,
    "FMCG" : 0,
    "Healthcare" : 0,
    "Professional Services" : 1,
    "Technology, Media, Telecommunications" : 1,
    "Transport, Construction, Engineering" : 1,
    "Utilities, Oil & Gas" : 1
  },
  "member" : {
    "Charity, Not-for-Profit" : 0,
    "Data & Information Services" : 0,
    "Education" : 0,
    "Finance" : 1,
    "FMCG" : 1,
    "Healthcare" : 1,
    "Professional Services" : 0,
    "Technology, Media, Telecommunications" : 0,
    "Transport, Construction, Engineering" : 0,
    "Utilities, Oil & Gas" : 0
  },
  "sponsor" : {
    "Charity, Not-for-Profit" : 0,
    "Data & Information Services" : 1,
    "Education" : 1,
    "Finance" : 0,
    "FMCG" : 0,
    "Healthcare" : 0,
    "Professional Services" : 0,
    "Technology, Media, Telecommunications" : 0,
    "Transport, Construction, Engineering" : 0,
    "Utilities, Oil & Gas" : 0
  },
  "partner" : {
    "Charity, Not-for-Profit" : 1,
    "Data & Information Services" : 0,
    "Education" : 0,
    "Finance" : 0,
    "FMCG" : 0,
    "Healthcare" : 0,
    "Professional Services" : 0,
    "Technology, Media, Telecommunications" : 0,
    "Transport, Construction, Engineering" : 0,
    "Utilities, Oil & Gas" : 0
  }
}
When
the membership coverage job runs
Number of renewals coming up in next X months
Then
the following data should be stored in the "membership-renewals" metric
{
  "4": {
    "member": 1,
    "partner": 1,
    "sponsor": 2,
    "supporter": 1
  },
  "13": {
    "member": 2,
    "partner": 1,
    "sponsor": 2,
    "supporter": 2
  },
  "26": {
    "member": 3,
    "partner": 1,
    "sponsor": 2,
    "supporter": 3
  }
}
When
the membership renewals job runs

Last published over 4 years ago by Tech Team.