Health Dashboard
The Health Dashboard provides an overview of church-wide engagement and giving metrics, with month-over-month comparisons for relevant metrics.
It is designed for senior leadership and board members who want a summary of church metrics without reviewing individual reports.
Accessing the Health Dashboard
- In the admin sidebar, open Reports and click Church Health.
- Or, on the All Reports dashboard, click the Church Health Dashboard banner near the top.
Access requires the Reports permission and a plan that includes Reports & Analytics (currently the Pro tier). On lower tiers, the Reports menu displays an upgrade prompt.
What the Dashboard Shows
The dashboard displays a fixed set of metrics. Each tile shows the current count and, where applicable, the percentage change compared to the previous calendar month.
Always-Shown Metrics
| Metric | Period | Comparison | Notes |
|---|---|---|---|
| Active People | Snapshot (right now) | None (snapshot) | Count of people flagged active. |
| New People | This calendar month | vs. last calendar month | Anyone added during the month. |
| Attendance | This calendar month | vs. last calendar month | Total attendance records in the month. |
| Check-ins | This calendar month | vs. last calendar month | Total check-ins via the check-in system. |
| Upcoming Events | Next 7 days | None | Active events starting in the next week. |
| Overdue Follow-ups | Snapshot | None | Pending follow-ups whose due date has already passed. Lower is better. Shown as a current snapshot -- no month-over-month change indicator appears on this tile. |
Conditional Metrics
Two tiles appear only for users who have access to the underlying feature. They appear after Check-ins. If you do not have access, the tile is omitted entirely.
| Metric | Period | Comparison | Shown when |
|---|---|---|---|
| Total Giving | This calendar month | vs. last calendar month | Your church's plan includes giving and your role includes Giving (any level). |
| Active Groups | Snapshot | None | Your role includes Groups -- the same access the Small Groups Report needs. |
Total Giving is the sum of all donations dated in the month.
Active Groups counts active private and public groups, excluding serving teams and classes. If your role reaches only Their teams, the tile counts only the groups visible in your Groups list.
Whose "this month"?
The dashboard uses your church's local timezone, set in Church Settings → Profile. "This calendar month" begins on the 1st at midnight in your church's local time, and comparisons always look at the full previous calendar month. The 7-day window for Upcoming Events and the cutoff for Overdue Follow-ups also calculate from your church's current local date.
How the Percentage Change is Calculated
The percentage change on each tile is calculated by subtracting last month's value from this month's, dividing by last month's value, and rounding to one decimal place. For instance, an increase from 100 check-ins last month to 110 this month displays as +10%.
Two specific cases are handled as follows:
- If both this month and last month are zero, no change indicator appears.
- If last month was zero and this month is greater than zero, the change displays as +100%.
The Overdue Follow-ups tile shows a snapshot of current items, so it displays no month-over-month percentage or trend indicator. The "lower is better" label indicates that lower numbers are preferable.
How to Read the Dashboard
Review the tiles across the dashboard to spot operational changes:
- Active People flat or shrinking + New People up: Member departures may be offsetting new visitors. Review the Missing People and First-Time Visitors reports.
- Attendance down but Check-ins steady: Children's check-in classes may remain steady while adult worship attendance declines. Check Attendance by Class to verify.
- Total Giving down vs. last month, especially around the holidays: Check Giving reports to inspect fund totals and recurring gifts.
- Overdue Follow-ups climbing: Follow-up assignments are accumulating. Review assignments with your team to redistribute pending tasks.
- Upcoming Events = 0: No events are scheduled for the next 7 days. Confirm whether this is an intentional break or an omitted schedule entry.
Tip: The Health Dashboard is designed to be the first page you check on a Monday morning. If three or more metrics are trending the wrong way, schedule a 30-minute leadership huddle to dig into the underlying reports.
What the Dashboard Does Not Show
- No date range selector: the comparison always contrasts the current calendar month with the previous full calendar month. For custom dates, use individual report pages.
- No CSV or PDF export: print to PDF from your browser to share the view.
- No direct drilldown from tiles: open the corresponding section in the Reports menu for detailed records.
Permissions
Viewing the dashboard requires the Reports permission. The Total Giving tile requires Giving permissions, and the Active Groups tile requires Groups permissions. Access to the Reports section also depends on your plan level: it requires the Reports & Analytics feature included in the Pro plan. On lower tiers, Reports appears locked.