Planning Center updates every morning · QuickBooks after each month's books close · Attendance after each Sunday
Giving & budget
Giving by month
Bars: giving each month. Dashed line: each month's goal. The last bar is the month in progress.
Bring in monthly and annual profit-and-loss reports with Monthly close, in the account menu, to add the closed-month bottom line, the year-end forecast, and the comparison with last year.
Households
A household is the people Planning Center lists together. Anyone not listed with others is a household of one.
The middle household over time
More detail
Running total against the goal
Solid line: giving so far this year. Dashed line: the goal so far. When the solid line sits below the dashed one, the year is behind. The last point is the month in progress.
How the year adds up
Giving minus spending, months with closed books
Waiting for the books from QuickBooks…
Read left to right: what the budget planned, then how much giving and spending each helped (green) or hurt (coral), ending at what happened.
Year-end forecast
Year-end forecast
Compared with last year
The same months, this year and last
Past years, month by month
Each past year, month by month
From the QuickBooks books, whose income is nearly all gifts. Thin lines: each past year. Heavy line: their average, with recent years counting more.
By year
Households by yearly giving
Average and middle
How households are counted
Recurring giving
Recurring giving, morning by morning
What every active recurring gift adds up to in a month, read each morning. Dashed lines: the budget and the campaign target.
More detail
Starts and stops by month
Who stopped
Payment trouble
Raised and lowered
Since yesterday
New recurring gifts
Stopped or paused
New amount or new timing
This view leaves out names.
By fund and how often
By fund
By how often it repeats
Commitment campaign
No report yet.
How the estimate was checked
Cash & statements
Days of cash on hand at each month-end
More detail
Restricted funds
Where the cash is
After what's owed
The restricted bank account
Cash at each month-end
Monthly statements
This year so far
New givers who give again
Each row is the givers whose first gift fell in that quarter; each column is the share of them who gave again that many quarters later. Counts only, no names. Gift records start in 2019, so someone who gave before then counts as new in their first quarter after it.
Giving forecast
General Fund giving by year
What growth would take
Pick a goal for next year. You'll see how likely it is and what would make it more certain.
More detail
Every goal side by side
Households by giving level
Year by year
How the forecast was checked
What it leaves out
What if
Changes
Days of cash at each month-end
Saved scenarios
More detail
Month by month
What it starts from
Saved scenarios are shared with every admin. Changes you haven't saved stay in this browser.
Sundays & online
Every Sunday
Each point is one Sunday, in person and online. Dashed line: the average of the last four Sundays.
More detail
Recent Sundays
Year over year
Each line is a year, Sunday by Sunday from January; this year is the bold one.
Podcast
Recent episodes
YouTube
Each bar is the views services and sermons gained from one weekly reading to the next.
Recent videos
Participation
Week by week
Counted from Planning Center every Monday; older weeks come from the spreadsheet kept before that. The line changes color where the source changes, because the two counted some measures differently.
More detail
Who's in it
Every measure
Each measure is a Planning Center list or count, taken every Monday. Choose one to chart it above.
Giving, month by month
Who gives
How they give
Every week
Serving
Day by day
One point a day, from each night's count in Planning Center.
More detail
Who's carrying the most
Involved but not serving
Groups
Every night's count
How it's counted
Sunday teams
By team
Spots filled against the people each team needs for everyone to serve once every three weeks.
More detail
Newcomers
First visits by month
More detail
Month by month
How new people connect
The first connection
Each connected person's first connection after their profile was made.
How many kinds
How many kinds of connection each new person has: groups, serving, giving.
What tends to come next
After the first connection, what people add next, and who has become a member. The order is what happened, not a path anyone is meant to follow.
Connection over time
Each week's count of the people new in the 12 months before it.