Brad has led system implementations, including Planning Center rollouts for churches, and he builds Excel and Google Sheets tools for small teams that need to track work, budgets, and results without buying new software. He designs these tools so the people who inherit them can keep using them, which means clear instructions, protected formulas, and drop-down lists where they prevent errors.
The samples below are working files built around fictional organizations with sample data.
This set holds three short handover documents for the operations and partner sales dashboards: a technical reference for IT staff, a plain-language user guide, and a data refresh guide. Together they show how a Power BI model is handed to a client so their own staff can run and maintain it.
Sample data
A report that follows first-time guests from their first visit through the follow-up call, the membership class, a group, a serving team, and membership. It shows where people stop, how long each step takes, and which follow-up workflow steps have stalled.
Sample data
A sample audit of a church's Planning Center People database that counts duplicate profiles, people not in a household, children without a parent link, missing contact details, inactive records, and inconsistent membership values. It comes with a six-page report and an Excel workbook that lists every record and tracks cleanup.
Sample data
A two-page overview written for an executive pastor that describes what custom Planning Center reports show, how the data is pulled from Planning Center exports or its API on a schedule, the limits worth knowing, and how a church gets started.
Sample data
This Excel estimator is set up for a fictional renovation contractor. Services and quantities picked from drop-downs become a priced, printable quote with markup, tax, and deposit, and a quote log tracks every quote sent and which ones need a follow-up call.
Sample data