Church Operations and Planning Center
A seven-page monthly packet for an elder board that combines finance and ministry numbers: attendance, giving against budget, an operating summary, the building campaign, groups and serving, and items for discussion. Each page has a few plain sentences on what moved and why.
Sample data. All names, organizations, and figures are fictional.
Open larger imageBoard members need the same few numbers each month, explained in plain words. This sample packet for September covers average attendance by campus, General Fund giving against budget and last year, an income and expense summary that combines Planning Center giving with the accounting system, building campaign progress against pledges, and ministry measures such as group participation, serving coverage, and new members.
The last page lists items for discussion and defines every measure, so the board reads the numbers the same way each month.
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A one-page weekly dashboard for a senior pastor and staff that compares Sunday with the same Sunday last year. It brings attendance, kids check-ins, first-time guests, giving against budget, groups, and serving coverage from Planning Center into one view.
Sample data
A four-page giving dashboard for a church finance team: giving units, recurring share, first-time and lapsed givers, giving bands, fund mix, monthly giving against budget, and a building campaign tracker. It comes with a Power BI rebuild kit that includes the data tables, a theme file, and every DAX measure.
Sample data