For seven years Brad served as Chief of Staff and Director of Operations at a large church, where he oversaw finance, human resources, IT, and facilities and led the church's Planning Center implementation. He now helps other churches set up Planning Center and build reports from the information it holds.
The samples below use a fictional church and sample data.
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
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 quarterly report on Sunday volunteers built from Planning Center Services: accept and decline rates by team, people who have served too many weeks in a row, open positions for the coming Sundays, and new volunteers this quarter.
Sample data
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
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