What it is
The Executive Dashboard gives church leaders a high-level view of church health: attendance trends, guest retention, engagement scores, at-risk people, giving summaries, and communication activity. Use it for board reports and pastoral care prioritization.
Where to find it
- Dashboard → Executive (
/dashboard/executive)
Step-by-step workflow
- Open Executive Dashboard — Navigate to Dashboard → Executive from the Growth section of the sidebar.
- Review KPI cards — Scan headline metrics: total attendance, new guests, member count, giving totals, and engagement scores.
- Explore attendance trend — View weekly attendance over time with campus and service filters.
- Check cohort retention — See how many first-time guests return in weeks 1, 4, 8, and 12.
- Review at-risk people — Identify members who haven't attended recently. Click to create an at-risk segment for targeted outreach.
- Giving summary — See fund breakdown, recurring gift totals, and top givers at a glance.
- Export data — Download CSV exports for board meetings (admin and staff roles only).
- Filter by campus — If your church has multiple campuses, use the campus filter to drill into location-specific data.
Tips & common issues
- Weekly refresh — Aggregate metrics refresh on a weekly schedule. If numbers look stale, check back after the next refresh cycle.
- At-risk outreach — Use the Create At-Risk Segment button to instantly build a segment you can message via campaigns or automations.
- Role access — Viewers can see the dashboard but cannot export CSV data.