Ministry Dashboards

See Your Numbers,
Not Just Read Them

Your ChurchBiz client portal already includes a visual dashboard built from your reports, interactive in the portal and included in your PDF reports. For churches that want something more customized, we can build that too.

Why Visuals Matter for Your Leadership

Built for Pastors, Not Accountants

Your elders, staff, and board members should not need a finance background to understand where the church stands. Plain visuals make the numbers readable for everyone in the room.

Trends You Can Act On

Giving, expenses, and net income over time. Year-over-year comparisons that show direction, not just a single month sitting by itself on a page.

Less Compiling, More Leading

Pulling numbers and formatting charts every month is real time lost. Your visuals are already there, so you can walk into the meeting ready to talk about what they mean.

Two Ways to Get There

Start with what is already included in your portal. If you need something more customized, we can build it.

Option 1 · Already Included

Basic Data Visualization in Your Portal

If you have not opened the Metrics tab in your ChurchBiz portal, start there. You can already view charts and year-over-year trend lines for giving, expenses, and net income. It is part of what you already pay for.

Good For

  • Viewing basic charts and graphs about your financial picture
  • Data visualization at no additional cost
  • Reviewing inside the ChurchBiz Portal

Want help getting more out of it? Contact your CSR or reach out to us using the button below.

Reach Out to Us

What's Already in Your Portal

This is the Metrics tab inside your ChurchBiz client portal. Key numbers at a glance, with year-over-year giving trends underneath, all built from the reports we prepare for you each month.

Jun 2026Monthly ReportMetricsProfit & LossBalance Sheet

Monthly Giving Total (Internal Offerings)

$75,000.00

↗ +9%

Monthly Building Fund Giving

$15,000.00

↘ -74%

Gross Runway: Months of Operation Without Additional Revenue (Including Recommended Reserve)

3.79

↘ -3%

Net Runway: Months of Operation At Current Burn Rate (Including Recommended Reserve)

23.64

↘ -5%

Fiscal YTD Burn Rate: Average Monthly Reserve Change

$1,400.00

↘ -2%

YTD Internal Giving by Month

JanFebMarAprMayJun
Internal Offerings (Jan'25 - Jun'25)Internal Offerings (Jan'26 - Jun'26)

Sample data shown. Your Metrics tab is built from your own reports and updates each month.

What a Custom Dashboard Looks Like

Built by church leaders for church leaders, shaped around the metrics your leadership actually needs to see.

Monthly Financial OverviewSample church · March 2026

Total Giving

$291k

+12% vs prior year

Total Expenses

$250k

+9% vs prior year

Total Donors

287

+7% vs prior year

Net Income

$42k

vs $15k projected

March 2026 · Month vs Budget

Total Giving

$291k

Total Expenses

$250k

Net Income

$42k

Sample illustration. Live sample dashboards are available at mydashboard.church

Custom Dashboard Pricing

Pricing applies to the custom build option. Your portal dashboard is already included at no additional cost.

Ministry Health Dashboard

Custom

Pricing quoted on a discovery call
  • Varies by complexity and data sources
  • Attendance trends and year-over-year growth
  • Life group and serve team engagement
  • Membership growth and discipleship steps
  • Built from your ChMS data such as Planning Center or Realm
  • Your terminology and your brand
  • Monthly data updates included
Reach Out to Us

ChurchBiz clients receive priority scheduling. No commitment required. We will walk you through everything on a discovery call first. Dashboards are one of nine ways we partner with ministries; see all of them on our consulting and training page.

What's Next

ChurchBiz has partnered with Mark Strong, an executive pastor who built these dashboards for his own church, to bring them to our clients.

1

Start in Your Portal

Open the Metrics tab in your ChurchBiz portal and review the charts and trend lines already built from your reports.

2

View Live Samples

Explore the sample dashboards at mydashboard.church to see what a custom build looks like with real data and real design.

3

Talk It Through

Reach out to us about maximizing your portal dashboard, or to scope a custom financial or ministry health dashboard.

Common Questions

Where do I find the dashboard in my portal?

Log in to your ChurchBiz client portal and open the Metrics tab. That is where your charts and year-over-year trend lines live. The visuals are interactive there and they are also included in your monthly PDF reports.

Does the portal dashboard cost extra?

No. The Metrics tab and the visuals included in your reports are part of what you already pay for as a ChurchBiz client. If you want help getting more out of it, contact your CSR or reach out to us and we will walk through it with you.

What is the difference between the portal dashboard and a custom dashboard?

The portal dashboard gives you standard charts and trend lines for giving, expenses, and net income, viewed inside the portal. A custom dashboard is built around your specific metrics, uses your church's language and branding, and lives on a live web page you can share with your board, staff, or congregation.

Custom dashboards can also include ministry health data such as attendance and engagement, not just financial data.

Not Sure Which Option
Fits Your Church?

If you would like help setting up your client portal dashboard, reach out to us or contact your CSR. If you want more information about the custom dashboard option, reach out and we will walk you through it.

Reach Out to Us