Discovery · 60 minutes
We choose one workflow, the first three screens, the data path, and what success looks like. The clock starts when access and sample data are ready.
We choose one important workflow, build a focused first version, and put the code and controls in your church’s hands. After one discovery call and one hands-on handoff, your team can make safe changes, ship improvements, and add features with AI—without waiting on a developer for every idea. Just as important, they learn a repeatable way to turn ideas into safe, tested improvements with AI agents—a skill set that will grow more valuable as agents become part of everyday work.
Quoted after discovery based on workflow, data, and custom features · focused builds usually take 2–3 weeks after access is ready
These fictional dashboards use synthetic data. They show the kind of dashboard a church can grow into—not a promise that every module shown is included in the focused first version.
We choose one workflow, the first three screens, the data path, and what success looks like. The clock starts when access and sample data are ready.
I design, build, test, and deploy the focused first version. You get concise async updates without another calendar full of meetings.
Your staff owner makes a real change, verifies it, deploys it, and rehearses a rollback. You leave with the code, the accounts, and a safe way to keep improving it.
The dashboard solves the first problem. The handoff teaches a repeatable loop your staff can use again: define the outcome, ask an AI agent to plan a small change, review the work, test it, deploy it, and know when to roll back or escalate. That skill travels to the next report, workflow, or ministry idea.
Turn “I wish this did…” into one small change with a clear outcome and definition of done.
Give the agent the right context and guardrails, then review the plan and the actual changes instead of blindly accepting them.
Test before release, deploy through version control, roll back when needed, and escalate work that touches data, access, or infrastructure.
Your staff can handle the everyday improvements. The handoff also makes the red lines explicit.
No. You need one curious, dependable staff owner who can follow the playbook and knows when to escalate a high-risk change.
No. The example shows the design ceiling. A focused first version starts with one workflow and up to three screens; additional modules are phased and priced separately.
Your church owns the source code, data, and production accounts. Optional office hours or Care are available, but ownership is not tied to an ongoing retainer.
Church Pulse is the managed option for standard Planning Center analytics. A Custom Church Dashboard is for one workflow your church wants to own and extend.
A repeatable AI-assisted building loop: define a small outcome, give an agent context and guardrails, review what it proposes and changes, test it, deploy or roll back, and escalate high-risk work. The same loop applies to future reports, workflows, and ministry ideas.
Yes. Additional modules can be fixed-scope follow-ons, or Ryan can own the ongoing roadmap inside a fractional engagement.
A dashboard earns its keep by showing the right numbers sooner. It does not replace the conversation those numbers are supposed to start.
These are generic examples of the kinds of sources a focused dashboard reads — Discovery confirms your church's actual data path. (The example dashboards above use synthetic data.)
Attendance, check-ins, groups, and volunteer scheduling from tools like a ChMS export or API — typically the richest source for people-side metrics.
Gifts and giving-household counts. Connected read-only, so the dashboard can show trends without ever touching the money itself.
Budget-vs-actual by category from your ledger's reports. This is how over-budget lines surface monthly instead of at year-end.
Every church has one. Often the first win is simply replacing the weekly copy-paste ritual with a screen that's already current.
Deciding what belongs on the first screen? Read the church dashboard KPI guide and the numbers every church should watch weekly. For the wider operating picture, see the church operations guide — or explore the rest of the free tools.
Bring the workflow that lives in a spreadsheet, a weekly report, or one person’s head. We’ll decide whether a focused church-owned dashboard is the right answer.