Dashboard
The dashboard is the first page you see after logging in. It exists in two flavors and you can flip between them whenever you want.
| Page | URL | What it's for |
|---|---|---|
| Home | /home | Greeting, five KPI tiles, today's focus, and a catalog of every module you have access to. The launchpad. |
| Custom dashboard | /home-v2 | A drag-and-drop widget grid you can customize per user or publish as the org default. The analytics view. |
TIP
You don't have to pick one. Most churches use Home for daily navigation and Custom dashboard for the staff meeting on Monday morning. Both pull from the same database and respect the same permissions.
What you see on Home
The Home page is composed top-to-bottom of four blocks:
- Greeting + scope picker — "Good morning, Maria" with today's date. If your church uses a multi-level org hierarchy (branches, centers, cells), the cascading picker in the top right narrows everything below it to one slice of the church.
- Reports hero — surfaces what's due to you as a submitter and what's overdue for the people you manage. Only renders when you have
reports.view. See Reports overview. - KPI tiles — five live counters: active members, lost members, attendance this month, new members in the last 30 days, birthdays this month.
- Today's focus — three small panels listing at-risk members, upcoming birthdays, and brand-new registrations. Every name is clickable.
- Module grid — every part of the app you can access, grouped by section (Members, Attendance, Reports, Organization, Schools, Giving, Visitors, Website, Admin). Each tile deeplinks to the module — and several of them deeplink to a specific action like Add member or Record donation.
What you see on the custom dashboard
The custom dashboard replaces the Home content with a 12-column grid of widgets. You can:
- Add any of the 30+ built-in widgets
- Pull from a chart library of pre-built templates
- Build a custom chart from any data source in five steps
- Build a custom widget backed by a saved query definition
- Resize, rearrange, save your own copy, or publish as the org default
Everything you do in the custom dashboard is covered in detail under Customization.
Scope and date range
Both dashboards honor two global filters:
- Org unit scope — a cascading picker that narrows every KPI, widget, and focus list to one unit (and its descendants). On the custom dashboard the choice is saved per-org in localStorage so it survives reloads. On Home it's session-only.
- Date range (custom dashboard only) — a single dropdown in the toolbar that drives every widget configured to inherit from the dashboard timeline. Widgets with a per-instance override show a small Custom timeline badge in their header. Options are last 7/30/90 days, this month, this year, last 12 months, and all time.
Why two scopes
The org-unit picker filters who you're looking at; the date range filters when. A widget like Member growth depends on both — it counts new registrations in the chosen unit, over the chosen window.
Permissions
The dashboard hides anything you don't have access to:
| Block | Permission needed |
|---|---|
| KPI tiles (members) | members.view |
| KPI tile (attendance this month) | attendance.view |
| Today's focus | members.view |
| Reports hero | reports.view |
| Module grid tile | The permission listed in the module registry (e.g. giving.view for the Giving tile) |
| Custom dashboard edit mode | admin role OR layout is unlocked |
| Save for everyone (org default) | admin / platform_admin / superadmin only |
If you log in with no roles or permissions at all, the dashboard shows a friendly empty state instead of an empty page. Talk to your admin — they probably forgot to assign you a role.
Per-user vs org-wide layouts
The custom dashboard stores its layout in the dashboard_layouts table, keyed by (organization_id, user_id):
- Personal layout — what you save when you click Save (mine). Only you see it.
- Org default — what an admin saves with Save for everyone. Stored with
user_id IS NULLand used as the fallback whenever a member has not customized their own copy. - Reset — deletes your personal layout. You go back to seeing the org default.
The handoff is invisible to most users: they log in, see the org default, and the first time they enter edit mode their next save creates a personal copy.
Where to go next
- KPI tiles — what each number means and where it deeplinks
- Today's focus — at-risk, birthdays, new members
- Widgets — the full catalog
- Charts — chart library and the five-step builder
- Customization — edit mode, save flows, locking, mobile
- Custom widgets — define your own widget from any data source