The Personal Overview report is your main dashboard for tracking the health and progress of your ministry. It combines several key charts and stats into a single view, giving you a comprehensive snapshot of the contacts and groups you are responsible for.
To access this report, navigate to Metrics > Personal > Overview.
The Overview is composed of several data cards, each focusing on a different aspect of your ministry.
At the top of the page, you will find several cards displaying your most important “hero” numbers:
This chart provides a visual breakdown of your active contacts by their current status (e.g., “New,” “Contact Attempted,” “Meeting Scheduled”). It helps you see where your contacts are in the discipleship pipeline and who might need attention.
This report visualizes the health of your active groups based on the “Health Metrics” you track (e.g., “Leader,” “Tithing,” “Word”). For each metric, it shows how many of your groups are actively practicing it versus how many are not. This is crucial for identifying areas where your groups may need training or support.
This chart displays the multiplication of your groups and churches over time. It shows the number of 1st, 2nd, 3rd, and 4th generation groups, helping you visualize the impact of your church-planting efforts.
This is a simple pie chart that shows the distribution of your groups by their designated type (e.g., “Group,” “Church,” “Legacy”). It helps you understand the composition of the groups you lead.