Add and manage widgets
Widgets are like the fuel and mileage indicators on your car's dashboard. They quickly show what needs your attention, activities to monitor, and data to analyze. In Planning Center, you can choose which widgets to add to your dashboard!
Add a widget to a dashboard
Choose the Dashboards page from the top navigation in Home.
Select the dashboard tab to which you'd like to add a widget.
Select the Add widget button in the top right corner of the page.
Use the Select a product dropdown to pick the product from which you'd like to add a widget.
Use the Select a widget dropdown to pick which product-specific widget to add.
Configure any additional details for the specific widget you've chosen.
Select Add widget at the bottom of the window.
Manage existing widgets
To edit a widget, select the ⚙️ settings icon in the top right corner of the widget.
To reorder widgets, select and hold the six-dot icon next to the ⚙️ settings icon in the top right corner of the widget to drag and drop it into a new spot.
To remove a widget, select the ⚙️ settings icon in the top right corner of the widget and choose the Remove widget button at the bottom of the window.
Available widgets
Widgets are organized by product, with widget access permissions reflecting your permissions within each product. Widgets available for shared dashboards differ from those available for My Dashboard, because they're focused on sharing team information rather than individual information.
Pending approvals: Shows the pending approval requests for specific approval groups. Collaborators can view pending approvals for approval groups they are not a part of on a shared dashboard.
Upcoming events: Shows the next few events based on your configuration selections, like Approval status and Church Center visibility.
First time visitors: Shows people if it's their first check-in for a specific event (even if they’ve attended other events) or their first check-in ever. One-time visitors are not included.
Most popular stations: Shows the station names with the most check-ins across all events or a specific event during a selected timeframe.
Attendance: Shows the number of unique people who attended all or selected events during a timeframe. One-time visitors are included in the Guest check-in type count.
Headcounts: Shows the number of headcounts across all events during a selected timeframe. Add specific headcounts from one event or different events to filter.
Batches in progress: Shows batches that are uncommitted. Select a batch to go to the In Progress tab on the Batches page.
Newest donors: Shows people who gave for the first time in the last 30 days. Select a name to go to their profile's Donations tab on the People page.
Recurring donation forecast: Shows recurring donation estimates for the remainder of the current month and the next month.
Donors: Shows the number of donors who gave during a selected timeframe. Add a specific fund or campus to filter.
Total Donated: Shows the total amount given by cash, check, or online donations during a selected timeframe. This includes donations that are uncommitted or not fully processed.
Groups overview: Shows the first few group titles you are a leader or member of, with notifications like Take attendance or Pending member requests.
Newest group members: Shows a list of the most recent people who joined the selected groups.
Upcoming group events: Shows the next events for the selected groups.
Attendance by count: Shows the total attendance count for the selected groups. This widget is only available for Groups administrators.
Attendance by percentage: Shows the total attendance percentage for the selected groups. This widget is only available for Groups administrators.
Memberships: Shows the total membership counts for the selected groups. This widget is only available for Groups administrators.
Notepad: Sticky notes for dashboards! These can include text, bulleted lists, and links.
Quick Links: Shows a list of links. You can add Planning Center icons or emojis to help identify the link quickly.
Tasks: Shows a list of tasks, including due dates. Use filters to see specific lists or tasks due soon. Select a task to go to your task list or Inbox page.
My workflow cards: Shows the top three workflows with the most cards assigned to you. The badge shows the total number of your assigned cards. This widget can only be added to your personal dashboard, My Dashboard.
Newest profiles: Shows the last 10 profiles based on their creation date, including inactive profiles.
Upcoming anniversaries: Shows everyone with anniversaries in the next 30 days. People in the same household will be grouped together. Add lists to filter.
Upcoming birthdays: Shows everyone with birthdays in the next 30 days. Add lists to filter.
Workflow overview: Select a specific workflow or view all workflows in a campus or category. The total number of cards in progress will show next to the workflow title. The number of overdue cards will be shown in red. Anyone with permissions to view the workflow can also select an item to go to the workflow details page.
Added to workflow: Shows the total cards added to a workflow during a timeframe, counting cards for the same profile only once. Add a list or multiple lists to filter, with a breakdown per list.
Completed workflow: Shows the total cards that completed a workflow during a timeframe, counting cards for the same profile only once. Add a list or multiple lists to filter, with a breakdown per list.
Demographic breakdown: Shows demographic information using profile fields like age, campus, and more, and allows you to filter further down using lists. The bar chart option is best for detailed breakdowns because you can segment each bar by an additional profile field, while the donut chart option is best for viewing basic percentages.
List results: Shows the list result totals during a selected timeframe, and you can select multiple lists for a side-by-side view. Lists must be at least 24 hours old to populate data in the widget.
New profiles: Shows the total number of new profiles created during a timeframe, including inactive profiles.
Recently edited pages: Shows a list of recently updated pages, published or draft.
Active Church Center app users: Shows the total number of unique people who have opened the Church Center app at least once during a timeframe. The count does not include people using the Church Center web pages.
Recent registrations: Shows the latest few attendees or contact names. Add a category or campus to filter.
Single signup: Shows the latest few attendees or contact names for a specific event.
Attendance: Shows the total attendance count for events during a selected timeframe. Add a specific category, campus, or event to filter.
Registrations: Shows the total registration count for events during a selected timeframe. Add a specific category, campus, or event to filter.
My schedule: Shows your upcoming confirmed events. This widget can only be added to your personal dashboard, My Dashboard.
Plans forecast: Shows a summary count for the total number of confirmed, declined, and unconfirmed team members for every team in an entire service type for the next few weeks. Select a Service Type using the dropdown. You can also use the Teams dropdown if this widget is in your My Dashboard.
Team breakdown: Shows a summary count for the total number of confirmed, declined, and unconfirmed team members for each specific team in an upcoming plan in a single service type.
Attendance: Shows attendance data for service types or teams during a selected timeframe.
Scheduled: Shows scheduling data for service types or teams during a selected timeframe, with the ability to exclude unconfirmed statuses.