The 30,000-Foot View
For LeadershipGiving & spending by year —
Tithes and building/designated gifts stacked; the line is total spending.
Trends & History
The direction of travelThe long view — year by year
Net result by year
Monthly giving vs spending — full history
Recent momentum — quarter over quarter
Month over month —
Top-line trend — income, expense & net
Net margin trend
Quarterly rhythm
Expense groups — trend & share of every giving dollar
Share of income — this year vs last
Year-over-year by measure
The 5,000-Foot View
For Ministry LeadersOperating expense by category — last 12 months
Spending by ministry — last 12 months
Budget vs. Actual
MTD · QTD · YTDBottom line — how we're tracking to plan
Budget vs. actual by category
By ministry / department — budget vs. actual
By ministry
Giving Deep-Dive
Planning CenterIllustrative sample. Donor-level giving lives in Planning Center. Once connected, every figure below populates with New Hope Maui's real givers — first-time, recurring, lapsed, concentration, and channel. The numbers shown are realistic placeholders to illustrate what's possible.
Givers per month — new vs returning
Recurring vs. one-time giving
Giving concentration — cumulative % of gifts by giver
How much of all giving comes from the most generous households.
Gift-size distribution
Engagement by recency
Giving channel mix
Giver tiers — households & share of giving
The 2-Foot View
Full DetailIncome statement — trailing 12 months
12-month profit & loss — by month
Balance sheet — full detail
Ministry & fund profit/loss — last 12 months (all classes)
Capital campaign — our 2-year vision
Full chart-of-accounts activity — 12-month total & latest month
Health of the books & transaction profile