Use home widgets
Choose your overview cards, understand their data and periods, and explore a result in Ask Parable.
The home Overview collects quick signals about your organization. Choose the cards useful to your work, then open a card to explore its result in a fresh Ask Parable conversation.
Open the overview
Check the selected organization, open home, and choose Overview. Other home tabs include Attendance, Giving, Demographics, Groups, Flows, and Custom; this guide covers the Overview widget cards.
The home Overview and chat both require permission to view chats; without it, you may land on another page or see a permission message. Loading widget data additionally requires data-view access. Giving widgets are shown only with Summary or Full giving access; individual giving details can require Full access even when you can see a summary card.
The cards use imported data and calculated summaries. Connect the relevant source and let its import finish before interpreting missing results. A missing source, restricted access, a failed load, and a genuine zero are different situations. Check your permissions and sync progress when needed.
Arrange your own cards
- On Overview, select the dashboard-shaped customize button.
- Drag pinned cards to rearrange them.
- Use Add a metric or the Not pinned area to bring another card into the pinned grid. Drag a card out of the pinned grid to unpin it.
- Select the checkmark to leave customization.
On mobile, you can also long-press a card to enter customization.
You can pin up to 12 cards. If you add a card to a full grid, the last pinned card moves into the unpinned collection. Unpinning a card changes your layout; it does not delete data or change other members' layouts.
Layout changes save to your Parable account as you arrange cards. The checkmark exits editing; it is not a separate workspace-wide save. If you see Couldn't save your layout, wait for the requests to finish and check the restored layout before arranging it again.
Outside customization, expand More metrics to see available cards that are not pinned.
Know which period a card uses
Use the campus and date filters near the home tabs when relevant. The date filter changes period-based cards; it does not replace every card's own window or current-state rules.
For example, Total Giving uses the selected period, Weekly Giving compares the current week with its prior-year counterpart, and Birthdays uses the workspace's upcoming-day window. Read each card's description and the opened result before comparing two numbers.
Available cards
The current catalog contains the following 26 cards. “Selected period” refers to the home date filter; a configured window is a shared workspace rule. Connected source data must include the records the card needs.
People and follow-up
| Card | What it helps you review | Source and period |
|---|---|---|
| New Profiles (listed as New Members in customization) | Profiles added during the period. | People; selected period. |
| Attendance Dropoff | Previously regular households, or individuals when household data is unavailable, with a recent attendance gap. | Check-Ins with People/household data; attendance lookback and dropoff rules anchored to the selected period. |
| Overdue Workflows | Workflow cards past their due date. | People workflows; current overdue state. |
| Stalled Workflows | Cards delayed relative to expected workflow response time. | People workflows; current stalled state. |
| Birthdays | Birthdays coming up soon. | People; configured upcoming-day window. |
| Missing Contact | Profiles missing contact information. | People; current profile/contact state. |
| Expiring Checks | Background checks due to expire soon. | People background checks; configured upcoming window. |
Groups and serving
| Card | What it helps you review | Source and period |
|---|---|---|
| Declining Group Attendance | Falling group participation. | Groups attendance and membership, with People profiles; selected period, comparison, and group-selection settings. |
| Group Sign-Ups | New group memberships. | Groups with People profiles; selected period and group-selection settings. |
| Groups Attendance | Recorded attendance across the selected groups. | Groups attendance; selected period and group-selection settings. |
| Upcoming Events | Upcoming Calendar event instances. | Calendar; configured upcoming-day window. |
| Pending Responses | Pending volunteer responses for upcoming service plans. | Services plans and responses; upcoming plans. |
| Overserving Alert | Volunteers exceeding the workspace's serving threshold. | Services with People profiles; configured rolling window and threshold. |
| Service Attendance | Confirmation and check-in information for services. | Services assignments, times, and attendance; selected period, with its own displayed comparison. |
| Volunteer Attendance | Recorded volunteer check-ins. | Services attendance; selected period. |
Giving
| Card | What it helps you review | Source and period |
|---|---|---|
| Pledge Campaigns | Campaign pledge progress and fulfillment. | Giving pledges and campaign donations; campaign state. |
| Lapsed Giving | Donors identified for giving follow-up. | Giving donor analysis with People profiles; configured grace period and alert thresholds. |
| Giving Units | Giving households and individuals. | Giving with People household links; selected period. |
| Recurring Giving | Recurring donation status. | Giving recurring donations and donor analysis; current health state. |
| First-Time Givers | New donors in the period. | Giving history; selected period. |
| Weekly Giving | This week's giving compared with the prior year. | Giving; fixed weekly comparison. |
| Total Donors | Unique donors in the period. | Giving; selected period. |
| Total Giving | Giving totals over time. | Giving; selected period. |
Engagement
| Card | What it helps you review | Source and period |
|---|---|---|
| Engagement Distribution | People grouped by current engagement tier. | Calculated engagement from imported activity; current score state. |
| Engagement Alerts | People identified as needing attention. | Calculated engagement; current alert state. |
| Growing Engagement | People whose engagement has improved. | Engagement history; configured trailing window. |
Engagement coverage depends on the sources and activity already imported. See read a person profile for the current scoring behavior and its limits. A quiet or missing signal does not by itself establish that someone has stopped participating.
Change shared widget rules
During customization, a settings control appears on cards with configurable rules when you have both dashboard-management permissions. These rules apply to the organization, unlike your personal layout.
Open a card's settings, change its available fields, and choose Save. Reset restores the draft defaults; save afterward to apply them. A loading or failed settings read must be resolved before you can save.
Available rules include attendance/dropoff windows, lapsed-giving thresholds, group selection, upcoming-day windows, serving thresholds, and the growing engagement trailing window. Use the fields actually offered by the card.
Engagement Distribution opens engagement settings instead of a widget settings sheet. Most engagement settings require organization-update access to change. Category weights follow data-view access and appear when you can view giving. Being able to open widget settings does not grant these permissions.
Explore a card in Ask Parable
Leave customization, then select a card or its displayed action. On mobile, tapping a card opens its detail drawer; choose View details to continue to chat, or Cancel to close it. Parable starts a fresh conversation about that card. You need permission to start chats and access to the requested data; seeing a summary card does not guarantee access to every record in its detail view.
Check the new conversation's period, campus, and result description. Different cards pass different context. In particular, when the selected Volunteer Attendance period differs from the detail view's fixed 90-day window, Parable sends a question with the selected dates rather than opening that fixed-window view directly.
Opening a card does not create a saved report or change a record. Continue with Ask questions with Ask Parable to check results, return to history, or use an available save or share control. The New Profiles card may open the preview experience, which has no Share chat control.
If a card is missing or looks wrong
| Situation | What to check |
|---|---|
| A card is not pinned | Expand More metrics, or look in Not pinned while customizing. |
| Giving cards are missing | Check Summary or Full giving access for the selected organization. |
A card shows a load error or -- | Check the connection and retry after recovery; do not read it as zero. Cached cards can still show their last-known value. |
| A stale-data notice appears | Check the source's sync state before acting on the last-known data. |
| A result is empty | Check its own period, campus/group filters, source data, and import completeness. |
| A chat detail is restricted | Ask your administrator about the requested data access; the widget's summary access is separate. |
| Layout or settings did not save | Check the error message and saved state before trying the change again. |