Presence+ Γ— Mindspirit Β· Backend Mockups Β· v2

The dashboards behind the unified Catholic platform

Phase G ships the mobile experience. This document shows what the web dashboards look like β€” the side parish staff, mentors, pastors, coordinators, and admins live in every day. Ten screens chosen to cover the actual delegation reality: pastors monitor coordinators; coordinators run their domain; every activity reports its estimated vs. actual attendance and what the SRS said about it; new parishioners are tracked through the welcome funnel with a dedicated Welcome Pulse instrument; small groups are measured by their GSRS engagement score; clinical mentors who bill see their session revenue and Stripe Connect payouts.

This v3 fills two gaps v2 still had: "are we actually welcoming new people?" (new Welcome Pulse instrument + scorecard dashboard) and "are our small groups engaging?" (GSRS applied to small groups with per-group cards showing trend + retention + invitation conversion). Both are MEP applied to onboarding β€” the moment a person first encounters the parish is where future engagement is decided.

v4 adds Missional Vital Signs (MVS) β€” the measurement layer that operationalizes Divine Renovation's Genesis Compass. Four new screens: the pastor's overview, an indicator drill-down for Culture of Prayer, the DR coach view foregrounding momentum and trade-offs, and the first-week "indicative" empty state before the DR guide sets parish targets. MVS is designed to be the tool DR adopts rather than rejects β€” Level + Momentum twin axes (the REVEAL antidote), parish-as-its-own-control (no leaderboards), and clinical PHI walled off from the measurement layer entirely.

Intersections with existing code: these mockups intentionally align with already-shipped patterns in mindspirit-server β€” the StatCard pattern from FacilitatorReportsPage, the 7/30/90-day window selector, the MentorLoadIndicator capacity bar (becomes Coordinator Load Indicator for parish), mentors-oversight-table (becomes Coordinators Oversight), mentor-change-approval-card (parish access requests reuse the same approval pattern). The parish attendance API at /api/attendance/check-in already records kiosk + manual + self-dashboard sources; the activity report just visualizes what's already collected. This isn't building from scratch β€” it's surfacing data that already flows.

Fourteen dashboards

Each browser frame is a real workflow that a real persona uses. Captions explain the strategic intent and the existing code primitives the screen builds on, so engineering doesn't read this as a from-scratch ask. Screens 11–14 introduce Missional Vital Signs (MVS) β€” the operational measurement layer designed for Divine Renovation parishes. Three-key rollup (Culture of Prayer / Evangelization / Shared Leadership) + a North Star (Vision) gauge, each indicator reporting Level + Momentum + Confidence so the dashboard cannot be misread as a scorecard. v1 ships from passive operational exhaust only β€” zero new survey burden on the parish.

app.presence-plus.com / manager
St. Joseph's Parish
πŸ” Search anything β€” people, events, library, prayers…
πŸ””βœ‰ FM
Daily
β—‰Today
✦Effectiveness
βœ‰Inbox12
Ministries
β—·Adoration
β–¦Ministry schedule
✦Mass intentions
🀲Prayer wall5
πŸ“Signup forms
πŸ“šLibrary
πŸ”§Work orders3
Org
β—‹People
βš™Settings

Good morning, Fr. Mike.

Monday, May 26 · ✦ St. Philip Neri · Joyful Trust
Needs your attention this morning
5
5 prayer requests pending your approval Β· 1 flagged as possible crisis
Review β†’
3
3 new work orders Β· 1 marked urgent (sanctuary lighting)
Triage β†’
!
Sunday 5 PM adoration hour still open Β· no scheduled adorer or backup
Broadcast β†’
2
2 access requests Β· Maria Vasquez (Volunteer) Β· David Chen (Backup adorer)
Decide β†’
Delegation health Β· this week
Coordinator
Capacity
Pulse (last 30d)
Status this week
MV
Adoration Coordinator
Maria Vasquez
87% covered
8.5
On track Β· Sun 5 PM hour open
View β†’
DG
Ministry Schedule Lead
David Garcia
63 / 71 roles filled
8.1
Needs help Β· 8 open slots Sun 12 PM
View β†’
PR
Prayer Wall Moderator
Patricia Reilly
5 pending Β· avg 4h queue
8.3
On track Β· 1 crisis flagged
View β†’
JL
Work Orders Lead
Joseph Lewis
3 open Β· 2 over 5 days
6.9
Backlog Β· pulse trending down
Check in β†’
Manager Dashboard Β· Pastor's delegation view
Fr. Mike monitors his coordinators β€” not just his own work
A parish runs through delegated leaders. The pastor's daily dashboard now centers on delegation health: each coordinator (Adoration, Ministry, Prayer Wall, Work Orders) gets a row showing their capacity (load bar β€” green / amber / red), their domain's pulse score with sparkline (last 30 days), and a status pill (On track / Needs help / Backlog). At a glance Fr. Mike sees that Joseph's work-orders backlog is dragging pulse scores down and that David needs help filling Sunday 12 PM. He clicks "Check in" β€” opens a thread with Joseph.
Code intersection: The capacity bar is the MentorLoadIndicator component from src/components/org-dashboard/mentor-load-indicator.tsx β€” same green/amber/red logic at 75/90% thresholds. The oversight table is the parish analog of mentors-oversight-table.tsx. The "Check in" thread reuses the existing conversations machinery. Net-new work is the data wiring + the per-coordinator pulse rollup query.
app.presence-plus.com / manager / adoration
St. Joseph's Β· Coordinator
πŸ” Search adorers, hours, sub requests…
πŸ””βœ‰MV
My domain
β—·Adoration
β–Έ Coverage
Hours
Adorers
Sub requests
Special events
Other
βœ‰Inbox2
✦Effectiveness
βš™Settings

Adoration Β· my domain

Maria Vasquez Β· Adoration Coordinator Β· 168 weekly hours Β· 87% covered
Needs your attention
!
Sunday 5 PM Β· no scheduled adorer or backup Β· 2 hours from now
Broadcast to backups β†’
2
2 sub requests open Β· Anna (Tue 7 AM) Β· John (Wed 3 PM)
Coordinate β†’
i
3 release requests pending your approval (permanent)
Review β†’
This week coverage
87%
146 / 168 hours
Next week coverage
92%
↑ as new signups arrive
Post-hour SRS (30d)
8.5
↑ 0.4 vs prior month
Active adorers
94
↑ 6 this month
Hours needing attention
Hour
Coverage
Last broadcast
Recent SRS
!
Sun 5 PM
no scheduled Β· no backup
0/1
none
β€” no data yet
Broadcast β†’
T
Tue 3 AM
Anna R Β· sub requested
1/1 Β· sub needed
14 hr ago
8.2
Help find sub β†’
βœ“
Fri 11 AM
3 candidates released hour
0/1 Β· 3 pending
2 days ago
8.6
Assign β†’
Coordinator Dashboard Β· Adoration
Maria runs her domain β€” same shape, smaller scope than the pastor
Adoration Coordinator Maria opens her dashboard and sees only her surface: 168 weekly adoration hours, current 87% coverage, what needs her attention (one uncovered Sunday hour, two sub requests, three release requests). Below that, KPIs (coverage this/next week, post-hour SRS for her domain only, active adorer count). The "Hours needing attention" table mirrors the pastor's "Delegation health" table β€” same shape, applied one layer down. The pastor sees coordinators; coordinators see their own activities.
Code intersection: Same StatCard pattern as FacilitatorReportsPage. The "Hours needing attention" table reuses the load-bar component. Sub-coordination integrates with the existing adoration broadcast system at /api/broadcasts. New work is per-coordinator role-based view permissions β€” the parish role pack from the consolidated baseline already defines adoration_coordinator, so the RBAC gate is in place. Just need to wire the coordinator-scope filter on the existing queries.
app.presence-plus.com / manager / effectiveness / welcome
St. Joseph's Parish
πŸ” Search new parishioners…
πŸ””βœ‰FM
Daily
β—‰Today
✦Effectiveness
Overview
Activities
β–Έ Welcome
Small groups
Homily pulse
Adoration
Ministries
β—·Adoration
β–¦Ministry schedule
🀲Prayer wall
β€Ή Effectiveness

New Parishioner Welcome Β· last 90 days

Are we actually welcoming new members? Are they finding a home here? Are we measuring it?
New parishioners (90d)
24
↑ 6 vs prior 90d
Personally contacted
19 / 24
79% Β· target 95%
Invited to a group
12 / 24
50% Β· room to grow
Active in ministry
8 / 24
33% Β· ~6mo settling lag
Welcome Pulse (4-item VAS Β· fires at 7d / 30d / 90d post-join)
7.2 / 10
68% response rate Β· ↑ 0.3 vs prior cohort
Items
Have you felt welcomed? Β· 7.8
Have you found connection? Β· 6.4
Is this becoming your spiritual home? Β· 7.5
Lowest scoring dimension
"Found connection" β€” 6.4
Invitation gap Β· prioritize group invites
Per-parishioner welcome scorecard
Parishioner Β· joined
Contact
Invited group
Ministry
Welcome pulse
Last contact
AR
Anna Rodriguez
68 days ago
Maria (deacon)
Bible study
EMHC
8.4
3d ago
healthy
EB
Emily Butler
42 days ago
not yet
not yet
none
5.1
never
Reach out β†’
RS
Robert Smith
31 days ago
Maria
Men's group
considering
7.8
9d ago
healthy
JK
Jasmine Kang
19 days ago
welcome email
none
none
no response yet
19d ago
Personal call β†’
DC
David Chen
12 days ago
Fr. Mike
RCIA
in formation
7d pulse out
2d ago
on track
TM
Thomas Murphy
8 days ago
not yet
not yet
none
not sent yet
never
Reach out β†’
New Parishioner Welcome Scorecard
Are we actually welcoming people β€” and how do we know?
A new parishioner signs the form, gets added to parishioners, and then… nothing measures whether anyone reached out, whether they were invited to a group, whether they feel they belong. This dashboard fixes that. Four KPIs at top measure conversion through the welcome funnel: signed up β†’ personally contacted β†’ invited to a group β†’ active in a ministry. The gold callout is the new Welcome Pulse instrument β€” a 4-item VAS scored at 7 / 30 / 90 days post-join asking "have you felt welcomed," "have you found connection," "is this becoming your spiritual home." The lowest-scoring dimension surfaces the action ("Found connection" 6.4 β†’ invitation gap β†’ prioritize group invites). The per-parishioner table flags people who haven't been contacted (rose background) β€” Emily Butler 42 days in without a single personal outreach is the kind of failure the system makes visible.
Code intersection: The parishioners table exists in the Adoration consolidated baseline. measurement_subject_kind already includes 'parishioner' as a value. The Welcome Pulse is a new built-in instrument to seed in a follow-up migration (14th instrument, joining the 13 already seeded). Trigger pattern reuses the alliance-hooks model from Phase F: on parishioners INSERT, schedule pulse_invitations at +7d, +30d, +90d (same shape as `mass_intention_received` etc.). Per-parishioner outreach tracking joins conversations + messages on parishioner.profile_id; group invitations join parish_membership_extras + group memberships. Net-new is the instrument seed + the report UI.
app.presence-plus.com / manager / effectiveness / small-groups
St. Joseph's Parish
πŸ” Search small groups, leaders, members…
πŸ””βœ‰FM
Daily
β—‰Today
✦Effectiveness
Overview
Activities
Welcome
β–Έ Small groups
Homily pulse
Adoration
Ministries
β—·Adoration
β–¦Ministry schedule
🀲Prayer wall
β€Ή Effectiveness

Small Group Engagement Β· spring semester

All groups
Bible study (4)
Prayer team (1)
Faith formation (2)
9 active groups Β· 142 total members Β· GSRS measured after every session Β· CGSRS for the youth group
Avg GSRS this semester
8.1
↑ 0.4 vs fall
Member retention
87%
↑ 5%
Invitations sent
38
22 accepted (58%)
Open invitations
7
3 over 14 days Β· re-engage
Tuesday Men's Bible Study
Led by David Garcia Β· weekly Β· since Jan
8.6
Members
12
Sessions
14/14
Retention
100%
3 sent 3 accepted 0 open Flagship group
Mom's Prayer Circle
Led by Patricia Reilly Β· weekly Β· since Feb
8.3
Members
15
Sessions
11/12
Retention
93%
6 sent 5 accepted 1 open
Young Adults Bible Study
Led by John Kim Β· biweekly Β· since Jan
6.8
Members
8 ↓ 3
Sessions
5/7
Retention
73%
8 sent 2 accepted 3 open Β· 14d GSRS dropping Β· check in
Youth Faith Formation
Led by Maria Lopez Β· weekly Β· CGSRS Β· since Sept
7.9
Members
22
Sessions
28/30
Retention
91%
4 sent 3 accepted 1 open CGSRS Β· grades 6-8
Thursday Lectio Group
Led by Fr. Joseph Β· weekly Β· since Mar
5.9
Members
6 ↓ 4
Sessions
7/10
Retention
60%
4 sent 1 accepted 2 open Β· 21d Bleeding members Β· rethink format
FOCUS Bible Study (Holy Cross)
Led by Anna Rodriguez (peer) Β· weekly Β· semester
8.4
Members
9
Sessions
13/14
Retention
100%
13 sent 8 accepted 0 open Holy Cross Β· cross-org
Small Group Engagement Report
GSRS applied to small groups β€” engagement made visible
Inviting someone into a small group is the parish's single most-effective onboarding move (the Welcome Pulse data above confirms it). This dashboard tells the pastor and small-group leads whether each group is actually engaging. Per-group card: name + leader + frequency Β· GSRS score (or CGSRS for the youth group) Β· 6-week sparkline Β· members Β· sessions held vs scheduled Β· retention Β· invitation conversion (sent / accepted / still open). Three flags surface: Young Adults Bible Study (orange, GSRS dropping from 8.0 β†’ 5.8, lost 3 members, low invitation acceptance) β€” needs a check-in with John. Thursday Lectio Group (red, GSRS at 5.9, lost 4 of original 10 members, 21-day-old open invitations) β€” bleeding members, rethink format. FOCUS Bible Study (Holy Cross) bottom right is a cross-org group β€” Anna's college Catholic center peer-led group rolling up under her dual-membership.
Code intersection: GSRS and CGSRS are seeded in the consolidated baseline (Phase 2 of MEP). The Group Session Pulse instrument is wired and producing data via the existing post-session pulse hook on helper_encounters with subject_kind='group_session'. What's net-new is the per-group rollup query (group GSRS over time, retention, invitation conversion) and the leader-by-leader visibility. The CGSRS branch is automatic β€” children's groups already use the children's variant of the instrument. Cross-org groups (FOCUS at Holy Cross) work because helper_encounters.organization_id identifies which org owns the group, and the dashboard filters by visible orgs for the viewer.
app.presence-plus.com / manager / effectiveness
St. Joseph's Parish
πŸ” Search anything…
πŸ””βœ‰FM
Daily
β—‰Today
✦Effectiveness
βœ‰Inbox
Ministries
β—·Adoration
β–¦Ministry schedule
✦Mass intentions
🀲Prayer wall
πŸ“šLibrary
πŸ”§Work orders
Org
β—‹People
βš™Settings

Ministry Effectiveness

Last 30 days Β· all ministries Β· Adjust filters β€Ί
Aggregate effectiveness
8.2 / 10
↑ 0.3 vs last month
Response rate
64%
↑ 6% β€” best month yet
Pulses this week
312
β€” in range
Clinical clients improving
23 / 28
↑ Strong outcomes
Pulse health by surface
Homily Pulse
7.8
↑ trending up Β· 47 responses
Group Sessions
8.1
β€” stable Β· 18 responses
Adoration post-hour
8.5
strong Β· 76 responses
Mass intention
9.0
exceptional Β· 31 responses
Room fit
6.4
↓ needs attention Β· 22 responses
Library reception
7.2
β€” stable Β· 41 responses
Prayer wall heard
8.3
strong Β· 28 responses
Work order completion
6.9
↓ declining Β· 19 responses
What we're pre-narrating for you
β–Ό
Room fit dropped 15% this week β€” concentrated in St. Joseph Hall events. Worth a walk-through.
Drill in β†’
i
Fr. Joseph's homily pulse trending down 0.6 since Lent ended β€” could be a check-in conversation.
View detail β†’
!
Work order satisfaction at 50% and falling β€” investigate the last 5 closed tickets.
Audit β†’
MEP Dashboard Β· The strategic moat
Pastor sees parish + clinical effectiveness side-by-side
ROM β€” Regular Outcome Measures β€” applied across every parish touchpoint AND clinical sessions, on one dashboard. The pulse-health grid shows 8 different pulse types β€” homily, group sessions, adoration, mass intention, room fit, library, prayer wall, work order β€” each with a sparkline and trend indicator. Two cards highlighted: room fit (orange, dropping) and work order completion (red, declining). The bottom "What we're pre-narrating for you" section shows the system's interpretation β€” not "here are 8 numbers" but "here's what the numbers mean and what to do about them."
No competing parish-CRM has outcome measurement. No clinical platform has parish ministry pulses. The unified product has both β€” applied with the same methodology, on the same dashboard. This is what makes the platform genuinely defensible.
app.presence-plus.com / manager / effectiveness / events / sunday-10am-mass-may-19
St. Joseph's Parish
πŸ” Search anything…
πŸ””βœ‰FM
Daily
β—‰Today
✦Effectiveness
β–Έ Homily pulse
Group sessions
Adoration
Mass intention
Room fit
Library
Prayer wall
Work orders
Ministries
β–¦Schedule
πŸ“šLibrary
β€Ή Effectiveness Β· Activities

Sunday 10 AM Mass Β· May 19

Celebrant: Fr. Mike Β· Lector: Anna Rodriguez Β· Liturgical: 6th Sunday of Easter Β· Coordinator estimate: 320
Coordinator estimate
320
David's pre-Mass count
Actual check-ins
287
kiosk + manual + self-dashboard
Variance
-33 (-10%)
last 4 Masses avg variance: -7%
Pulse responses
47 / 287
16.4% response rate
Check-in source breakdown
168 Kiosk (entrance check-in) 64 Manual (greeter logged) 55 Self (mobile app)
SRS (alliance) for this Mass Β· avg 7.4
Did the homily speak to me?
7.8
Did the music elevate the liturgy?
7.1
Did I feel welcomed?
8.2
Overall, was today's Mass right for me?
6.5
Comments (5 of 12)
View all β€Ί
"Music felt rushed today. Cantor seemed under the weather?"
"The story about your father really stayed with me, Fr. Mike."
"Loud baby in pew 6 made it hard to focus πŸ˜…"
"First time visitor. Greeter Mary was wonderful β€” felt welcome."
Compare to recent Sunday 10 AM Masses
~
May 12 Β· 295 actual Β· estimate 310 Β· SRS 7.6
a week ago
~
May 5 Β· 305 actual Β· estimate 315 Β· SRS 7.5
2 weeks ago
↑
Apr 28 Β· 312 actual Β· estimate 320 Β· SRS 8.1
3 weeks ago
Ministry team performance
Lectors Β· Maria, John
7.9
EMHC Β· team of 6
8.0
Cantor Β· Anna Β· pulse note
6.4 ↓
Greeters Β· Lisa + Mary
9.1 ↑
Activity-Level Report Β· Single Mass
Estimated vs actual attendance β€” and the SRS for that specific Mass
The activity report for one specific Mass. Four headline numbers: coordinator's pre-Mass estimate (320), actual check-ins (287 from kiosk + manual + mobile self), variance (–10%, slightly worse than the 4-Mass average of –7%), and pulse responses (47, a 16.4% response rate). Below: source breakdown showing the kiosk did most of the work, the SRS dimension scores for the Mass itself (homily, music, welcome, overall), a sample of open-ended comments, a comparison row showing the four prior Sunday 10 AMs, and a per-ministry-team row breaking out which team performed how (Cantor flagged 6.4 ↓ β€” Anna under the weather per a comment).
Code intersection: Check-in source data already flows through /api/attendance/check-in, /api/attendance/visitor, /api/attendance/current-hour. SRS-per-mass is the existing helper_encounters/measurements infrastructure pivoted by subject_kind='homily_mass'. The per-team breakdown joins ministry_assignments Γ— measurements with the same Mass subject_id. Net-new is the dashboard UI itself β€” every underlying datum is already collected.
app.mindspirit.com / dashboard / my-clients
Mentor β€” Sarah Chen
πŸ” Search clients, sessions, journals…
πŸ””βœ‰SC
My work
β—‹My clients9
β–¦Schedule
βœ‰Inbox3
✦My outcomes
Resources
πŸ“šLibrary
πŸŽ“Courses
πŸ“„Journal prompts
βš™Settings

My Clients

9 active Β· 2 need attention Β· last refreshed 4 min ago Β· + New client
All (9)
Needs attention (2)
Improving (5)
Stable (2)
Client
Last / Next session
ORS trend
Current ORS
SRS alliance
AR Anna Rodriguez
Last: 3 days ago
Next: Tomorrow 3 PM
28 ↑
38
Improving
ML Maria Lopez
Last: 5 days ago
Next: Fri 11 AM
19 ↓
28
Alliance ↓
JK John Kim
Last: 1 week ago
Next: Mon 10 AM
26 β€”
36
Stable
DC David Chen
Last: 4 days ago
Next: Thu 2 PM
31 ↑
39
Graduating
EB Emily Butler
Last: 2 weeks ago
Next: Not scheduled
14 ↓
β€”
No-show
RS Robert Smith
Last: 2 days ago
Next: Next Tue 4 PM
29 ↑
37
Improving
Mentor's Client List
ROM data front and center β€” outcomes drive the workflow
Sarah Chen lands on her client list with ROM (Regular Outcome Measures) trends visible at a glance: ORS sparkline (last 8 sessions per client), current ORS score with up/down arrow, current SRS alliance score. Two clients flagged (rose background) β€” Maria Lopez with declining alliance, Emily Butler not scheduling. Filter chips at the top: Needs Attention / Improving / Stable. The visual hierarchy makes "who needs me first?" answerable in 2 seconds.
Outcomes-informed practice is established science but rare in software. Most platforms have a client list. We have a client list where the outcomes data drives the prioritization β€” ROM applied operationally.
app.mindspirit.com / dashboard / my-clients / anna-rodriguez / messages
Mentor β€” Sarah Chen
πŸ” Search…
πŸ””βœ‰SC
My work
β—‹My clients
β–Έ Anna Rodriguez
Maria Lopez
John Kim
David Chen
+ 5 more
β–¦Schedule
βœ‰Inbox
Resources
πŸ“šLibrary
πŸŽ“Courses
AR
Anna Rodriguez
Client Β· St. Joseph's Parish Β· Recently lost grandmother
πŸ“žπŸ“…β‹―
AR
Things are still hard. Slept better last night though. Going to mass tomorrow.
Anna Β· 2 days ago
SC
That's a real win. Sleep changes are usually the first sign you're moving through it.
Here's a reflection prompt for the week β€” try writing for 5 minutes Sunday morning.
πŸ“„
Journal prompt: "What did I notice"
Sent Β· 5-min reflection Β· expires Sun 10 PM
You Β· 2 days ago
SC
Hey Anna β€” I'm thinking of your grandma this week. I scheduled a mass intention at your parish for her. You should see it in your inbox tomorrow.
With love, Sarah
✦
Mass intention for Maria Rodriguez
St. Joseph's Parish Β· May 28 Β· 8 AM Β· cross-platform delivery
You Β· just now Β· cross-platform
Reply to Anna…
πŸ“„Journal prompt πŸŽ“Course πŸ“šLibrary item ✦Mass intention βœ“ 🎀Voice Send
Anna's snapshot
Current ORS
28 ↑
↑ 9 pts in 3 weeks Β· trending up
Sessions completed11
Last alliance (SRS)38 / 40
Next sessionTomorrow 3 PM
Recent journal
"I keep wanting to call her phone just to hear her voicemail. Today I deleted it."
2 days ago Β· 4 min read
Parish context
Home parishSt. Joseph's
Adoration hourSun 11 AM
MinistryEMHC
Mentor β†’ Client thread Β· The cross-product moment
A mentor reaches across into the parish
Sarah is mid-conversation with Anna. Two messages visible: a journal prompt sent earlier (attached via the composer), and the killer use case β€” Sarah scheduled a mass intention at Anna's home parish for her recently-deceased grandmother, attached to the message. The composer toolbar shows the full attachment menu: Journal prompt Β· Course Β· Library item Β· Mass intention Β· Voice. The right rail shows Anna's ROM snapshot (ORS trending up), recent journal entry preview, and parish context (her home parish, her adoration hour, her ministry). Sarah has everything she needs in one view to be a thoughtful clinical mentor AND a spiritually-informed one.
This is the unified product made visible in a single screen. Mindspirit (clinical) reaching across into Presence+ (parish) through a normal-looking composer. CCB literally cannot do this. Clinical-only platforms cannot do this. The platform is the only place where this conversation is possible.
app.mindspirit.com / dashboard / mentor / billing
Mentor β€” Sarah Chen, LCSW
πŸ” Search sessions, clients, invoices…
πŸ””βœ‰SC
My work
β—‹My clients
β–¦Schedule
βœ‰Inbox
✦My outcomes
Practice
$Billing2
β–Έ This month
Invoices
Payouts
Tax (1099)
Rates & packages
Resources
πŸ“šLibrary
βš™Settings

Billing Β· May 2026

Last 30d
This month
YTD
⇩ Export CSV
Sarah Chen, LCSW Β· 17 sessions delivered Β· 14 clients active Β· billing as Solo Mentor through Mindspirit Connect
Gross this month
$3,420
↑ 12% vs April
Platform fee (8%)
βˆ’$274
Stripe + Mindspirit
Net payout
$3,146
↑ 12%
Outstanding
$320
2 invoices Β· 1 overdue
Next payout Β· 2 days
$1,580
7 sessions Β· Stripe Connect β†’ Chase β€’β€’6841 Β· arrives Thu May 28
Last payout
$1,840
May 14 Β· 9 sessions
YTD net
$14,720
82 sessions Β· 18 clients
Sessions this month
Client / session
Date Β· type
Rate
Net to you
Status
Anna Rodriguez Β· 50-min session
ORS 28 ↑ Β· SRS 38
May 23 Β· Video
$220
Paid
John Kim Β· 50-min session
ORS 26 β€” Β· SRS 36
May 22 Β· In-person
$220
Paid
Maria Lopez Β· 50-min session
ORS 19 ↓ Β· SRS 28
May 21 Β· Video
$220
$202.40
Pending Β· 3d
Emily Butler Β· NO-SHOW fee
2nd no-show this quarter
May 19 Β· Scheduled
$110
$101.20
Card declined
David Chen Β· 50-min session
ORS 31 ↑ Β· SRS 39 Β· graduating
May 17 Β· Video
$220
Paid
Robert Smith Β· 90-min intake
first session Β· onboarding
May 15 Β· In-person
$350
Paid
Mentor Billing Report
Counselors, coaches, psychologists see their revenue, payouts, and tax export
Sarah Chen β€” an LCSW billing through Mindspirit's Stripe Connect β€” opens her billing dashboard. Four KPIs at top: gross billings ($3,420), the 8% platform+payment fee (–$274), net payout ($3,146), and what's still outstanding ($320, including 1 overdue and 1 declined card). The sage payout card shows what's hitting her bank Thursday ($1,580 from 7 sessions). The sessions table shows every billable encounter this month with ORS/SRS notes inline (clinical outcomes adjacent to the billing line β€” unusual and important), the rate, the net after fees, and status (Paid / Pending / Card declined). Tax export button top-right generates a 1099-NEC-ready CSV. Window selector mirrors the existing facilitator-reports pattern (7d / 30d / This month / YTD).
Code intersection: Stripe Connect is already wired into Mindspirit (connectService.ts, stripe_connect_account_id on organizations, 5 endpoints under /api/organizations/[id]/stripe-connect/*). Per-mentor revenue reporting is the org-level /dashboard/super-admin/financials page pivoted by mentor.user_id instead of organization_id. The window selector and stat-tile pattern come from FacilitatorReportsPage. Net-new is the per-mentor scope and the tax export β€” both queries-and-UI, not new infrastructure.
app.presence-plus.com / manager / ministry / schedule
St. Joseph's Parish
πŸ” Find a volunteer, role, or Mass…
πŸ””βœ‰FM
Daily
β—‰Today
✦Effectiveness
βœ‰Inbox
Ministries
β—·Adoration
β–¦Ministry schedule
β–Έ Schedule
Roles
Volunteers
Conflicts
✦Mass intentions
🀲Prayer wall
πŸ“šLibrary

Ministry Schedule

β€Ή May 26 – Jun 1 β€Ί
✦ Auto-fill open slots
Week of May 26 Β· 6 Masses Β· 63 of 71 roles filled Β· 8 open
Mass
Celebrant
Lector 1
Lector 2
EMHC team
Cantor
Greeters
Sat Vigil
5:30 PM
Fr. Mike βœ“
Maria V βœ“
John K
team of 6
Anna R βœ“
David + Lisa
Sun 8 AM
8:00 AM
Fr. Joseph βœ“
Unfilled
Robert S
team of 4
Sarah W
team of 2 βœ“
Sun 10 AM
10:00 AM
Fr. Mike
Anna R
Patricia M
team of 6
cantor βœ“
Unfilled
Sun 12 PM
12:00 PM
Fr. Joseph
Unfilled
Mike T
team of 5
Sarah W
team of 2
Sun 5 PM
5:00 PM
Deacon David
Lisa P
Eddie M
2 of 4
cantor βœ“
team of 2
Open slots
8
Sun 8 AM Lector 1 priority
Conflicts detected
1
Maria assigned twice Sunday
Recently confirmed
12
12 of 63 confirmed via mobile
Ministry Schedule Manager
Drag, drop, auto-fill β€” the spreadsheet-killer for parish staff
Grid view of the week's Masses (rows) and the roles each Mass needs (columns). Confirmed cells show green βœ“, pending cells show gold, unfilled cells show rose. Auto-fill button uses the schedule optimizer to assign volunteers based on qualifications + affinities + availability + fairness. The KPI strip at the bottom highlights: 8 open slots, 1 conflict detected (Maria Vasquez double-booked Sunday), 12 confirmations received via mobile this week.
Most parishes still do this in Excel or Google Sheets. Schedule conflicts are noticed only when someone doesn't show up. We catch them at fill-time and surface them as a visible warning. That alone justifies the parish-CRM purchase for a single parish.
app.presence-plus.com / manager / vital-signs
St. Joseph's Parish
πŸ” Search vital signs, indicators, themes…
πŸ””βœ‰FM
Daily
β—‰Today
✦Missional Vital Signs
β–Έ Overview
Culture of Prayer
Evangelization
Shared Leadership
North Star Β· Vision
βœ‰Inbox
Operations
β—·Adoration
β–¦Ministry schedule
🀲Prayer wall
✦Mass intentions

Missional Vital Signs

Ordinary Time Β· season s=1.00 May 2026 Β· weekly recompute
Level + Momentum for each key. Targets set with your DR guide (last reviewed Apr 4). Never compared across parishes.
Key 1 of 3
Culture of Prayer
49 / 100 ↑
Moderate
Rest theme not yet measured β€” confidence downgraded one level. Pulse launch Q3.
Key 2 of 3
Evangelization
54 / 100 ↑
Moderate
Alpha funnel + hospitality rating launching with Q3 pulses.
Key 3 of 3
Shared Leadership
58 / 100 β†’
Indicative
Team Health + Formation + Vision suppressed β€” >25% of weight not yet measured.
β˜… North Star
Vision
β€” Β·
Suppressed
Quarterly pulse launches Q3 β€” both clarity and ministry-alignment items.
v1 indicators Β· 9 of 19 active Β· passive exhaust only ID Β· Indicator Β· Raw Β· Level (floor β†’ target) Β· Momentum Β· Confidence
MP-1
Prayer Practice Breadth
34% engaged (28d)
60
↑↑
High
MP-2
Prayer Consistency
9 active days median
31
↑
High
MP-3
Intercessory Participation
22 / 100 mems
49
β†’
High
EV-2
Newcomer Assimilation
38% to ministry / group
45
↑
Mod
SX-1
First-Time Visitor Return Rate
32% within 6 wks Β· flagship
55
↑
High
SX-2
Homily Helpfulness
8.1 / 10 Β· 4-Sun mean
78
β†’
High
LT-1
Shared-Leadership Index
60% lay-owned key fns
60
β†’
High
Mockup 11 Β· MVS β€” Pastor Vital Signs Overview
The discernment dashboard β€” three keys, one North Star, no leaderboard
Fr. Mike opens Missional Vital Signs on Monday morning. The four cards across the top are the headline: Culture of Prayer 49 ↑, Evangelization 54 ↑, Shared Leadership 58 β†’, and the gold-tinted North Star (Vision) showing Suppressed because the v1 pulses haven't shipped yet. Every card carries Level + Momentum + Confidence β€” never Level alone. The Vision card is visually distinct (gold gradient, gauge styling) so the eye reads it as the spine rather than a fourth key. Below, the indicator strip lists each of the 9 v1 indicators with raw value, Level bar, Momentum arrow, and Confidence chip. The header pills make the season correction (Ordinary Time, s=1.00) and the parish-specific weekly recompute cadence visible, so the pastor knows what numbers mean.
The Willow Creek REVEAL antidote in one screen: high activity (Level) is shown alongside direction (Momentum), so no one can read the dashboard as a scorecard. Built entirely from operational exhaust β€” prayer wall taps, welcome workflow status, homily ratings, ministry config. Zero new survey burden on the parish in v1, which means DR can demo this on any Presence+ parish the day after they sign.
app.presence-plus.com / manager / vital-signs / culture-of-prayer
St. Joseph's Parish
πŸ” Search vital signs, indicators, themes…
πŸ””βœ‰FM
Daily
β—‰Today
✦Missional Vital Signs
Overview
β–Έ Culture of Prayer
Evangelization
Shared Leadership
North Star Β· Vision
βœ‰Inbox
Operations
β—·Adoration
🀲Prayer wall
✦Mass intentions
← Missional Vital SignsΒ·Key 1 of 3
Culture of Prayer
Rolls 2 Genesis Compass themes Β· Missional Prayer (MP, 70%) + Rest (RS, 30% β€” suppressed)
Key Level
49 / 100
MP only Β· RS suppressed β†’ renormalized
Key Momentum
↑ +0.09
Season-adjusted vs same-period prior year
Confidence
Moderate
Downgraded Β· RS theme dark
MP-1 Β· Leading↑↑
Prayer Practice Breadth
How wide prayer reaches across the consenting community β€” % with β‰₯1 logged prayer act in trailing 28d.
Raw
34%
Floor
10%
Target
50%
s Β· Ξ”
1.00 Β· +18%
Level 60 Β· weight 0.45 of MPCohort n=287 Β· High
MP-2 Β· Leading↑
Prayer Consistency
Depth among the engaged β€” median active prayer-days per engaged user over trailing 28d.
Raw
9 d
Floor
4 d
Target
20 d
s Β· Ξ”
1.00 Β· +6%
Level 31 Β· weight 0.30 of MPCohort n=98 Β· High
MP-3 · Leading→
Intercessory Participation
Praying for one another β€” requests + "I prayed" taps per 100 consenting members, season-adjusted.
Raw
22
Floor
5
Target
40
s Β· Ξ”
1.00 Β· +2%
Level 49 Β· weight 0.25 of MP Β· 95th-pct cappedCohort n=287 Β· High
MP-1 trend Β· raw vs season-adjusted Β· 12 monthsvertical line = today Β· momentum vs same-period prior year
Jun '25 Lent (s=1.20) May '26
Raw rate Season-adjusted (r' = r / s) Lent rise tracking s=1.20 β†’ Momentum reads flat during that window. Correct behavior.
Privacy guards active
Confessional-seal exclusion filtered 3 prayer-wall items from MP-3 this period (crisis / sin-disclosure / family). Items routed pastoral channels, never aggregated.
MIN_COHORT=10 Β· Tier 1+ only Β· raw events stripped of user ID within 48h.
Mockup 12 Β· MVS β€” Indicator drill-down
Open the hood β€” floors, targets, season correction, and what's being deliberately excluded
Click any key card and you land here. Theme header makes the rollup math visible (MP at 70% Β· RS at 30%, RS suppressed β†’ renormalized to MP only, Key Confidence downgraded). Three indicator cards show raw value, parish-specific floor and target, seasonal index applied, the Level position relative to its floor-to-target band, weight within the theme, and contributing cohort. The 12-month trend chart shows the raw rate alongside the season-adjusted rate β€” the gold dashed line β€” so the Lenten lift visually tracks the seasonal multiplier and produces flat momentum, which is the right answer. The rose-tinted privacy card on the right makes the confessional-seal exclusion architectural and visible, not buried in fine print.
Catholic parishes get nervous about measurement layers because of confidentiality. Putting the seal exclusion and the consent tier in the drill-down β€” not in a settings page β€” turns the privacy story into a feature, not a disclaimer. This is the screen DR's bishop-facing materials will reproduce.
coach.presence-plus.com / parishes / st-josephs Β· DR guide view
Viewing: St. Joseph's β–Ύ
πŸ” Find another assigned parish…
πŸ””JG
My parishes (4)
✦St. Joseph'sΞ”
✦Holy Family
✦St. Catherine's
✦Our Lady of Hope
St. Joseph's
β–Έ Coaching View
Three Keys Β· detail
Set / review targets
Discernment notes
Meeting history

St. Joseph's β€” Coaching View

Next coaching call: Thu Jun 11 Β· 10 AM
Momentum first. What moved this period β€” and what trade-offs the team should discern. Targets and floors are theirs, set with you on Apr 4.
β–²β–² Strongest gain
MP-1 Β· Prayer Breadth
+18% vs prior year, season-adjusted
Reaching wider, not just the devoted few.
β–² Steady climb
SX-1 Β· 1st-Time Return
+8% Β· 32% return within 6 wks
Flagship lagging indicator β€” the front door is working.
β–Ό Concerning
RS-1 Β· Leader Wellbeing
βˆ’9% Β· 27 / 40 reported
Team's sustainability slipping while the renewal lifts.
β–Ό Watch
RS-2 Β· Overcommitment
βˆ’10% Β· "pace sustainable" dropping
Leading edge of burnout β€” usually 8–12 wks ahead of attrition.
Discernment surface Β· Β§8 of the spec
Prayer is broadening β€” and starting to cost the team.
Culture of Prayer Level rose to 49 ↑ this period, driven almost entirely by MP-1 (breadth). Same period, Rest Level fell to 56 ↓ β€” RS-1 wellbeing down 9%, RS-2 overcommitment up 10% (lower = healthier; this is the wrong direction). This is the trade-off a quarterly survey would miss: the renewal is working, and starting to cost the people leading it. The right next conversation isn't "do less prayer" β€” it's "where in the leadership team is the load concentrated, and is the lay leadership broadening with it (LT-1)?"
Suggested coaching prompts for Thursday's call:
  • Walk Fr. Mike through the MP-1 vs RS-1 divergence on this screen.
  • Ask: who specifically is carrying the prayer-breadth growth? (Likely 3-5 people.)
  • Cross-reference with LT-1 (60% lay-owned key functions) β€” what would 70% look like, and which function moves next?
  • Revisit RS target in your next quarterly target review β€” current target may be too aspirational for this season.
Targets needing review
MP-1 Β· Target 50% reaching plausiblyConsider raise
RS-1 Β· Target 36 / 40 unlikely this cycleConsider revisit
SX-1 Β· 50% target on trackHold
Privacy & framing reminders for the call
Β· This dashboard is St. Joseph's view of itself. Never compared to your other 3 parishes.
Β· Composite "Missional Vitality" remains off for this parish (default).
Β· Vision pulse launches Q3 β€” North Star gauge will turn on then.
Β· Clinical wall holds β€” no TruePresence PHI in any aggregate above.
Mockup 13 Β· MVS β€” DR Coach view
Where the coach reads what the pastor can't see β€” momentum, trade-offs, and what to discuss
Same data, different audience. The DR guide opens this view before each coaching call. Momentum is front of mind β€” the top movers strip surfaces the four largest absolute changes in the period regardless of which key they're in, so the coach walks into the call already knowing where to start. The big gold-trimmed card is the discernment surface: a plain-English read of the Β§8 worked example (Prayer breadth ↑↑ while Rest ↓), followed by four suggested coaching prompts that route the conversation back to the parish team's own judgment rather than prescribing an answer. The right rail keeps the framing rails visible: targets needing review (raise / revisit / hold), and the privacy reminders the coach is expected to reinforce.
The coach is the customer DR sells. This screen is the deliverable that makes them productive β€” a 5-minute pre-call read instead of an hour digging through reports. It's also the only screen with explicit comparative context ("your 4 parishes") because that comparison exists in the coach's head whether we surface it or not β€” better to surface it carefully than pretend it doesn't happen.
app.presence-plus.com / manager / vital-signs Β· day 7 of parish onboarding
St. Catherine's (new)
πŸ” Search vital signs, indicators, themes…
πŸ””βœ‰FK
Daily
β—‰Today
✦Missional Vital Signs
β–Έ Overview
Culture of Prayer
Evangelization
Shared Leadership
North Star Β· Vision
βœ‰Inbox
Operations
β—·Adoration
🀲Prayer wall

Missional Vital Signs

Day 7 of onboarding Β· Ordinary Time
Numbers are computing against shipped defaults β€” they read as indicative only until your DR guide sets targets with you.
β˜… Your DR guide hasn't set parish targets yet
MVS is computing with shipped defaults so you can see shape from day one, but Level and Momentum will read as Indicative until you schedule your kickoff with Josh Gaeng. The targets that matter are the ones you set for this parish β€” not ours.
Schedule guide kickoff β†’ or continue with defaults
Key 1 of 3
Culture of Prayer
~52indicative
Indicative Β· no parish target
Default floor/target shipped. Set your own with Josh.
Key 2 of 3
Evangelization
~38indicative
Indicative Β· no parish target
Default floor/target shipped. Set your own with Josh.
Key 3 of 3
Shared Leadership
~44indicative
Indicative Β· no parish target
Default floor/target shipped. Set your own with Josh.
β˜… North Star
Vision
β€”
Suppressed Β· v2
Vision pulse launches Q3 β€” gauge turns on then.
Raw values are real Β· Level & Momentum read as Indicative until targets are set 9 v1 indicators Β· cohort & recency are real
MP-1
Prayer Practice Breadth
28% engaged (28d)
~50
β€”
Ind
MP-3
Intercessory Participation
16 / 100 mems
~35
β€”
Ind
SX-1
First-Time Visitor Return Rate
Insufficient data Β· 6-wk cohort building
β€”
β€”
Supp
LT-1
Shared-Leadership Index
45% lay-owned key fns
~40
β€”
Ind
Mockup 14 Β· MVS β€” Empty / indicative state
Day 7 at a new parish β€” the first impression that has to land
St. Catherine's just signed up. Their MVS dashboard computes from the moment the data arrives, using shipped defaults for floor and target. Every Level reads with a "~" prefix and an "Indicative" chip, every Momentum reads "β€”", and the dashed-border key cards reinforce that what's on screen is provisional. The gold banner across the top is the only call to action β€” schedule the kickoff with Josh β€” and the secondary "continue with defaults" link is offered without judgment for parishes that want to look before they commit. The North Star card sits there gold-tinted but greyed, signaling the v2 capability without confusing the v1 reading. The indicator strip shows that raw values are real (28% prayer breadth is real data from week one), only the interpretation is provisional.
This is the screen that decides whether the parish trusts the tool. A score on day one with no context is the REVEAL failure mode shipping in a new wrapper. A blank screen is "this dashboard is broken." This middle path β€” real data, deliberately provisional interpretation, single clear next action β€” is what makes the parish say "I see what this is going to be" instead of either reaction.

Seven signature workflows the unified product enables

Reading the screens above as user journeys β€” what each persona does in 60 seconds when they sit down. The product's strategic argument is measured delegation: it works for the pastor, for each coordinator, for the mentor, the billing clinician, AND for the new parishioner whose welcome experience now gets visibly tracked.

1The pastor monitors his delegated team

Fr. Mike opens the dashboard at 7 AM. The Delegation Health table shows him in 5 seconds that Joseph's work-orders backlog (3 open Β· 2 overdue) is dragging that ministry's pulse down to 6.9. Maria's adoration is on track (87% covered), Patricia's prayer-wall queue is healthy, David needs help filling 8 ministry slots for Sunday 12 PM. Fr. Mike opens a thread with Joseph to check in, broadcasts the open ministry slots, and signs off. The dashboard is fundamentally about delegation health, not the pastor's personal to-do list.

2Each coordinator runs their own domain

Maria the Adoration Coordinator opens her dashboard. She sees the same shape as Fr. Mike β€” KPIs, attention list, hours-needing-attention table β€” but scoped to her one ministry. Her dashboard has the parish's adoration hours and only those. The shape is consistent so coordinators trained on one ministry can lead another with minimal re-onboarding. This is how parish staff scale.

3Every activity reports estimate vs. actual + SRS

The pastor or coordinator opens any specific activity (Sunday 10 AM Mass, Thursday's prayer team meeting, Saturday's adoration hour). The Activity Report tells them: coordinator estimated 320, kiosk + greeters + mobile logged 287 actual, the SRS for THAT specific activity averaged 7.4 with cantor flagged 6.4 (consistent with comment "music felt rushed"). This is operational visibility no parish CRM provides β€” most parishes still track Mass attendance in a paper notebook.

4The mentor crosses into the parish

Sarah Chen sees Anna's ORS trending up after a hard month and remembers Anna's grandmother passed. She opens the thread, drafts a thoughtful note, and attaches a mass intention from Anna's home parish (St. Joseph's). One click sends it. The mass intention is scheduled server-side, lands in Anna's mobile inbox, and St. Joseph's parish staff sees it appear in their queue with Sarah's note attached. The clinical and parish surfaces become one motion.

5The billing clinician sees revenue and outcomes side-by-side

Sarah β€” an LCSW billing through Mindspirit Connect β€” opens her Billing dashboard at month's end. $3,420 gross, $3,146 net, $1,580 hitting her account Thursday, $320 outstanding (one card declined that needs follow-up). Each session line item includes the ORS and SRS scores β€” clinical outcomes adjacent to billing means the clinician isn't choosing between "do good work" and "get paid for it" as separate concerns. Tax export button regenerates a 1099-ready CSV. This is the report counselors, coaches, and psychologists need to actually use the platform as their billing infrastructure.

6New parishioners are tracked through the welcome funnel

Maria the deacon (or whoever owns welcome) opens the Welcome Scorecard. She sees 24 new parishioners over the last 90 days, 19 personally contacted, 12 invited to a group, 8 active in a ministry. The Welcome Pulse instrument (4-item VAS at 7/30/90 days) tells her the lowest-scoring dimension is "Found connection" (6.4 / 10) β€” the invitation gap is the bottleneck, not the warmth of the parish. She filters to "no contact yet" and sees Emily Butler (42 days), Jasmine Kang (19 days Β· welcome email only), Thomas Murphy (8 days Β· nothing). Three personal phone calls and three group invitations later, those flags clear. The parish stops losing new members to silence.

7Small groups stop being a black box

The pastor opens Small Group Engagement. Nine groups, 142 total members, avg GSRS 8.1. Most groups healthy. Three flagged: Young Adults Bible Study (GSRS 6.8, dropping; lost 3 members; low invitation conversion β€” John needs help), Thursday Lectio Group (GSRS 5.9, lost 4 of 10 members; bleeding β€” rethink format), FOCUS at Holy Cross (cross-org, healthy at 8.4 β€” Anna's peer-led college group is a model). The pastor walks down to John's office on his way to lunch. Group engagement measurement is the missing layer in every other parish platform β€” the GSRS instrument already lives in the schema; this is the surface that makes it actionable.

β˜…The defensibility argument in one line

Mindspirit-the-clinical-platform and Presence+-the-parish-CRM each compete in saturated markets. The unified platform competes in a market with no other product. The Delegation Health table is the demo. The Activity Report with estimated-vs-actual is the demo. The mentor's mass intention attachment is the demo. The clinician's billing report with ORS/SRS inline is the demo. Each demo is invisible to any competitor because building it requires owning both surfaces.