Monthly revenue
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Add your first month
No month logged yet
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Set a monthly revenue goal to measure pace against it.
Revenue goal
Not set
Set it in Revenue goals below
Progress to goal
—
Needs revenue and a goal
Monthly profit
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Enter profit for this month
Profit margin
—
Needs revenue and profit for one month
Revenue forecast
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Forecasting unlocks once a month of revenue is logged
Your record
Monthly financial entry
Start with one month of numbers
Revenue, profit, expenses, clients and cash — roughly five minutes. From the first month you'll see real margin and goal pace; from the second, trends and a forecast built only from your own history.
Revenue goals
What this month is measured against
Revenue
— / no goal set
Set this goal to track pace against it.
Profit
— / no goal set
Set this goal to track pace against it.
New clients
— / no goal set
Set this goal to track pace against it.
Average job value
— / no goal set
Set this goal to track pace against it.
Annual revenue goal
Not set
Weekly financial check-in
Week of Sep 28 – Oct 4
Two minutes each week keeps your forecast accurate between full monthly entries.
Trends
What your history shows
Trends appear after your second month
Charts here only ever plot months you logged. With no months on record there is no line to draw yet — add another month and revenue, profit, client and marketing trends open together.
Performance
Calculated KPIs
Revenue growth
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Add a second month to measure growth
Profit margin
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Enter profit for this month
Revenue per client
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Enter client counts to unlock
Revenue per team member
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Available once team size is on file
Client retention
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Needs two months of client counts
Recurring revenue
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Optional — track it if you sell retainers
Forecast
Where this year is heading
Forecasting not available yet
We never estimate without enough history. To open the forecast we need:
- At least one month of revenue
- Profit for your most recent month
- Your annual revenue goal
Brittney's Insights
What your numbers mean
Reading your financial record
Reading your numbers