Good morning, Boss. ☀️
Here's your business at a glance · Last updated just now
Total Revenue
$284,600
Active Clients
48
Pipeline Value
$186,000
Profit Margin
38.2%
Revenue Overview · 2026
+12.4% YTD
Full report →
Revenue
Target
Activity Feed
View all
Invoice paid — Apex Studio
2 min ago
+$8,400
New client signed — Bloom Co.
34 min ago
$5,200
Proposal opened — Stride Media
1 hr ago
$12,000
Deal closed — Nova Brands
3 hr ago
+$6,800
Invoice overdue — Drift Agency
Yesterday
$3,200
Invoice paid — Velo Studio
Yesterday
+$4,100
Client Pipeline · 8 active deals · $186k total
Manage →
Lead
3 deals · $42k
Forge Creative12d
$14,000
Halo Group5d
$18,000
Ozone Labs2d
$10,000
Proposal
2 deals · $56k
Stride Media8d
$32,000
Peak Digital3d
$24,000
Negotiation
2 deals · $62k
Arc Systems15d
$38,000
Luma Health6d
$24,000
Closing
1 deal · $26k
Bloom Co.1d
$26,000
Annual Goals · 2026
On Track ✓
Annual Revenue
$284.6k / $400k
New Clients
34 / 50
Profit Margin
38.2% / 40%
Avg Deal Size
$5,200 / $6,000
Client Retention
94% / 95%
Top Clients · by revenue
View all 48 →
1
AP
Apex Studio
Branding & Strategy
$42,800+18%
2
NO
Nova Brands
Digital Marketing
$36,200+9%
3
LU
Luma Health
Content & SEO
$28,500+24%
4
AR
Arc Systems
Automation & Tech
$24,100-3%
5
VE
Velo Studio
Web & Design
$19,800+12%
Monthly Breakdown
Apr 2026
Invoiced
$64,200
↑ +8.4% vs Mar
Collected
$58,900
$5,300 outstanding
Expenses
$18,400
↓ -$2,100 vs Mar
Net Profit
$40,500
63.1% margin ↑
Revenue by Category
Strategy & Consulting
$24,800 38%
Done-For-You Services
$21,200 33%
Retainers
$12,400 19%
Digital Products
$5,800 9%
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