Executive summary
A quick view of what is happening and where to act.
Revenue$126.8k+14.2%
Margin31.4%+1.8 pts
New clients28+7
Goals82%3 of 5 on track
Revenue trend
Strongest growth in recurring services and corporate accounts.
Revenue mix
Services44%
Projects28%
Recurring28%
Sales
Sales performance by period and channel.
Sales$126.8k+14.2%
Pipeline$214k58 opportunities
Conversion36%+5 pts
Ticket$4.2kaverage
Monthly sales
Finance
Management metrics for monitoring the business.
Estimated EBITDA$39.8k31.4%
Operating expenses$67.4k53.1%
Available cash$48.2k38 days
A/R$22.7k7 invoices
Clients
Value, retention, satisfaction, and risk.
| Segment | Clients | Revenue | Retention | NPS |
|---|---|---|---|---|
| Corporate | 28 | $68.2k | 96% | 78 |
| SMB | 51 | $41.5k | 91% | 70 |
| Professionals | 37 | $17.1k | 88% | 65 |
Goals
Strategic goals with progress and ownership.
Quarterly revenue
84%
Target: $450kRetention
92%
Target: 90%New markets
60%
3 of 5 segments