Owner's View — Health · Forecast · Working Capital · Hiring
⚠️ Alerts — What Needs Attention Right Now
Pulls from every tab. Red = act now, Yellow = monitor, Green = wins worth celebrating.
Strategic Bets — Progress Snapshot
Are the 6 big ideas coming to life? Click "Strategic Goals" tab for details.
Quarterly Performance — All Quarters at a Glance
Trend view. Use the Period selector at top right to switch active period.
Monthly Revenue: Target vs Actual
Cumulative Revenue Path to $10M
Quarterly Load Goals — 2026
Operational throughput targets per quarter. Q3 is the peak.
Customer Acquisition Tracker
Headline KPIs Period
Switches the 4 KPI cards. Per-employee detail and rollups stay Q1 2026.
Monthly Cost — Q1 2026 vs Q1 2025
Compensation by Pay Type — 2025 vs Q1 2026
Team Roll-Up — Q1 2026 Comp vs Prior Year
Per-Employee Detail — Sorted by Q1 2026 Cost
Each card shows monthly Q1 vs prior-year same month
🟢 Green border = revenue generator (earns commissions). Cards ordered by total Q1 2026 cost.
Headline KPIs Period
Switches the 8 KPI cards. Deeper panels (P&L, customers, carriers, etc.) stay Q1 2026.
Top 5 Expense Increases — Q1 2026 vs Q1 2025
The line items where spending grew the most. Worth a look before they become recurring.
2025 vs 2026 — Apples to Apples
Comparing the same time periods year-over-year
A/R Aging — Who Owes You
As of Mar 31, 2026. Pre-2025 entries excluded.
A/P Aging — Who You Owe
As of Mar 31, 2026. Pre-2025 entries excluded.
Profit & Loss — Q1 2026 vs Q1 2025
Top Expenses — Q1 2026 vs Q1 2025
Balance Sheet — Mar 31, 2026
Bank Balance — End of Month · Q1 2025 vs Q1 2026
Credit Card Spend (5162) · Q1 2025 vs Q1 2026