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Client Numbers

Monthly numbers across your clients.

Month

Attention queue

Clients who need a look based on this month's data

Client responses

Client replies to dashboard prompts will appear here

No responses yet. This inbox will populate when clients reply to prompts on their dashboard.

Client Leaderboard

Click any row for detail

Client	Cash	New biz	Clients signed	Ad spend	CAC	ROAS	Attended	Offer	Marketing	Selling	Delivering	Status	Sub?

Business

Cash collected and new revenue closed each month — straight from Stripe.

Month

Revenue still to collect · closed business not yet in the bank

£0

How is the run rate calculated? — show the per-client breakdown

Client	Deal value	Paid so far	Still to come

Cash collected by month

Actual money received each month

Revenue by client

Selected month

Client	Deal value	Paid so far	Left to pay	Status

Manage Clients

Roster, tiers, and program dates.

Name	Email	Tier	Start date	End date	Current month	Days remaining	Status	Actions

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Who are you?

Welcome back.

Submission received.

Client Numbers

Attention queue

Client responses

Client Leaderboard

Business

New this month

Cash collected by month

Revenue by client

Manage Clients

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Elite Coaching Academy

Who are you?

Welcome back.

Submission received.

Client Numbers

Attention queue

Client responses

Client Leaderboard

Business

New this month

Cash collected by month

Revenue by client

Manage Clients

Client

Cash collected, month over month

Confidence, month over month

ROAS, month over month

Recent notes (last 3 months)

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