Dashboard
From To
Total Revenue
$0
This month
— vs last month
Total Ad Spend
$0
This month
— vs last month
Signed Clients
0
This month
— vs last month
Net Profit
$0
Revenue minus ad spend
— ROAS
Revenue vs Ad Spend
Monthly comparison
Client Sources
How clients found you
Recent Clients
NamePackageValueSourceDateStatus
No clients yet — click "+ Add Entry" to get started.
All Clients
NamePackageValueSourceDate SignedStatus
No clients yet.
Ad Spend Tracker
PlatformCampaignAmountMonthNotes
No ad spend entries yet.
Revenue Log
DescriptionCategoryAmountMonthNotes
No revenue entries yet.

Welcome to the Finance Dashboard

Adding a signed client

Click + Add Entry (top right) or + Add Client in the Clients tab. Fill in their name, package type, deal value, how they found you (source), and the date signed. Hit Save — it appears instantly on the dashboard.

Logging ad spend

Go to the Ad Spend tab and click + Add Ad Spend. Select the platform (Facebook, Instagram, Google, etc.), enter the campaign name, amount spent, and the month. The dashboard totals it automatically.

💡 Log ad spend weekly or monthly — the more consistent you are, the more accurate your ROAS (return on ad spend) calculation will be.

Logging revenue

Go to the Revenue tab. You can add entries for coaching packages, course sales, Skool memberships, or any other income. Each entry links to a month so the chart stays accurate.

Editing or deleting any entry

Hover over any row in any table — an Edit button appears on the right. Click it to modify the details inline. To delete, open the edit modal and click Delete.

Understanding the KPI cards

The four cards at the top auto-calculate from your entries: Revenue (total this month), Ad Spend (total this month), Signed Clients (count this month), and Net Profit (revenue minus ad spend). ROAS = revenue ÷ ad spend.

📌 All data is saved in your browser — no login, no server. It stays here as long as you don't clear your browser cache. For a shared version accessible across devices, ask your team to set up the Supabase-connected version.

QuickBooks integration tip

This dashboard is a live view layer — it won't replace QuickBooks but it gives David an instant snapshot without logging in. The best workflow is: use this for daily visibility, and export the CSV from QuickBooks monthly to reconcile. If you want to pull QuickBooks data automatically, connect via Make (formerly Integromat) — it has a native QuickBooks connector that can push revenue and expense data to a shared Google Sheet, which you can then reference here.