Avg. deal size
vs $7,940 · Oct$8,420
84% of $10k
Notifications2 new
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Unread. Alex Reyes14:02
Uploaded Brand guidelines v3 for Atelier. Please check the type pages before the 15:00 review.
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Unread. Jon Reyes12:40
Moved Nova to At risk: the campaign go-live still waits for the client sign-off on the hero visuals.
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Ana Petit11:15
Added 12 photos from the Kiln product shoot to the Asset library.
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Sara Ortiz10:05
The Lume printer confirmed dielines for Tuesday noon. Bleed is 3 mm on all panels.
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Leo Park09:20
Orbit app UI is ready for review. The onboarding flow has two options to compare.
Sales & performance
Overview 2 · October 2026
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Net profit
Oct 2026 · latest$148,200↑ 27.8%
+$32,200 vs $116,000 previous month · best in range
- Revenue
- $244k
- Costs
- $96k
- Margin
- 60.6%
Oct · $148.2k
↑ 6.0%
Conversion
vs 6.4% · Oct7.6%
76% of 10%
New clients
vs 76 · Oct94
94% of 100
Expenses
vs $99,400 · Oct$96,400
61% of budget
Revenue vs expenses
2025 by month vs 2024
DECEMBER↑ 19.2% vs 2024
Revenue$62k
Expenses$36k
Profit$26k
Margin42%
- Best monthDecember · $62k
- Average margin39% · $18.1k avg profit
- Growth vs 2024↑ 18.6% · +$88k
Monthly goal
October · day 18 of 31
60%$48,250of $80,000Just on track
Today · $48.3k
WHAT IF THE PACE IS
Month-end forecast$83,097 · 104%Goal reached onOct 30
- $19.8kOct 1–7
- $19.3kOct 8–14
- $17.2kOct 15–21
- $18.8kOct 22–28
- $8.0kOct 29–31
Client sources
94 new clients · October
94↑ 23% vs Sep
- Referrals3638%↑ 4
- Website2426%↑ 2
- Social media2021%↑ 6
- Paid ads1415%↓ 1
Sales funnel
Lead to closed deal · last 90 days
7.6% win rate
1Leads
39%bench 35%
−754No reply
2Meetings44%bench 40%
−274Budget
3Proposals44%bench 40%
−118Competitor
4WonSTAGE 4 · WON94 clients
- WON VALUE
- $791k
- AVG. DEAL
- $8.42k
- FULL CYCLE
- 19 days
Top clients
Account health · this quarter
- AVG. HEALTH
- 76 / 100
- AT RISK
- 1 client
- ACTIONS DUE
- 6
- REVENUE
- $287k
CLIENTNEXT ACTIONOWNER
HEALTH BREAKDOWN
Engagement32Payments55Satisfaction58REVENUE · 6 MONTHS
5 active projects · At risk
Team workload
125h of 200h booked
UNASSIGNED · 4Pick a task
OliviaLead designer93%Brand refreshFullAlexProject manager78%Northwind portal9h freeLeoDeveloper65%Bluepeak app14h freeSaraStrategist48%Harbor strategy21h freeJonCopywriter30%Lumen campaign28h freeAvailableBusyFull75h team capacity left
Recent payments
Last 48 hours · 6 transactions
NET+$28,970
TODAYnet $17,250
- INVOICE
- INV-1039
- PROJECT
- Store redesign
- METHOD
- Bank transfer · due Oct 12
YESTERDAYnet $11,720
1 overdue invoice · $7,200 outstandingAll payments
Revenue by region
Asia Pacific · pinned
- REVENUE
- $68.1k16% of total
- GROWTH
- ↑ 31%+11 pt vs target
- AVG / CLIENT
- $4.5kabove avg
- MARGIN
- 44%healthy
REGIONCLIENTSREVENUEYOY VS TARGET
BY QUARTER
DETAILS
- Top client
- Bluepeak Labs
- Target growth
- 20%
- Q4 vs Q3
- ↑ 18%
Asia Pacific beats its 20% target by 11 pt — top client Bluepeak Labs.