Transactions (trailing 60 days)
| Date | Name | Amount | Frequency | Linked Expense | Status |
|---|---|---|---|---|---|
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Expenses Reconciliation (expected vs actual, monthlyized)
| Expense | Category | Freq | Amount | Expected /mo | Actual /mo | Diff | Linked |
|---|---|---|---|---|---|---|---|
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Income by Category (active clients)
By Plan Tier
| Plan | # | Gross | Net After Proc | Avg/Client | % Gross |
|---|---|---|---|---|---|
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By Industry 🤖 = auto-categorized
| Industry | # | Gross | Net Income | % Gross |
|---|---|---|---|---|
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Client Profit Margins (per-client costs recomputed from raw fields)
Stripe = Plan × 2.9% if enabled · Webflow = $29 if enabled · Jumper = $299 × locations · Yext = $30 × Yext Running · Firefly from CRM · Shared OH allocated from linked Expenses rows.
Sort: Net Income asc. Red = negative. Yellow = margin <20%. Green = margin ≥50%.
| Client | Plan | Industry | Plan $ | Stripe | Webflow | Jumper | Yext | Firefly | Shared OH | Net Income | Margin |
|---|---|---|---|---|---|---|---|---|---|---|---|
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