OVERVIEW

Your business at a glance.

📋 WEEKLY NUMBERS
Edit any week at any time. Numbers roll up to your monthly totals automatically.
Week Leads Appts Set Rate Jobs Close Rate $ Booked Produced $
Set Rate = Appts ÷ Leads  ·  Close Rate = Jobs ÷ Appts
🚀 What if I improved my numbers? →
📊 YEAR-TO-DATE SUMMARY
Leads — YTD
0
Goal: 0
Appts — YTD
0
Goal: 0
Jobs — YTD
0
Goal: 0
$ Booked — YTD
$0
Goal: $0
% of Annual Goal
0%
YTD progress
📆 YEAR AT A GLANCE
Hit goal (95%+)
Close (80-94%)
Behind (<80%)
Not yet
🎯 GOAL VS ACTUAL — THIS MONTH
Set Rate
Target
0%
Actual
—
Enter weekly data to track
Close Rate
Target
0%
Actual
—
Enter weekly data to track
Revenue Booked
Monthly Target
$0
Actual
—
Enter weekly data to track
Backlog
$0
Booked but not yet produced
Annual Goal
$0
Revenue target
Monthly Goal
$0
Annual ÷ 12
Weekly Goal
$0
Annual ÷ 52
Net Income
$0
0% margin
Leads / Mo Needed
0
To hit annual goal
Set Rate
0
—
Close Rate
0
—
Avg Job Size
—
From actual closed jobs

COMPANY INFO

Your business baseline — captured at Session 1 and updated as you grow.

🏢 BASIC INFO
Climate & Market Settings

Select your climate — this adjusts the monthly revenue distribution in your Sales Plan to match your market's seasonal demand.

🌤 TEMPERATE
Seasonal business — strong spring/summer, slower fall/winter.
Best for: Northeast, Midwest, Pacific NW
☀️ WARM / YEAR-ROUND
More consistent demand — active year-round with mild seasonal shifts.
Best for: Florida, Texas, Southwest, California

TEAM & CAPACITY

Define your production team and management compensation structure.

👥 PAINTERS
Total Production Team
0
Est. capacity: $0/yr
💼 MANAGEMENT COMPENSATION

Enter either a % of revenue or a fixed annual amount per role — the other value calculates automatically based on your annual goal.

Total Management %
0%
Projected Annual Mgmt Cost
$0
Notes

GOALS & FUNNEL

Set your annual revenue goal and the target rates your coach recommends you work toward. These are your benchmarks — your actual rates are calculated live from your weekly entries.

🎯 REVENUE TARGET
?
Your total gross revenue target for the year. This is top-line revenue before any expenses.
$
?
The average dollar value of each completed job. Divide your revenue by your number of jobs to find yours. Raising AJS is one of the fastest ways to hit your goal with fewer jobs.
$
🎯 TARGET CONVERSION RATES

Set by your coach — these are the benchmarks you're working toward. Your actual rates update automatically from your weekly check-ins.

?
The % of leads who book and show up. Your coach will set a realistic target based on your market and follow-up speed. Industry average: 50–65%.
Coach-recommended target
?
The % of appointments that convert to signed jobs. Your coach will set a target based on your current performance. Strong painters close 40–55%.
Coach-recommended target
📊 CALCULATED GOALS
Monthly Revenue
$0
Leads Needed
0
Booked Appts
0
Closed Jobs
0

OVERHEAD EXPENSES

Monthly fixed and variable costs. These feed your P&L projection automatically.

💸 MONTHLY OVERHEAD
$0 / mo

Click any expense name to rename it. Hit + Add Line Item to create a custom category.

CategoryMonthly Amount
TOTAL MONTHLY OVERHEAD$0
💼 BUSINESS INVESTMENTS & BIG PURCHASES

Made a big purchase or business investment? Log it here. This helps explain the gap between projected net profit and what you actually see in the bank.

Examples: new truck, spray equipment, trailer, hiring costs, software setup, uniforms bulk order.

TOTAL INVESTMENTS THIS YEAR $0

MARKETING SPEND

Track where your marketing dollars are going and how it compares to your required spend.

📣 MARKETING BUDGET
?
What you invest in marketing as a % of your revenue goal. Recommended: 5–10%. Too low and your pipeline dries up. Too high without tracking ROI is a waste. Know your cost per lead.
% of annual revenue goal
📋 CHANNEL BREAKDOWN
TOTAL MONTHLY MARKETING $0

P&L PROJECTION

Full annual profit & loss. Adjust labor %, materials %, and overhead to see the impact.

📈 COST STRUCTURE
?
What you pay painters as a % of revenue. Healthy range is 28–38%. If this is too high, review your production rates and crew efficiency.
Typical range: 30–45%
?
Paint and supplies as a % of revenue. Typical range is 8–15%. Buying materials yourself (vs. having painters buy) gives you more control over this number.
Typical range: 10–18%
💰 ANNUAL P&L
TOTAL REVENUE
$0
Labor
0%
$0
Materials
0%
$0
Management
0%
$0
Overhead
0%
$0
Marketing
0%
$0
TOTAL EXPENSES
0%
$0
Business Investments
0%
$0
NET INCOME
0%
$0

GROWTH SIMULATOR

Adjust the sliders to model "what if" scenarios — see exactly what a 5% close rate improvement or $500 more per job is worth annually.

🎚 ADJUST VARIABLES
Annual Revenue Goal$0
Current:$0
Close Rate0%
Current:0%
Set Rate (Show Rate)0%
Current:0%
Average Job Size$0
Current:$0

📊 Monthly Funnel Impact

Monthly Revenue Goal
$0$0
Leads Needed / Mo
00
Booked Appts / Mo
00
Closed Jobs / Mo
00

💰 P&L Impact (Annual)

Annual Revenue
$0$0
Total Expenses
$0$0
Net Income
$0$0
Net Margin
0%0%

TIMELINE

Track your progress. Save snapshots at key milestones and compare where you started vs. where you are now.

Snapshots capture your current data with a timestamp
📸
No snapshots yet. Save your first snapshot to start tracking progress.