OVERVIEW

Your business at a glance — all numbers update in real time as you fill in your data.

🎯 THIS WEEK'S FOCUS
Enter your goals and this month's actuals to get personalized coaching prompts.
Annual Goal
$0
Revenue target
Monthly Goal
$0
Annual ÷ 12
Weekly Goal
$0
Annual ÷ 52
Net Income
$0
0% margin
Leads / Mo
0
Required to hit goal
Booked Appts / Mo
0
At 0% set rate
Closed Jobs / Mo
0
At 0% close rate
Avg Job Size
$0
Per project
📉 MONTHLY SALES FUNNEL
Leads Generated
Total contacts / inquiries
0
▼ Set Rate 0%
Booked Appointments
Confirmed in-home visits
0
▼ Close Rate 0%
Closed Jobs
Signed projects
0
▼ Avg Job Size $0
Monthly Revenue
Projected from funnel
$0

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
Current Revenue Baseline
What you're averaging right now
Revenue minus direct job cost

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 revenue target and define your conversion rates — the funnel calculates backwards.

🎯 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.
📉 CONVERSION RATES
?
The % of leads who actually show up to their booked appointment. Industry average is 50–65%. Speed to follow-up is the #1 driver — call leads within 5 minutes.
% of leads who book & show
?
The % of in-home appointments that result in a signed job. Strong painters close 40–55%. If yours is below 35%, the issue is usually in your presentation, pricing, or objection handling.
% of appts you close
📊 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

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
NET INCOME
0%
$0

HYPOTHETICAL LAB

Adjust the sliders to model "what if" scenarios. See how changing one number moves everything else.

🎚 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.

MONTHLY SALES PLAN

Track your actual performance against your monthly plan. Enter actuals each month — everything else calculates automatically.

Climate:
White cells = enter your actuals. Colored cells = auto-calculated plan.
Month Days LEADS APPOINTMENTS JOBS CLOSED $ BOOKED YTD $ BOOKED
Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual
📊 YEAR-TO-DATE SUMMARY
Leads — Actual
0
Goal: 0
Appts — Actual
0
Goal: 0
Jobs — Actual
0
Goal: 0
$ Booked — Actual
$0
Goal: $0
% of Annual Goal
0%
Year-to-date progress

PRODUCTION PLAN

Track dollars actually produced (completed & collected) each month against your monthly target. Different from your sales plan — this is what's done, not just sold.

Climate:
Enter actual dollars produced each month. Plan auto-calculates from your annual goal.
Month Working
Days		 $ PRODUCED % OF GOAL
Monthly
Plan		 Monthly
Actual		 YTD
Plan		 YTD
Actual		 Monthly
Plan		 Monthly
Actual		 YTD
Plan		 YTD
Actual
💰 DOLLARS PRODUCED — SUMMARY
YTD Actual
$0
Total produced this year
YTD Plan
$0
Target through this month
Difference
$0
vs plan
% of Annual Goal
0%
Goal: $0