Revenue Overview

Cycle-based revenue, collection status, and what's due next across active clients.

💡 Pulled live from Client Profiles. Payment status (paid/pending/overdue) reflects whatever's set on each client's profile — set it there to keep these numbers accurate. "Profit" needs staff pay rates filled in on Staff Profiles to calculate.

Revenue this cycle

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Profit this cycle

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Revenue minus staff pay

Collected

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Outstanding

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Active clients

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Plan value by client

This cycle's billed amount per client

Revenue by client

Sorted by amount

Client	Plan	Status	Due

Upcoming payments

Next 4 due