Get the data to power great decisions 📊
Analyze reporting
Set goals, stay clear on your progress toward achieving them, and grow your business with intention.
Track your success
Making the most of your revenue starts with understanding it. See exactly how your money moves and where you can grow.
Compare month-to-month growth
Monitor profit margins
View payment histories
Identify revenue patterns
Hit your targets
In order to grow your business, you need measurable targets to aim for. Set goals and keep your progress always in view.
Set income goals
Track milestone progress
Forecast future revenue
Celebrate achievements
Project clarity
Each successful client project paves the way for the next. Make sure you know where every project stands—without creating extra work.
Monitor lead conversion
Track project status
View pipeline health
Measure client success
“Once I started using the online invoicing/payment feature + payment plans (instead of separately and externally via xero), it sped up my process so much!”
Nicole Macdonald
Design
“The fact that each step that happens behind the scenes is amazing. Everything is completely automated through workflows so I don’t have to do too much manual work. It makes running a business actually feel manageable.”
Danielle McGinnis
Online Business Management/Operations
Make every business decision count
Stop hoping for success—start tracking it. Get the insights you need to turn your revenue goals into reasons to celebrate.