Monthly Revenue
$71,667
-16.2% vs prev
Active Clients
4
Calls on Calendar
730
Close Rate
5.60%
Cash Collected
$71,667
CAC
$1,892
Revenue Trend (30d)
Revenue vs Target
Bank Balances
| Account | Balance |
|---|---|
| Schwab — Investor Checking ...862 | $62,098 |
| American Express — Platinum Card® | $0 |
| American Express — Business Gold Card | $0 |
| Chase — BUSINESS CARD | $14,514 |
| Chase — D. MCGUIRE | $14,514 |
| Chase — Sapphire Preferred | $40,537 |