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Report Period
Key Metrics
Active Customers
on the books
Invoices This Period
Invoice Value
Overdue Accounts
customers with balances
Gross Profit
Revenue minus cost of sales
Operating Profit
Gross profit less VAT, ops & payroll
Net Profit
Operating profit less 28% income tax
MRR
Monthly Recurring Revenue
Once-off Purchases
Invoice Value − MRR period total
Avg Revenue per Client
Revenue ÷ active clients
Hiring Metrics
Revenue per Employee
Total revenue ÷ active headcount
Apply a date range to calculate
Hire Signal
Awaiting data
Hire when: utilisation >75% consistently,
committed revenue covers the hire cost,
and you have 3+ months cash buffer.
Gross Profit Margin
Target: >30%
Labour Cost % of Revenue
Target: 30–45% (IT services)
Annualised Revenue Run Rate
Based on selected period
Utilisation Rate
—%
Target: >75% to justify hiring
0%Adjust manually100%
Customer Insights
Billing Frequency
Customer segments — last 12 months of activity
Invoice Trend
Last 14 days
Customer Invoice List
Apply a date range to compare customer invoicing periods
Aged Debtors
Overdue Customers
Outstanding balances across all aging periods
COS Expenses
COS Expenses
Cost of sales purchases & bill payments
Payroll
Payroll Expenses
Wages, PAYE/UIF, benefits & management compensation
Operational Expenses
Operational Expenses