Annual recurring
$38,400
▲ $4,200 vs last year
Active clients
14
+2 leads in pipeline
Domains managed
39
across 14 clients
Outstanding
$2,150
2 invoices unpaid
Needs attention 4 items
Invoice #1043 overdue — Driftwood Dental
$1,200 · 12 days past due
harborlawgroup.com renews soon
Auto-renew off · confirm with client
SSL expiring — meadowyoga.com
Renew certificate before lapse
Follow-up: Coastal Air HVAC
Quoted refresh — waiting on go-ahead
Upcoming renewals next 60 days
| Domain | Client | Renews |
|---|---|---|
| harborlawgroup.com | Harbor Law Group | Jun 09 |
| meadowyoga.com | Meadow Yoga | Jun 14 |
| driftwooddental.com | Driftwood Dental | Jun 22 |
| coastalairhvac.com | Coastal Air HVAC | Jul 02 |
| summitcpa.net | Summit CPA | Jul 19 |
Clients 14 active · view all
| Client | Status | Plan | Sites | Annual value | Next renewal |
|---|---|---|---|---|---|
| Summit CPA | Active | Partnership | 4 | $5,400 | Jul 19 |
| Harbor Law Group | Active | Partnership | 3 | $4,800 | Jun 09 |
| Granite Peak Outfitters | Active | Partnership | 4 | $4,200 | Oct 05 |
| Driftwood Dental | Active | Care Plan | 2 | $3,600 | Jun 22 |
| Wandering Pine Lodge | Active | Care Plan | 3 | $3,300 | Dec 01 |
| Northwind Realty | Active | Care Plan | 3 | $3,000 | Aug 21 |
| Ironwood Brewing | Active | Care Plan | 3 | $3,000 | Sep 12 |
Recent invoices view all
| # | Client | Amount | Status |
|---|---|---|---|
| 1043 | Driftwood Dental | $1,200 | Overdue |
| 1042 | Meadow Yoga | $950 | Sent |
| 1041 | Harbor Law Group | $2,400 | Paid |
| 1040 | Summit CPA | $1,800 | Paid |
| 1039 | Northwind Realty | $1,500 | Paid |
Profitability view all
| Client | Charged | Cost | Margin |
|---|---|---|---|
| Summit CPA | $5,400 | $840 | $4,560 |
| Harbor Law Group | $4,800 | $720 | $4,080 |
| Driftwood Dental | $3,600 | $540 | $3,060 |
| Northwind Realty | $3,000 | $480 | $2,520 |
Coastline Studio Client Tracker — demonstration build with fictional data.
Generated from a sample workbook the same way the real views are.
Generated from a sample workbook the same way the real views are.