Revenue

Revenue

Financial overview & invoices

YTD Revenue

$45,000

+18% vs last year

YTD Profit

$28,800

67% margin

Pending

$8,450

2 invoices

Overdue

$3,250

1 invoice

Revenue Overview

Monthly collected vs. outstanding

Collected$34,070
Outstanding$17,530
66% collected

Client Breakdown

MT
Thompson Real Estate$9,120 / $15,200
Partial60%
SM
Mitchell & Co. Law Firm$6,200 / $12,400
Low50%
DO
Okafor Consulting$6,650 / $9,500
Partial70%
JR
Rodriguez Fitness Studio$6,800 / $6,800
Paid100%
TB
Bradley Auto Repair$4,500 / $4,500
Paid100%
LP
Park Photography$800 / $3,200
Critical25%

Revenue Overview

Monthly performance — 2026

$0k$6k$12k$18k$24kJanFebMarAprMayJunJulAugSepOctNovDec
Revenue$190,700
Expenses$64,100
Profit$126,600

Monthly Breakdown

MonthRevenueProfitMargin
Jan$8,200$5,100
62%
Feb$11,400$7,200
63%
Mar$9,800$6,000
61%
AprCurrent$15,600$10,500
67%
May$13,200$8,600
65%
Jun$17,800$11,900
67%
Jul$14,500$9,700
67%
Aug$19,200$13,000
68%
Sep$16,800$11,300
67%
Oct$21,400$14,300
67%
Nov$18,600$12,600
68%
Dec$24,200$16,400
68%

Invoices

InvoiceClientAmountStatus

WDV-2026-001

2026-04-01

Mitchell & Co. Law Firm

$4,250

Paid

WDV-2026-002

2026-03-15

Thompson Real Estate

$6,000

Paid

WDV-2026-003

2026-03-20

Okafor Consulting

$3,250

Paid

WDV-2026-004

2026-04-01

Rodriguez Fitness Studio

$400

Paid

WDV-2026-005

2026-04-20

Mitchell & Co. Law Firm

$4,250

Pending

WDV-2026-006

2026-04-25

Thompson Real Estate

$4,200

Pending

WDV-2026-007

2026-03-01

Bradley Auto Repair

$3,500

Paid

WDV-2026-008

2026-04-20

Okafor Consulting

$3,250

Overdue