Dashboard

Executive overview · June 2026 · all accounts

Revenue MTD
$15,500
↑ 13% MoM
Net Profit
$4,905
↑ 21% MoM
Total Costs
$10,595
31.6% margin
Active Clients
9
1 losing
Open Proposals
7
1 negotiating
Overdue Tasks
2
0 follow-ups
Revenue vs Cost vs Profit (6 mo)
Profit by Client
Best Account by Profit
Sara Khan · $1,810/mo
Worst Client by Margin
ContentBridge · -8.6%
Top Clients by ProfitView all
ClientOperatorRevenueNet ProfitMargin
TechFlow Inc
UPWORK
Ali Raza$3,200$1,10434.5%
SwiftCart
ORGANIC
Omar Farooq$1,000$1,000100.0%
DesignHub
UPWORK
Sara Khan$2,400$82834.5%
NovaHealth
LINKEDIN
Sara Khan$2,000$72036.0%
MarketCo
ORGANIC
Ali Raza$1,800$55630.9%
BrightLedger
REFERRAL
Omar Farooq$1,400$36826.3%
Needs Attention6
ContentBridge losing money-8.6% margin · review or offboard
ContentBridge: overdue taskBlog post batch (4 articles) · due 2026-06-20
ContentBridge: overdue taskSEO audit report · due 2026-06-21
EduPath low margin16.4% · watch costs
RetailMax low margin12.0% · watch costs
SwiftCart missing cost dataprofit unreliable until costs entered