Campaigns Marketing This month
Requests 64
Cost per request $18
Budget used $1,150
Campaign Channel Requests Cost Status
Spring offer Google Ads 28 $16 Active
Open house Meta 21 $19 Active
April newsletter Email 15 $4 Sent
New request · Studio Lumen, via “Spring offer” just now
Automated flows Automation 212 runs this month
Action Create the client record
No reply after 3 days Follow up
Other flows
Payment reminder Active
Weekly report Active
Support reply Active
New hire onboarding Draft
Studio Lumen · quote sent automatically at 9:04
Invoice F-1042 Accounting
Client Studio Lumen
Amount $1,250.00
Source Spring offer
Sent Paid
09:12 Quote accepted Client portal
09:12 Invoice sent Automatic
14:40 Payment received and matched Transfer
14:41 Journal entry posted Automatic
14:41 Taxes and monthly report updated Automatic
Journal entry
Account Debit Credit
Bank 1,250.00 Sales 1,250.00
Revenue this month $38,420 $39,670
Reports Strategy April
Revenue $39,670
Cash $52,300
Margin 31%
Requests → clients 64 → 23
Revenue over 12 months
May Aug Nov Feb Apr
Where your clients come from
Spring offer 44%
Open house 33%
Newsletter 23%
“Spring offer” brings in the most clients: its budget could be raised.
Team Training
Team learning path
Tracking invoices Done · 6 min
Launching a campaign 60% · 9 min
Answering clients 30% · 7 min
Reading reports To do · 5 min
Support
Question about an invoice Resolved · 2 h
Client portal access Resolved · 35 min
New till to connect In progress
Thu 18 Workshop: reading reports 10:00 · 30 min · video call, with your team
Join