How we're doing

1 Dec 2025 to 6 Nov 2026, by month. Compared with the 12 months before (1 Dec 2024 to 30 Nov 2025). Click any bar to see what's behind it.
How the business is doing, in charts. Choose a tab for the question you're asking.How it works
  • Money: what you invoiced, what came in, profit after costs, and who still owes you.
  • Sales: deals won, what's likely to close, win rate and outreach.
  • Channels: how clients found you, and what each route has earned. Clients: client health and recurring care plan income.
  • Delivery: team capacity, hours, partner spend and client site traffic. Team: who's been doing what.
  • Everything is worked out from what's already in the Studio, so there's nothing to fill in here. Pick a date range on the right; most charts compare it with the period before (the dashed line).
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to

Goals for November

20% of the month gone. Green is on pace, amber is behind.

PersonValue wonNew dealsProposals sentCalls and meetingsEmails sent
Whole team
£6,500of £20,000
3of 8
4of 6
7of 12
11of 40
Sonny Morgan
£0
1
1
2
6of 40
Nick Lyons
£6,500
2of 8
3
5of 12
5

Activity by person

In this period: emails, calls and meetings, proposals and notes

  • Emails
  • Calls and meetings
  • Proposals
  • Notes
  • Sonny Morgan160
  • Nick Lyons188

Activity over time

Everything above, added up per person

  • Sonny Morgan
  • Nick Lyons

Set monthly goals

Leave a box empty for no goal. If the whole team has no goal of its own, it adds up everyone's.

PersonValue won (£)New dealsProposals sentCalls and meetingsEmails sent
Whole team
Sonny Morgan
Nick Lyons
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal