How we're doing
1 Jun 2026 to 6 Nov 2026, by month. Compared with the 6 months before (1 Dec 2025 to 31 May 2026). 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).
Best channel
£35,950
Referral, won in this period
New leads
26
7 channels bringing them in
Marketing spend
£735
All linked to a channel
Clients with a known source
100%
32 of 32 clients and leads with deals. Add a source on deals to fill the gaps.
Revenue by channel
How each client first found you, against what they've signed and paid in this period. Click a channel to see the clients and costs.
- Deals won
- Money paid
Money paid, by channel
Each month's payments, split by how the client first found you
- Referral
- Networking and events
- Other
- Google search
- Everything else
Channel scorecard
Cost per client uses costs linked to a channel on the Costs page (Instantly and ad platforms are matched automatically). Lifetime value is everything those clients have ever paid.
| Channel | New leads | Won | Win rate | Value won | Paid | Spent | Cost per client | Avg lifetime value |
|---|---|---|---|---|---|---|---|---|
| Referral | 7 | 3 | 75% | £35,950 | £14,105 | – | – | £10,049 |
| Networking and events | 3 | 2 | 100% | £15,300 | £12,830 | £360 | £180 | £6,415 |
| Other | 3 | 1 | 100% | £9,800 | £4,900 | – | – | £4,900 |
| Google search | 4 | 1 | 50% | £6,500 | £1,170 | – | – | £7,865 |
| Outreach | 7 | 1 | 33% | £4,750 | £2,375 | £375 | £375 | £3,588 |
| Website (direct) | 1 | 0 | – | £0 | £0 | – | – | – |
| Partner | 1 | 0 | – | £0 | £0 | – | – | – |
Lead-to-client funnel
Website visits and enquiries in this period, then the deals opened in it and how far they got through your pipeline. The orange step loses the most.
- Website visitors92
- Visitors you could name9
- Enquiries0
Visitors are people who accepted cookies on your site (443 page views in all). Stage history is recorded as deals move, so older deals count from the stage they're at now.
What it says
Website visitors who enquired
0%
Deals opened that were won
29%
Biggest drop
Awaiting decision → Won: 42% stop here
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal