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).
Goals for November
20% of the month gone. Green is on pace, amber is behind.
| Person | Value won | New deals | Proposals sent | Calls and meetings | Emails 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 Morgan157
- Nick Lyons185
Activity over time
Everything above, added up per person
- 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