Dashboard

Good morning.

Financial snapshot for —.

—
Overall
CEO Performance Grade
CEO Care Score ● Outer i CEO Care Grade is driven by: Habit Consistency Score (50%) + Receipt Storage Completion % (50%). Log daily habits and confirm expense receipts to raise this score. —
Business Performance ● Inner i Business Performance Grade is driven by: Revenue vs. Income Goal % (70%) + Profit Margin trend (30%). Set a revenue goal and log income to raise this score. —
Habit Consistency i Completed habit check-ins ÷ total scheduled instances this month. Feeds 50% of your CEO Care Score. —
Receipt Coverage i Expenses with confirmed receipt storage ÷ total expenses. Feeds 50% of your CEO Care Score. Confirm receipts in the Receipt Vault. —
Revenue vs Goal i Current month revenue ÷ your active revenue goal target. Set a Revenue goal in Goals & Habits to activate this metric. —
Money In
$0.00
This month
Money Out
$0.00
This month
Actual Profit
$0.00
Income − Expenses
Tax Reserve
$0.00
Set aside at 25%
Receipt Readiness
100%
Receipts confirmed
Monthly Trend
Revenue vs. Expenses — last 6 months
Revenue
Expenses
Sales Channels
Revenue by source
Expense Breakdown
By category this month
Upcoming Renewals
Subscription overhead — sorted by due date
Manage →
↺
No subscriptions tracked yet.
★ Primary Focus
Revenue progress toward target
Manage →
No primary focus product set.
◎ Active Goals
Progress toward your targets
View All →
No goals yet. Add one →
◎ Daily Habit Matrix
Tap any day to log — synced with Goals & Habits page
Manage →
Quick Access
$
Money
Income & Expenses
◎
Goals
Track momentum
★
Wins
Celebrate progress
🎯
CEO Deep Dive
Guided strategy
▦
Reports
Analytics
⚙
Settings
Configure profile
Finance

Money

Income & expenses for —.

Log Income
Log Expense
Profit & Loss
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All Transactions
    This Month's Income
    0 entries
      Catalog

      Products

      Manage your products, track work hours, and crown your primary focus.

      Add Product
      Your Products
      Work Log
      Momentum

      Goals & Habits

      Track your goals and build daily momentum for —.

      ✦ Celebration & Streak Tracker
      Build your momentum, one day at a time.
      Start tracking habits to see your personalized streak data here.
      Monthly Consistency Score
      0%
      Completed check-ins ÷ scheduled instances — feeds your CEO Grade
      Add a Goal
      Active Goals
      Habit Tracker
      Business

      Marketing ROI

      Track paid and organic campaign performance for —.

      $0
      Total Spend
      $0
      Attributed Revenue
      0.0x
      ROAS
      0h
      Organic Hours
      $0/h
      Return on Time
      Paid Campaigns
      Log Organic Effort
      Organic Activities
      Business

      Commissions

      Track client projects, payments, and overdue invoices.

      $0
      Total Quoted
      $0
      Total Paid
      $0
      Outstanding
      0
      Overdue
      Log Client Project
      Client Ledger
      Business

      Subscriptions

      Audit your business overhead and eliminate waste.

      $0.00
      Projected Annual Spend
      Subscription Vault

      Every subscription is graded A–F based on usage and business impact. Eliminate your F-grades and reclaim that budget.

      Add Subscription
      Your Subscriptions
      Finance

      Tax Vault

      Plan your tax reserve and generate your CPA Handoff Report.

      ⚠️ Disclaimer: This tool helps you organize records and plan ahead. It does not provide tax, legal, or financial advice. Consult a qualified tax professional for personalized guidance.
      Tax Reserve Planner
      Reserve Rate: 25%
      CPA Handoff Report
      —
      Revenue by Sales Channel
      ChannelTransactionsTotal Revenue
      Expenses by Category
      CategoryTransactionsTotal Expenses
      Receipt Readiness Score
      0%
      Expenses with confirmed receipt storage
      $0.00
      Gross Revenue
      $0.00
      Total Expenses
      $0.00
      Net Profit
      $0.00
      Estimated Tax Reserve
      Finance

      Receipt Vault

      Track which expenses have confirmed receipt storage for —.

      0
      Total Expenses
      0
      Receipts Confirmed
      0
      Missing Confirmation
      0%
      Coverage Rate
      ⚠️ Missing Receipt Confirmation
      All Expenses This Month
        Momentum

        Wins

        Celebrate your victories — every win counts.

        ★ Log a Win
        Win Timeline
        Momentum

        Monthly Review

        Your month at a glance — —.

        ✦ Automated CEO Summary

        Loading your summary…

        Your Month at a Glance
        —
        Metric Previous Month This Month Change
        Four-Decision Engine
        Automated strategic recommendations based on your real data.
        Analytics

        Reports

        Comprehensive data exports and performance analysis.

        Product Performance Summary
        Total Hours Invested vs. Revenue Generated per Product
        ProductTypeStageHours InvestedRevenue GeneratedReturn on Time
        Subscription Efficiency Audit
        Sorted by A–F utility grade
        SubscriptionGradeMonthly CostAnnual CostUsageEssential?
        Marketing ROI Analysis
        Paid Advertising vs. Organic Effort
        Campaign / ActivityTypeDateSpend / HoursRevenue / LeadsROAS / ROT
        ✦ Guided Onboarding Strategy

        CEO Deep Dive

        Your step-by-step strategy hub. Learn what each module does, why it matters to your bottom line, and exactly how to use it — in plain language, no jargon.

        Module Tutorials
        01
        Money — Your Plain-Language P&L

        A Profit & Loss statement tells you if your business is actually making money. Most accounting software buries this in complexity. Your Money module makes it instant: every dollar in, every dollar out, and the number that actually matters — what's left.

        Log your first income transaction in Money
        Log your first expense transaction
        Review your Net Profit on the Home dashboard
        02
        Goals & Habits — Return on Time

        Return on Time (ROT) asks: for every hour you work, what do you earn? Goals & Habits helps you align your daily actions with your revenue targets. Set a monthly income goal, track the habits that drive it, and watch your ROT improve.

        Set a monthly revenue goal
        Create one daily revenue-driving habit
        Check in on your habit streak at end of week
        03
        Taxes — Your Tax Reserve Setup

        The #1 financial shock for new business owners is a surprise tax bill. The fix is simple: set aside a percentage of every dollar you earn before you spend it. Your Taxes module calculates your estimated quarterly liability in real time so you're never caught off guard.

        Set your default tax rate in Settings
        Open the Taxes module and review your estimate
        Set up a dedicated "Tax Reserve" savings account
        04
        Marketing ROI — Know What's Working

        Marketing ROI = (Revenue from Campaign − Campaign Cost) ÷ Campaign Cost × 100. If you're spending money on ads, boosted posts, or influencer partnerships, you need to know if they're paying off. This module makes that calculation automatic.

        Log your first marketing campaign spend
        Track revenue attributed to that campaign
        Review your ROI % and decide whether to scale
        05
        Wins — The Momentum Multiplier

        Research consistently shows that tracking progress — even small wins — is the single most powerful driver of motivation and performance. Your Win Board is not a vanity feature. It is a strategic tool for sustaining momentum through the hard months.

        Log your first win (any size counts)
        Make it a weekly habit to log at least one win
        Review your wins during Monthly Review
        06
        Monthly Review — The CEO Ritual

        The most successful business owners treat the last day of every month as a board meeting with themselves. Review your numbers, celebrate your wins, identify what didn't work, and set your top three priorities for next month. This ritual is the difference between reacting and leading.

        Schedule your first Monthly Review (last day of month)
        Complete your first Monthly Review in-app
        Set 3 priorities for next month
        ✦ Plain-Language Finance Glossary
        Profit & Loss (P&L)
        A summary of your revenue and expenses over a period. If revenue exceeds expenses, you have a profit. Simple as that.
        Profit = Revenue − Expenses
        Gross Revenue
        The total amount of money your business brought in before subtracting any costs. Your top-line number.
        All sales + all income sources
        Net Profit
        What you actually keep after all expenses are paid. This is the number that matters most for your financial health.
        Net Profit = Revenue − All Expenses
        Profit Margin
        The percentage of revenue that becomes profit. A 30% margin means you keep $0.30 of every dollar earned.
        (Net Profit ÷ Revenue) × 100
        Return on Time (ROT)
        How much you earn per hour worked. Helps you identify which products, clients, or channels are most worth your time.
        Revenue ÷ Hours Worked
        Marketing ROI
        The return generated from your marketing spend. A positive ROI means your marketing is paying off.
        ((Revenue − Cost) ÷ Cost) × 100
        Tax Reserve
        Money set aside from every payment to cover your tax bill. Typically 25–30% of net profit for self-employed individuals.
        Net Profit × Tax Rate %
        Cash Flow
        The movement of money in and out of your business. Positive cash flow means more money is coming in than going out.
        Cash In − Cash Out = Net Cash Flow
        Configuration

        Settings

        Customize your Command Center to fit your business.

        Business Profile
        Your business identity. Personalizes your dashboard and reports.
        Displayed in your dashboard header and reports.
        Unsaved changes
        Preferences
        Financial defaults applied across all modules.
        Used for all monetary displays.
        Override symbol if needed.
        Used for tax estimates.
        Unsaved changes
        Income Source / Sales Channels
        Define your income sources and sales channels. Changes here instantly update the Source dropdown when logging income.
        Press Enter or click Add. Click × to remove.
        Common Channels
        Unsaved changes
        Expense Categories
        Customize your expense categories.
        Press Enter or click Add. Click × to remove.
        Common Categories
        Unsaved changes
        Full Data Backup
        Download a complete backup of all your Money + Momentum data as a timestamped JSON file.
        All data is stored in your browser's localStorage. Export regularly to back up your records.
        CSV Importer
        Import transactions from Etsy, Shopify, or any CSV export. Map your columns to app fields before merging.
        ⇧
        Drop your CSV file here

        Or click to browse. Supports .csv files from Etsy, Shopify, PayPal, and custom exports.

        Data Management
        Danger zone — irreversible actions.
        ✦
        🚀 Future Scale Hub

        Coming Soon.

        Advanced integrations — payment gateways, multi-currency conversion, and team access — are being crafted for the next phase of your Command Center.

        ✦ Activating Soon
        🚀 Future Scale Hooks
        Infrastructure stubs for upcoming integrations. These fields are inactive placeholders — they prepare the data architecture for future activation without requiring any action now.
        Payment Gateway Sync
        ⏳ Coming Soon…
        Multi-Currency Conversion
        ⏳ Coming Soon…
        Team & Assistant Access
        ⏳ Coming Soon…