What the numbers say about your business
These four metrics are calculated daily from your Airtable data. They exist to answer three questions: are discovery calls converting, are your products priced right, and can you afford to hire.
How many discovery calls actually result in paying customers?
57% of discovery calls resulted in a paying client across all channels.
Look at which channels are actually turning calls into clients. If one channel converts way better than the others, that's where your time is best spent.
How are the products performing over time?
Overall margin is 41% across all service packages. The owner originally estimated ~25%.
Check which services make you the most money after costs. If something's selling well but the margin is thin, that's a pricing conversation worth having.
Can the business afford to hire?
Monthly revenue is above the $8K threshold needed for hiring. Client LTV turned out to be 2.3x higher than originally estimated.
This shows what you're bringing in each month. The line marks what you'd need to consistently hit before a hire makes sense. Watch whether you're trending toward it or away from it.
How effective is the referral program?
Bonus34 referral codes used over 8 months, generating $21.6K in tracked revenue. This was previously invisible.
See how often referral codes are actually being used and what those clients end up spending. If referred clients are more valuable, it's worth asking whether you're doing enough to encourage referrals.