Tidy Team KPI Board

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Revenue vs expenses

Where the money went (selected period)

Monthly profit – last 12 months

Revenue by lead source (selected period)

Top clients (selected period)

Unpaid jobs (all time, oldest first)

Largest expenses (selected period)

Cleaner payouts (selected period)

Revenue = job price + tips − payment fees, by date of service. Expenses = everything except owner draws (Payroll-Lee, K-1 distributions), which are shown separately. Profit is before owner draws.