Revenue & Expenses

Financial performance overview

Demo Data

MTD Revenue

$0

Prior Yr MTD: $0

YTD Revenue

$0

+0.0%vs prior YTD
Prior YTD: $0

YTD Expenses

$0

+0.0%vs prior YTD
Prior YTD: $0

YTD Net Profit

$0

Prior YTD: $0

Profit Margin

0.0%

+0.0%pts vs prior YTD
Prior YTD: 0.0%

Revenue Goal Tracker

$1.0M Goal

Month 5 of 12 — May 2026

May Revenue (MTD)Goal: $85K/mo
$0/ $85K
0% of goal$85K remaining
Year-to-Date RevenueThrough May
$0/ $339K
0% of goal$339K remaining
Annual GoalFull year target
$0/ $1.0M
0% of goal$1.0M remaining

Monthly Targets

Jan$76K
Feb$33K
Mar$56K
Apr$90K
May$85K
Jun$95K
Jul$140K
Aug$109K
Sep$73K
Oct$110K
Nov$68K
Dec$68K

Revenue vs Expenses

Monthly comparison

Profit Margin Trend

Monthly profit margin %

Income Streams

Revenue breakdown by service type

Connect CRM for service-line revenue

Link CoPilot CRM to see revenue by service type (window cleaning, pressure washing, etc.)

Cost Breakdown

Expenses by category (grouped)