Dashboard
Live MRR, client counts and churn — updates as you edit the roster.
MRR per Program/Tier
Active clients per Program/Tier
Revenue trend
monthly total (AUD)New vs lost clients
acquisition & churn per monthDetails
Customize dashboard
Pick which tiles to show. Click any tile to see its breakdown.
Clients
Live roster from the database. Everything is read-only except Status, which you can change inline.
| Name | Program/Tier | Revenue per Period | Cur | Start | Coach | Current Invoice | Xero Latest Invoice | Status |
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End client subscription
Sales
Client sales and their payment schedules, with GST breakdown.
| Client | Company | Program/Tier | Sale Type | Payment Plan | Service | Timing | Sale Date | Start | End | Cur | Payment | GST | Future Sched | Sched GST | Payment Setup | Payment Method | Summit | Description | Remarks |
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Summits
Client acquisition by event — cohort size, retention and revenue per Summit. Tag any payment with its Summit in the Payments tab.
Goals
Progress toward the Forecast targets for . New clients started this month, by tier.
Targets come from the sheet's Forecast tab. New-client wins are counted from clients whose start date falls in the current month. Add this month's sales in the Clients tab to watch these fill up.
Manage Users
Manage who can sign in and their access level. Your own account lives in My Profile.
| Name | Username | Role | Access | Created |
|---|
Audit Log
Recent activity across the system.
Activity
| Time | User | Action | Detail |
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My Profile
Your account details, profile picture and password.
Reports
Monthly revenue with month-over-month and year-over-year comparatives. Filter by date, program, type, company, summit, payment method and status.
By client
Click a client to see their transactionsBy Program/Tier
By company
By summit
By payment method
By Payment Setup
Monthly revenue
Transactions
Reload Xero data?
For the latest invoice statuses (Paid / Open / Delayed), we recommend reloading Xero data for the clients in this report before reviewing.
Xero data updated
End client subscription
Connections
Connect Xero to pull each client's latest invoice date and paid status.
Xero — app credentials
Create a Web app at developer.xero.com → My Apps, then paste its Client ID and Secret here. Register this exact OAuth 2.0 redirect URI in your Xero app:
—Xero — connection
Not connectedHow to set it up
- Go to developer.xero.com and sign in, then My Apps → New app.
- Choose Web app. For the OAuth 2.0 redirect URI, paste the URL shown above.
- After creating it, open Configuration → copy the Client ID and generate a Client Secret.
- Paste both into the form above and click Save credentials.
- Click Connect to Xero, approve access, and pick the organisation to link.
Trash
Deleted clients and sales. Restore anything removed by mistake.
Deleted clients
| Name | Tier | Deleted |
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Deleted sales
| Client | Program | Deleted |
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Deleted subscriptions
| Item | Category | Deleted |
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Start fresh
Permanently delete all Clients and all Sales from this tracker — as if they never existed. This does not touch your Xero data, your users, or the Subscription Tracker. This cannot be undone.
Tasks Tracker
Recurring bookkeeping checklist, SOP guides and account credentials. Daily / Weekly / Monthly items reset automatically each period; completions are archived in History.
Add task
Add credential
Subscription Tracker
Every SaaS & tool subscription, its average monthly cost, and whether to keep, monitor or cut it.
| Item | Category | Ave Monthly Cost | Status | Used For | Notes |
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