Phoenix Consulting CRM

Do something

Create or update records here. Eligible shop orders are processed automatically; exceptions and refunds still need review.

Business at a glance

Answers: am I ahead of where I was a year ago? Every figure is the last 12 complete months compared with the 12 before them. Year-to-date compares the same completed months in each year.

Seasonality and trend

Answers: which months of the year actually earn, and is this year running ahead of last year? Left: one line per calendar year, this year in bold. Right: the rolling 12-month total through the last complete month.

Who to invite next

Answers: who should I reach out to this week? Built from enrollment and payment history. Review contact preferences and recent conversations before inviting anyone; a person may appear under more than one course. Names and emails load only for the owner account.

Repeat customers

Answers: how much of the business is people coming back, and how many have gone quiet? Lifetime value is EUR only.

Revenue by program

Answers: which programs carry the money? Only the attributed slice can be shown, and the callout says how big the unattributed remainder is.

Data trust & reconciliation

Answers: can I trust the numbers above, and is anything waiting on me?

Is the data flowing?

Order-intake freshness does not confirm invoice delivery or payment matching. Check Pennylane for those outcomes. The page refresh time is not the last successful order or invoice.

Waiting on you

Data quality backlog

Historic tidy-up on the maintainer's queue, not yours. None of it changes a revenue total; it changes how much of the revenue can be split by program.