Phoenix Consulting CRM
Do something
The four manual actions this business ever needs. Everything else happens automatically.
Data trust & reconciliation
Read this first. It tells you whether to trust the numbers below.
Revenue by currency
Each currency stands alone. Totals are never blended (one INR order alone is ~₹109k, which would wreck any combined figure).
Revenue over time
Gross vs net by month. Select a currency.
Refunds over time
Customer refunds only. VAT-correction adjustments are excluded so they do not read as customer refunds.
Payment channels
Where the money comes in, by channel and currency.
Average order value over time
Average and median per month. Select a currency.
Repeat customers & re-engagement
Where the next euro comes from. Lifetime value is EUR only.
Revenue by program
People
Sessions
Tap a card to move it along its lifecycle or edit it.
Enrollments
Payments
The reconciliation surface: filter a month, walk the rows, click out to the source system. Pipeline rows are read-only by design.