Phoenix Consulting CRM

Do something

The four manual actions this business ever needs. Everything else happens automatically.

Business at a glance

Answers: am I ahead of where I was a year ago? Every figure is the last 12 months compared with the 12 months before it.

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, which removes seasonality and shows direction.

Who to invite next

Answers: who should I reach out to this week? Built from enrollment and payment history. 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?

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.