Good morning, James.

Month-to-date through May 13, 2026.

Revenue (MTD)+8.4%
$25,800
vs May 2025 pace ($23,800)
New Leads (MTD)+14.3%
8
7 this time last May
Conversion RateAs of today
19.5%
19 / 97 leads converted · trailing 90 days
Active ClientsAs of today
52
4 new · 2 paused this month

Revenue trend

May 2026 in progress · vs May 2025

20262025

Lead sources

May 1–13, 2026

  • Referral4
  • Direct2
  • Organic1
  • Social1

Recent activity

May 1–13, 2026

  • Maple Street Dental

    Signed contract · $14,400/yr

    9m ago

  • Quinn Architecture

    Submitted inquiry form

    1h ago

  • Summit Roofing Co.

    Invoice paid · $2,800

    4h ago

  • Brightline HR Solutions

    Monthly retainer paid · $2,800

    May 12

  • Cedar Falls Pediatrics

    Demo scheduled · Thu 11am

    May 11

Top clients

By revenue · May 1–13, 2026

  • 1

    Pinecrest Pharmacy

    Monthly retainer

    $3,200
  • 2

    Summit Roofing Co.

    Project milestone

    $2,800
  • 3

    Brightline HR Solutions

    Monthly retainer

    $2,800
  • 4

    Maple Street Dental

    Onboarding

    $2,400
  • 5

    Cedar Falls Pediatrics

    Monthly retainer

    $1,900