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Business Tools
Recurring clients, payroll, one-time earnings, and how much new business you need to close this month.
Client top-ups, platform spend, and moving budget between Google, Meta and TikTok.
Track each sales agent's monthly numbers, targets, and commission.
Business Overview
| Recurring Income | One-time | Expenses | Profit / (Loss) | Profit Goal |
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Ads Budget
| Client | Platform | Remaining | Funds Left |
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| Date | Transfer | Amount | Note |
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| Date | Type | Platform | Invoice | Amount | Funds Added / Card Charge | Company | Note |
|---|
Sales Team
| Rank | Agent | Sales | Target | Progress | Commission Earned |
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| Month | Total Team Sales |
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| Date | Client | Invoice | Amount | Company | Description | Note |
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