Sales Target Tracker

Recurring clients, payroll, one-time earnings, and how much new business you need to close this month.

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Ads Budget Tracker

Client top-ups, platform spend, and moving budget between Google, Meta and TikTok.

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Business Overview

Sales Target Tracker

How much new business needs to close this month, for your BD.

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Monthly Tally — Both Companies Combined

Combined recurring incomeRM 0

Combined one-time earnings this monthRM 0

Combined recurring expensesRM 0

Current profit / (loss)RM 0

Combined profit goal (sum of both companies)RM 0

New sales needed this month RM 0

Combined figures are a live sum of both company tabs — edit clients, payroll, one-time earnings or goals in either tab and this updates for both of you automatically.

By Company

Side-by-side breakdown of where the combined numbers come from.

	Recurring Income	One-time	Expenses	Profit / (Loss)	Profit Goal

Ads Budget

Ads Budget Tracker

Track client top-ups, platform spend, and moving budget between Google, Meta and TikTok.

Status

Primary Company

General Notes

SB Balance

RM 0

PVE Balance

RM 0

Total Topped Up

RM 0

Total Ad Cost (Invoiced)

RM 0

Total Paid (Card Charges)

RM 0

Total Budget Balance

RM 0

Add Client Top-Up

What the client paid you this month, sent straight to a platform.

Date

Top-Up Amount (RM)

Invoice Number

IV26-

Send To

Company

Note

Move Budget

Shift budget between platforms — e.g. pull some from TikTok into Google.

Date

From

To

Amount (RM)

Note

Move Between Companies

Bring forward this client's leftover budget when their relationship transfers from one company to the other — e.g. SB to PVE.

Date

From

To

Amount (RM)

Note

Add Funds to Platform (Meta / TikTok)

Money actually deposited into that platform's ad wallet — separate from Allocated, which is just your plan.

Date

Platform

Funds Added (RM)

Company

Note

Record Platform Spend

Invoice Amount is the actual ad cost — this reduces the balance.

Date

Platform

Invoice Amount (RM)

Invoice Number

Card Charged Amount (RM)

Company

Note

Company Transfer Log

Just the company-to-company moves for this client, for easy auditing.

Date	Transfer	Amount	Note

History

Every top-up, move, funds added, and spend for this client, most recent first.

From

To

Search note / invoice

Date	Type	Platform	Invoice	Amount	Funds Added	Company	Note

Data is stored live in Firebase and shared between everyone who signs in. Just type digits in date fields (e.g. 30042026) — it auto-formats to DD.MM.YYYY as you type.

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