Good morning, Marco.
Customers needing attention
A
Acme Catering Co.
Owes you $5,200 — two invoices 60+ days late.
Health 24
M
Mercer Events
Owes you $3,200 — invoice 64 days late.
Health 31
N
Northwind Office Catering
Orders dropped 40% over the last two months.
Health 58
Your KPIs
Weekly Revenue
$11.8K
↑ 12% WoW
Monthly Profit
$5.8K
↑ 18% MoM
Cash Flow This Month
+$12K
From QB + Square
Outstanding Invoices
$8.4K
68 day avg DSO
Revenue Bridge · Last week → This week
Open →
$10,560 → $11,840 · waterfall of movement
Starting
Add
Pause
Lost
Ending
Revenue Trend · Trailing 12 Months
Open →
$48K/mo · ↑ 28% YoY
This year
Last year
Day-of-Week Performance
Open →
Average revenue by weekday · last 4 weeks
Friday & Saturday dinner = 50% of weekly revenue · Sunday is your weakest day
Item Mix Performance · Margin by item
Open →
Top 4 menu items · click any for details
Pesto pizza
64%
Margherita
58%
Pepperoni
55%
Caesar salad
45%
Pesto pizza is your best item at 64% margin but only 9% of orders — feature it more
Customer Growth · Trailing 12 Months
Open →
Net new customers per month
New customers
This month
Repeat Customer Cohort
Open →
% of customers who ordered again · click any cell
Wk 1
Wk 2
Mo 1
Mo 3
Mo 6
Mo 12
2025 Q2
100
68
52
42
38
34
2025 Q3
100
72
58
45
41
—
2025 Q4
100
78
62
48
—
—
2026 Q1
100
82
68
—
—
—
2026 Q2
100
85
—
—
—
—
Q2 2026 cohort returning faster — 85% Wk 2 vs 68% for Q2 2025