Strategic Diagnostic Consulting
Manage your clients, partners, and track business growth
Monthly Revenue
$6,397
+15% from last month
Active Clients
3
+1 from last month
Pipeline Value
$3,496
+22% from last month
Partner Rating
4.8
+0.2 from last month
Recent Activity
Completed Systems Audit
Elite Fitness Studio - 2 hours ago
Discovery Call Scheduled
Sarah's Coaching Co. - Tomorrow 2:00 PM
Payment Received
Bloom Beauty Salon - $899 retainer
Current Clients
-
Discovery Call
Sarah's Coaching Co.
Systems Audit - $997
-
Roadmap Delivery
Elite Fitness Studio
Strategic Roadmap - $1,500
-
Retainer
Bloom Beauty Salon
Growth Partner - $899/mo
Client Pipeline
| Client | Stage | Service | Value | Date |
|---|---|---|---|---|
|
Sarah's Coaching Co.
sarah@coaching.com
|
Discovery Call | Systems Audit | $997 | 2025-06-20 |
|
Elite Fitness Studio
mike@elitefitness.com
|
Roadmap Delivery | Strategic Roadmap | $1,500 | 2025-06-15 |
|
Bloom Beauty Salon
lisa@bloom.com
|
Retainer | Growth Partner | $899 | 2025-06-01 |
Vetted Partner Network
| Partner | Rating | Commission | Projects | Response Time |
|---|---|---|---|---|
|
Alex Chen
Zapier Automation
|
15% | 12 | 4 hours | |
|
Maria Rodriguez
CRM Migration
|
20% | 8 | 2 hours | |
|
Tech Solutions LLC
Website Development
|
25% | 15 | 6 hours |
Revenue Breakdown
Service Fees
$3,500 (54%)
Referral Commissions
$1,500 (23%)
Retainers
$1,000 (15%)
Digital Products
$500 (8%)
This Month's Goals
Monthly Revenue Target
$6,397 / $6,500
98% Complete
New Clients
2 / 3
67% Complete
Partner Referrals
3 / 5
60% Complete