Coach toolClients & Revenue
The business. In numbers.
Who's paying, what's due, what each client is worth and who's leaving. Every change is saved as a new dated version.
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Revenue & retention.
Cash received by month last 12 months, payments logged
Churn by month ended ÷ active at month start
Revenue by method last 12 months
Clients by source all clients
Why clients left ended clients
MRR: monthly rate of every active monthly client, each weekly client's rate × 52 ÷ 12, plus each active upfront client's amount spread per month (amount ÷ (term weeks ÷ 4.345)). Paused clients are left out.
Churn (30 days): clients marked ended with an end date in the last 30 days ÷ clients on the books 30 days ago (started by then and not yet ended). Paused clients count as on the books.
LTV: everything a client has paid, from the payments log. Average LTV uses every client with at least one payment. Projected LTV = ARPC ÷ average monthly churn over the six months in the churn table.
Overdue: a monthly client whose payment day has passed with no payment logged from 10 days before it, or a weekly client whose payment weekday has passed with nothing logged from 3 days before to 6 days after it. Upfront blocks past their renewal date show as overdue under "Upfront blocks ending".