Test KPI Dashboard — Sourced CRM

Top-Line Performance May 2026

Gross Revenue

$25,850 25.9% of goal

Goal: $100,000 / month

Cost of Business

$11,150

43.1% of gross revenue

Net Revenue

$14,700 21% of goal

Goal: $70,000 / month

Net Margin

56.87% -13.1 pp

Goal: 70%

Deals Locked

3

Goal: 5 / month

Deals Closed

2

Goal: 4 / month

Avg Revenue / Deal

$12,925

Goal: $15,000

Win Rate

66.7% -13.3 pp

Goal: 80%

Contract → Close Days

34 31 below ceiling

Goal: <65 days

Cash Conversion Cycle

37 days 53 below ceiling

Goal: <90 days

Cost Per Deal Closed

$5,575

Marketing CPL: $290

Assigned Rate

100%

All locked deals assigned

Monthly Scorecard Jan – Dec 2026

KPI	Goal/Mo	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	YTD	YR/Goal
Acquisition Funnel
Total Leads	800	620	705	680	740	762	—	—	—	—	—	—	—	3,507	43.8%
Total Prospects	120	78	95	88	104	112	—	—	—	—	—	—	—	477	39.8%
Offers Made	40	22	28	25	32	36	—	—	—	—	—	—	—	143	35.8%
Contracts Sent	10	4	5	4	6	7	—	—	—	—	—	—	—	26	26.0%
Contracts Locked	5	2	3	2	4	3	—	—	—	—	—	—	—	14	23.3%
Dispo Totals
Deals Closed	4	1	2	1	3	2	—	—	—	—	—	—	—	9	18.8%
Contract → Close (days)	<65	48	52	61	39	34	—	—	—	—	—	—	—	47	Met
Cash Conv. Cycle (days)	<90	55	61	72	44	37	—	—	—	—	—	—	—	54	Met
Assigned %	100%	100%	100%	100%	100%	100%	—	—	—	—	—	—	—	100%	Met
Win Rate	80%	50%	66%	50%	75%	66.7%	—	—	—	—	—	—	—	64.3%	−15.7 pp
Business Summary
Gross Revenue	$100,000	$12,200	$22,500	$11,400	$35,700	$25,850	—	—	—	—	—	—	—	$107,650	21.5%
Operating Expenses	—	$7,800	$9,200	$8,100	$13,500	$11,150	—	—	—	—	—	—	—	$49,750	—
Net Income	$70,000	$4,400	$13,300	$3,300	$22,200	$14,700	—	—	—	—	—	—	—	$57,900	16.5%
Net Margin	70%	36.1%	59.1%	28.9%	62.2%	56.87%	—	—	—	—	—	—	—	53.8%	−16.2 pp
EAT (after tax)	$54,183	$3,406	$10,295	$2,555	$17,183	$11,378	—	—	—	—	—	—	—	$44,817	6.9%

Pipeline Funnel May 2026

Acquisition → Close (May)

Closed Deals

Address	COE	CTC	Gross	Adj.	Deal Rev	Acq Rep
2819 Highview Dr, Henderson NV	5/9	32	$14,500	$1,200	$13,300	Janier
4724 Crest Ave SE, Mesa AZ	5/22	41	$11,350	$800	$10,550	Spencer
May Totals	—	36.5 avg	$25,850	$2,000	$23,850	—

Marketing Channels — Weekly Performance

Outbound SMS

48,250

Delivered

42,108

Responses

684

Leads

189

Prospects

42

Deals Closed

1

Spend (Month)

$900

CPL

$4.76

ROI

+1,072%

Impressions

128,400

Clicks

2,184

Conversions

88

Leads

62

Prospects

21

Deals Closed

1

Ad Spend

$4,820

CPL

$77.74

CPC

$2.21

Conversions

52

Prospects

14

Deals Locked

1

Deals Closed

0

Revenue

$0

Spend

$2,600

Cost / Conv.

$50.00

ROI

−100%

Conv. → Lock

1.9%

Dials

14,820

Connections

2,108

Leads

312

Prospects

58

Deals Locked

1

Deals Closed

0

Data Spend

$766

Connect Rate

14.2%

CPL

$2.46

Leads

14

Prospects

8

JV Deals Locked

0

Deals Closed

0

Revenue

$0

Spend

$0

Conversion

57.1%

JV partners

3

Status

Active

Acquisition Rep Performance Week of 5/26

JR

Janier Rod

Acq Manager

Calls Made	412
Connected	68
Talk Time	5h 22m
Leads	42
Prospects	11
Offers Made	4
Contracts Locked	1
Deals Closed	1
Win Rate	100%

SR

Spencer Rendon

Acq Manager

Calls Made	388
Connected	62
Talk Time	4h 48m
Leads	38
Prospects	9
Offers Made	3
Contracts Locked	1
Deals Closed	0
Win Rate	66.7%

CD

Chris DeAngel

Acq Rep

Calls Made	324
Connected	51
Talk Time	3h 56m
Leads	29
Prospects	7
Offers Made	2
Contracts Locked	0
Deals Closed	0
Win Rate	0%

Expenses, Salaries & Tax

Monthly Salaries

Rhodora (SMS VA)$694.40

Hector (Cold Call VA)$694.40

Gino (Dispo Rep)$568.54

Total Salaries$1,957.34

Recurring Tools

Mojo$159

Deal Machine$699

Texting (avg)$900

PandaDoc$5

Hubstaff$6.70

Propstream$67

Total Tools$1,836.70

Tax Liability (Annual Projection)

Annual Net Income$70,000

SE Tax (15.3%)$9,890.69

Standard Deduction−$15,000

Federal Income Tax$5,926.02

Wyoming State$0.00

Total Tax Liability$15,816.71

Set Aside / Month$1,318.06