Dashboard
Accounts Overview
$6,446,500
Total balance across all accounts
Checking$7,500
Savings$560,000
Investment$5,879,000
Recent Transactions
Amazon.com
2023-07-15
-$129.99
Whole Foods Market
2023-07-10
-$89.72
Netflix Subscription
2023-07-05
-$15.99
Quick Bill Pay
Electricity Bill
Due: 2023-07-15
$85
Internet Service
Due: 2023-07-18
$60
Credit Card Payment
Due: 2023-07-25
$500
Water Bill
Due: 2023-07-30
$45
Business Metrics
Revenue Growth
Monthly revenue target
On Track75000 / 100000 $
$100,00075% complete
Customer Acquisition
New customers this quarter
Behind600 / 1000
1,00060% complete
Average Order Value
Target AOV for Q3
Ahead165 / 150 $
$150110% complete