Analytics & Reporting

Executive overview — March 2026

Revenue (This Month)

$31,200

+11%

Total Clients

12

+2 this month

Total VAs

5

4 active

Profit Margin

40%

+3% vs last month

Revenue Trend

SepOctNovDecJanFebMar$0k$8k$16k$24k$32k

Client Acquisition

SepOctNovDecJanFebMar00.751.52.253

Expense Breakdown

Payroll
$18,500
Tools
$2,200
Marketing
$1,800
Admin
$1,200
Other
$800

VA Productivity

Hours logged vs Quality score

6090120150180Hours80859095100

Pre-built Reports

Monthly Performance Report
VA KPIs, hours, quality scores
Payroll Summary Report
Pay period summary with breakdowns
Client Satisfaction Report
Satisfaction scores and feedback
VA Utilization Report
Billable vs non-billable hours
Financial Summary Report
Revenue, expenses, profit margin