Financial Dashboard
Daily command center and year-to-date overview
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Income Goal
Tap for details
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Real Take-Home
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Rev Share Goal
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YoY Growth
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⟳ Rev Share Growth Projection
Actual Projected Goal
RevShare+ · 2026
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This month vs $1,000 goal
View full RevShare+ →
📈 Year-End Forecast — At Current Pace
Financial Pulse
Your money at a glance
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Data Source
Google Sheets is the source of truth
Enter income, expenses, and rev share in Google Sheets, then click Sync Sheet. RevShare now reads down to row 1000.
⚠️ Needs Attention
📅 Monthly Scorecard
Budget Targets
Actual vs. planned spending
Income Summary
Savings Overview
Actual vs. Budget
ActualBudget
Expense Categories
#CategoryMonthly Avg5-Mo TotalBudget/MoAnnual BudgetStatus
Income Categories
#CategoryMonthly Avg5-Mo TotalBudget/MoAnnual Budget
Income Log
All income transactions
Income by Month
Transactions
DateSourceCategoryAmountNotes
RevShare+
Am I growing my rev share income over time?
Monthly Goal Progress — $1,000 target
Growth Trend
Agent Leaderboard — YTD Earnings
Transaction Log
DateAgentAmount EarnedDeal VolumeNotes
Expense Log
All expense transactions
Spend by Category
Transactions
DateVendorCategoryAmountNotes
Expenses by Category
Monthly breakdown with budget vs. actual
Monthly Total vs. Budget
Actual$1,526 budget line
Category Breakdown
June transactions appear in the Jun column.
CategoryJanFebMarAprMayJunJulAugSepOctNovDecTotalBudgetVariance
Financial Today
Your daily financial command center
Financial Pulse
Your money at a glance
Loading your next best move…
Data Source
Google Sheets is the source of truth
Enter data in Google Sheets, then sync this dashboard.
⚠️ Needs Attention
📅 Monthly Scorecard
—
Income Goal
Tap for details
—
Real Take-Home
Tap for details
—
Rev Share Goal
Tap for details
—
YoY Growth
Tap for details
💡 Income Consistency Score
Income Distribution by Month
💰 Expense ROI — Investment vs. Overhead
⟳ Rev Share Growth Projection
📈 Full Year Forecast Breakdown
🎯 Recommendations
Settings & Sync
Data sources and configuration
Upload CSV
Upload any tab exported from your Google Sheet
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Click or drag & drop a CSV
Supports P&L, Income, Expenses, Rev Share, Budget tabs
Google Sheets Live Sync
Paste your API key and Sheet ID to pull live data
Goals & Allocation
Updates rings, Tax Set Aside, and flags live
Manage Sources
Add or remove sources used in autocomplete