Enter one month of aggregate figures and see a formula-based summary of revenue, activity, customers, and listed costs. The calculation uses only the numbers you provide.
One month · Aggregate inputs · Formula-based output
No account required · Private reports are available for 30 days
01 / Monthly figures
A short set of monthly totals.
Use the totals already available to you. No customer identities, bank access, passwords, account credentials, or accounting-software access are required.
- Invoiced revenue
- Payments collected
- Completed jobs
- Cancelled jobs
- Leads received
- Quotes sent
- Quotes accepted by month-end
- New customers served
- Returning customers served
- Total listed operating costs
Optional: month-end outstanding invoice count.
Your figures and report are stored to create, deliver, and privately access your Snapshot. Report data is deleted after 30 days.
02 / How it works
From monthly totals to a clear summary.
The Snapshot applies stated formulas to the figures you enter and flags a few relationships for review. It does not change your source records.
01
Choose a monthSelect the reporting month for your service-business totals.
02
Enter your figuresAdd monthly amounts and counts. The outstanding invoice count is optional.
03
Review the snapshotSee formula-based metrics alongside any warnings about the figures entered.
03 / Limits
A summary of inputs, with clear limits.
The Snapshot can show a collection rate, invoiced revenue less collections, collections less listed costs, lead and quote rates, job cancellation rate, invoiced revenue per completed job, and returning-customer share.
For example, collection rate is payments collected ÷ invoiced revenue × 100; uncollected amount is invoiced revenue − payments collected; listed-cost margin is (payments collected − listed costs) ÷ payments collected × 100. Add-ons apply direct formulas to the quote, job, and customer counts you enter.
- Ratios are not benchmarks.
- Invoiced less collected is not necessarily accounts receivable.
- Collected less listed costs is not accounting profit.
- Accepted quotes are not assumed to be completed jobs.
This is not bookkeeping, accounting, or tax preparation; it is not investment, legal, or financial advice, forecasting, or a fractional-CFO service. It does not diagnose why results occurred.
Free introduction and fixed pricing
Start with one free introduction, then choose a fixed scope.
One free introductory Snapshot per normalized email includes all currently supported metrics. This introductory report is separate from the paid Core report. Email-based limits are not strong identity verification. The Core report is $20 one time; each optional add-on is $5, for a maximum of $35 with all three selected. There is no subscription, revenue-based pricing, or variable charge.
- Core report — $20 one time
- Collection rate, invoiced amount not yet collected, collections less listed costs, and listed-cost margin.
- Sales Pipeline — +$5
- Lead-to-quote rate and quote acceptance rate.
- Job Activity — +$5
- Job cancellation rate and invoiced revenue per completed job.
- Customer Mix — +$5
- Share of customers served who are returning customers.
Figures and private result links are deleted after 30 days. Minimal paid order records are kept for 24 months by default, subject to applicable legal requirements. Payment details are handled by the payment provider and are not stored by Pencairn.