Date range (click to change):
Conversion Rate

31.17%

5.21% than 2024

New Clients

658

97.01% than 2019

Avg. Order Value

$27.3K

5.99% than 2024

Recurring Clients

1,650

2.1% than 2024

total billing

$1,658,117.13

total cash-in

$1,730,770.67

Accounts receivable

$-72,653.54

Most Recent billing

Your sales and referral over the last 30 days

Date Company name Job title Amount billed
05-02-2025 Layton Construction Company - AZ MEP PE/APM $14,500.00
04-30-2025 Kansas City Life Insurance Company Group Sales Rep - Midwest $25,000.00
04-30-2025 Chicago Faucet - MIL Tool Design Engineer $23,250.00
04-29-2025 Voeller Mixers Engineer $18,500.00
04-28-2025 Lambis Rank Project Manager $25,000.00
04-28-2025 Lavelle Industries EHS Manager $31,500.00
04-23-2025 Risk Strategies Company (RSC) Employee Benefits Producer - OH $25,000.00
04-23-2025 Jones Sign Project Estimator $23,100.00
04-22-2025 Risk Strategies Company (RSC) Employee Benefits Producer - NY $25,000.00
04-21-2025 Risk Strategies Company (RSC) Employee Benefits Producer - NY $25,000.00
04-18-2025 Lambis Rank Project Manager $26,250.00
04-18-2025 Lambis Rank Project Manager $33,750.00
04-15-2025 Seneca Tank Territory Sales Manager $30,000.00
04-15-2025 Passel Farms (Standard Nutrition) CFO $35,000.00
Most Recent cash-In

Your sales and referral over the last 30 days

Date Company name Job title Amount paid
05-05-2025 Kansas City Life Insurance Company Senior Life Sales Specialist $27,500.00
05-05-2025 Risk Strategies Employee Benefits Producer – CA $21,875.00
05-05-2025 Risk Strategies Employee Benefits Producer - Tampa $20,000.00
05-05-2025 CORE Construction - Chicago JOC PM - Lisle Office $15,000.00
05-02-2025 Ozark National Life Insurance Inc.-Div. Senior Underwriter $23,000.00
05-02-2025 Midas Hospitality LLC Precon $23,750.00
04-29-2025 R&B Wagner Companies Midwest Iron PM $24,000.00
04-28-2025 Russell Construction - STL PM $24,200.00
04-27-2025 BRAHMS CONSTRUCTION Sup $27,500.00
04-24-2025 Jadian Capital VP of Construction $37,500.00
04-24-2025 Shells By Design Staff Accountant $15,790.00
04-21-2025 Risk Strategies Wealth Manager $18,750.00
04-21-2025 In-Place Machining Inside Sales Engineer $19,760.00
04-21-2025 Risk Strategies Employee Benefits Producer – Miami $18,750.00
Sales Revenue by location
States Orders Earnings
WI 12 $264,098.00
MO 10 $279,450.00
IA 8 $266,015.00
MD 5 $151,250.00
IL 5 $123,750.00
CA 4 $121,325.00
FL 4 $76,250.00
NY 3 $87,500.00
DC 3 $97,500.00
OH 3 $106,375.00
invoice History

  • Payment from #6400

    May 02, 2025

    + $14500

    Completed

  • Payment billed #6347

    May 02, 2025

    $23750.00

    Sent

  • Payment billed #6369

    May 02, 2025

    $23000.00

    Sent

  • Payment from #6399

    Apr 30, 2025

    + $25000

    Completed

  • Payment from #6401

    Apr 30, 2025

    + $23250

    Completed

  • Payment from #6397

    Apr 29, 2025

    + $18500

    Completed

  • Payment billed #6383

    Apr 29, 2025

    $24000.00

    Sent

  • Payment from #6395

    Apr 28, 2025

    + $31500

    Completed

  • Payment from #6396

    Apr 28, 2025

    + $25000

    Completed

  • Payment billed #6361

    Apr 28, 2025

    $24200.00

    Sent

  • Payment from #6392

    Apr 23, 2025

    + $23100

    Completed

  • Payment from #6393

    Apr 23, 2025

    + $25000

    Completed

  • Payment from #6391

    Apr 22, 2025

    + $25000

    Completed

  • Payment from #6389

    Apr 21, 2025

    + $25000

    Completed

  • Payment billed #6371

    May 05, 2025

    $20000.00

    Sent

  • Payment billed #6373

    May 05, 2025

    $27500.00

    Sent

  • Payment billed #6379

    May 05, 2025

    $15000.00

    Sent

  • Payment billed #6381

    May 05, 2025

    $21875.00

    Sent

  • Payment billed #6362

    Apr 27, 2025

    $27500.00

    Sent

  • Payment billed #6349

    Apr 24, 2025

    $37500.00

    Sent
Account needing attention
  • s

    Socrates Itumay

    Customer ID#00222

  • Reynante Labares

    Customer ID#00221

  • Marianne Audrey

    Customer ID#00220
  • o

    Owen Bongcaras

    Customer ID#00219
  • k

    Kirby Avendula

    Customer ID#00218
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