In our practice, we want to be acutely aware of these 4 metrics: (1) How much $$$ you want to make; (2) How much money you’ve already made; (3) How many clients you can hold in your practice; (4) How many clients you can hold in your practice
<aside> <img src="/icons/cash_lightgray.svg" alt="/icons/cash_lightgray.svg" width="40px" /> 2025 Revenue Goals:
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<aside> <img src="/icons/cash_lightgray.svg" alt="/icons/cash_lightgray.svg" width="40px" /> 2025 Income to Date:
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<aside> <img src="/icons/groups_lightgray.svg" alt="/icons/groups_lightgray.svg" width="40px" /> Client Capacity:
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<aside> <img src="/icons/groups_lightgray.svg" alt="/icons/groups_lightgray.svg" width="40px" /> Current # of Clients:
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Track your projected and actual monthly coaching income
| Month | Income to Date | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | |||||||||||||
| 2024 | |||||||||||||
| 2025 |
Manage ALL of your leads and clients with the table below. You can also select different views to change the layout of your coaching dashboard 👇 My personal favorite is “By Status”
Bring awareness to when your clients are completing so you can strategically increase your activity and get hired when others are exiting your practice.
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