Performance at a Glance
📊 Performance Snapshot
Monthly Goal
$0
Target for the month
MTD Revenue
$0
Revenue to date
On TrackRemaining
$0
To reach goal
Achievement
0%
0% of goal
Weekly Performance
| WEEK | REVENUE GOAL ($) | ROLLOVER GAP ($) | REVISED GOAL ($) | ACTUAL REVENUE ($) | STATUS VS GOAL |
|---|---|---|---|---|---|
| MONTH TOTAL | |||||
Revenue Drivers Performance
| CATEGORY | PROFIT MARGIN % | REV % GOAL | REV % ACTUAL | MONTHLY GOAL ($) | WEEK 1 | WEEK 2 | WEEK 3 | WEEK 4 | WEEK 5 | MTD ACTUAL ($) | CUSTOMER PROFIT ($) | STATUS VS GOAL | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOAL | ACTUAL | GOAL | ACTUAL | GOAL | ACTUAL | GOAL | ACTUAL | GOAL | ACTUAL | ||||||||
| TOTAL | - | - | |||||||||||||||
Sales Metrics & Funnel
📊 Month-to-Date Summary
Cumulative from Weekly Sales Metrics (Wk1 through selected week)
Total Transactions (MTD)
0
Average Sale Price (MTD)
$0
Units Per Transaction (MTD)
0.0
Total Leads (MTD)
0
Total Prospects (MTD)
0
Total Sales (MTD)
0
Conversion Rate (MTD)
0%
Prospects Sales
Lead Prospect Rate (MTD)
0%
Leads Prospects
Blended Profit Margin % (MTD)
0%
Weighted Avg from Revenue Drivers
Gross Profit $ (MTD)
$0
Revenue × Blended Margin
ROOT CAUSES
Behavior
Attitude
Product/Service
Systems
Customer
SALES PLANNING
Solutions/Goals
Behavioral Action Plan
Success Tracking
Data Import & Integrations
AI-Powered Smart Upload
Upload ANY sales report format - Excel, CSV, PDF, QuickBooks, Square, Shopify, and more! Our AI automatically detects and maps your data.
📊 Upload CSV File
Our smart CSV importer automatically detects whether you're uploading Revenue Drivers or Customer Data!
Drag and drop your CSV file here, or click to browse
CSV Format Examples General
📈 Revenue Drivers CSV
Driver,Percent,%,Profit Margin,%,Week1,Week2,Week3
Product Sales,45,35,12000,13500,11200
Service Revenue,30,50,8000,8500,9200
Consulting,25,60,5000,5200,6800
👥 Customer Data CSV
Customer Name,Transactions,Units Sold,Total Spent,First Purchase,Last Purchase
ABC Corp,15,30,25000,2024-01-15,2025-10-20
XYZ Inc,8,20,18500,2024-06-10,2025-09-15
🔄 Sales Funnel CSV
Week,Leads,Prospects,Sales,Lead-to-Prospect %,Prospect-to-Sale %
Week 1,50,15,5,30%,33%
Week 2,40,12,4,30%,33%
📊 Sales Metrics CSV
Week,Trans Goal,Trans Actual,Units Goal,Units Actual,ASP,UPT,$PC
Week 1,100,95,200,190,$50,2.0,$100
Week 2,100,110,200,220,$50,2.0,$100
🎯 Customer Persona Templates
Download a template matching your business type, fill it out, and upload to auto-populate your Target Market Intelligence personas.
B2C Persona Template
Consumer-focused: Age, income, lifestyle, purchase triggers
B2B Persona Template
Business-focused: Company size, ROI, decision makers, sales cycle
B2G Persona Template
Government-focused: Procurement, compliance, contract types
💡 Pro Tip: You can upload Word (.docx), PDF, or CSV files. The system auto-detects persona fields and creates new segments as needed. Supports unlimited personas!
💡 Pro Tip: Units Sold is required for accurate ASP calculation. Column names are flexible - the system auto-detects them.
Recent Uploads
Connect Your Business Tools
Automatically sync your sales data from popular platforms
Customer Analytics & Frequency
Total Customers
0
Avg Customer Value
$0
Revenue ÷ Customers
Profit Per Customer
$0
Avg Buying Frequency
0
purchases/year
🌟 Customer Persona Distribution
"You don't want customers, you want FANS and SUPER FANS!" - Coach Nic
Fan Ratio
0%
🌟 Super Fans
0
❤️ Fans
0
👑 VIP
0
⭐ Premium
0
📊 Other
0
Customer Frequency Analysis
📊 Customer Analytics (Self-Contained)
Data flows TO this tab from other tabs • Does NOT sync OUT
Total Transactions
0
ASP ($/Unit)
$0
UPT
0
$PC (Avg Trans)
$0
Avg Customer Value
$0
Total Revenue
$0
Blended Profit Margin %
0%
Weighted by actual revenue
Total Gross Profit $
$0
Revenue × Blended Margin
Avg Profit/Customer
$0
Avg Profit/Transaction
$0
| Customer Name | Revenue Driver | Persona | Last Purchase | Tenure | Transactions | Units Sold | Total Spent | MTD Spent | Avg Trans | Frequency | Profit | Actions |
|---|
🎯 RFM Customer Segmentation
Customers scored by Recency, Frequency, and Monetary value (1-5 scale)
📅 Recency Score
Based on days since last purchase
5 = Recent | 1 = Long ago
🔄 Frequency Score
Based on purchase frequency
5 = Very frequent | 1 = Rare
💰 Monetary Score
Based on total spending
5 = High value | 1 = Low value
| Customer Name | Last Purchase (Days Ago) | R Score | F Score | M Score | RFM Score | Segment | Recommendation | Actions |
|---|
Buying Frequency Distribution
Customer Segmentation Matrix
Customers categorized by spending and purchase frequency
Revenue vs Profit
Customer Lifetime Value
📅 Customers (Current Month)
Track this month's transactions • Data syncs TO Revenue Drivers, Sales Funnel, EPU
Active Customers
0
Transactions (MTD)
0
Revenue (MTD)
$0
Avg Transaction ($PC)
$0
Units Sold (MTD)
0
🌟 Customer Persona Distribution (MTD)
"You don't want customers, you want FANS and SUPER FANS!" - Coach Nic
Fan Ratio (MTD)
0%
🌟 Super Fans
0
❤️ Fans
0
👑 VIP
0
⭐ Premium
0
📊 Other
0
🔄 Two-Way Data Sync
FROM Revenue Drivers → Populates driver options | TO Revenue Drivers, Sales Funnel, EPU
📊 This Month's Transactions
January 2026
| Customer Name | Revenue Driver | Persona | Purchase Date | Amount Spent | Transactions | Units Sold | Notes | Actions |
|---|
📈 Revenue by Driver (This Month)
💰 Profit Analysis (MTD)
Gross Profit (MTD)
$0
Revenue × Avg Margin
Avg Profit/Customer
$0
Gross Profit ÷ Customers
Blended Margin %
0%
Weighted by driver
Revenue/Transaction
$0
Total ÷ Transactions
💰 Measure & Maximize R.O.I.
Calculate and track your Return on Investment across 4 key areas
📈 Month-to-Date Performance (From Flash Scorecard)
MTD Revenue
$0
Blended Profit Margin %
0%
MTD Gross Profit $
$0
Revenue Goal
$0
📊 Sales R.O.I. (Gross Profit)
Calculate your profitability per unit sold
Economics Per Unit
Cost of Sales (COS) Breakdown
💡 Coach Nic Tips: Set an ROI goal • Calculate costs BEFORE pricing • Use complete solution selling • Add margin-rich accessories
📣 Marketing R.O.I.
Compare customer acquisition cost vs customer value
Marketing Investment
Customer Value
💡 Coach Nic Tips: Marketing budget ≤ 10% of revenue • Know profit margins per customer • Find low-cost marketing channels
🏢 Asset R.O.I.
Measure the return on your business assets
Asset Details
Cost of Asset (COA)
Revenue Generated
💡 Coach Nic Tips: Set revenue goals per asset • Track recurring costs • Convert non-producing assets to revenue generators
🎓 Knowledge R.O.I.
Track return on training, coaching & education investments
Knowledge Investment
Cost of Knowledge (COK)
Revenue Generated
Revenue gained from applying the knowledge/skills learned
💡 Coach Nic Tips: Communicate ROI goals with provider • Track recurring costs • Set revenue goals • Hold provider accountable
📈 ROI Tracking History
| Date | Type | Description | Investment | Return | ROI | Actions |
|---|---|---|---|---|---|---|
| No ROI records yet. Click "Add ROI Record" to track your investments. | ||||||
"Your gift will make room in the marketplace, but performance management will keep you there!"
- Coach Nic
📊 Economics Per Unit (EPU)
Track profit margins for every product & service by revenue driver
➕ Add Revenue Driver Category
💡 Revenue drivers will sync with your Flash Scorecard when you click "Sync to App"
No Revenue Drivers Yet
Add a revenue driver above to start tracking your products & services
Or use Smart Upload to import your existing data!
📅 Period Sales Tracking
| Product/Service | Revenue Driver | Period | Qty Sold | Revenue | COGS | Gross Profit | Margin % | Actions |
|---|---|---|---|---|---|---|---|---|
| No period data yet. Add products first, then track sales periods. | ||||||||
🔗 Sync with Sales ROI Calculator
Push your EPU data directly to the ROI Calculator for detailed analysis
💡 Coach Nic's Profit Margin Philosophy
🎯 Core Products & Services:
Aim for AT LEAST 50% profit margin minimum on ALL main offerings
🚀 Add-Ons & Accessories:
Aim for 70% profit margin on upsells, workbooks, and bundled extras
💰 Price Before Costs:
Calculate your costs FIRST, then set prices to hit your margin targets
📊 Track Monthly:
Monitor margins monthly to spot erosion before it hurts profitability
🔥 P.R.O.F.I.T. Selling System
Have a custom Sales Process document?
Upload a document to replace the default checklist with your own behaviors
📤 Click or drag a file here
Supports: DOCX, PDF, XLSX, CSV
📊 Management Rhythm
Have a custom Management Rhythm document?
Upload a document to replace the default checklist with your own behaviors
📤 Click or drag a file here
Supports: DOCX, PDF, XLSX, CSV
📦 Order Taking/Delivery System
Have a custom Order System document?
Upload a document to replace the default checklist with your own behaviors
📤 Click or drag a file here
Supports: DOCX, PDF, XLSX, CSV
🏪 Merchandising System
Have a custom Merchandising document?
Upload a document to replace the default checklist with your own behaviors
📤 Click or drag a file here
Supports: DOCX, PDF, XLSX, CSV
Target Market Intelligence
FBI-Style Customer Persona Profiles
Create detailed intelligence profiles of your ideal customers. Use custom formats for each type: B2G (Project Managers & Procurement), B2B (Decision Makers & Influencers), B2C (End Consumers). AI Coach Nic can generate these automatically!
Pro Tip
Use AI Coach Nic to automatically generate personas based on your business data, or fill them out manually. Green sections = what attracts them, Red sections = what stops them from buying.
Resources & Support
Video Tutorials
Step-by-step guides to master every feature
Success Stories
Learn from businesses that achieved breakthrough results
Contact Support
Get help from our expert team
Video Tutorials
Getting Started with Sales Gap Finder
Learn the basics in 10 minutes
Advanced Analytics & Reporting
Deep dive into data analysis
Success Stories
📹 Case Study Video: Real Results in Action
Watch how businesses transform their performance using Coach Nic's gap finder methodology.
▶ Watch Case Study VideoContact Support
Get Help
Email Support
Frequently Asked Questions
Affiliate Program
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Active Customers
0
Total Earnings
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Commission Structure
Solo Plan
25%
$24.75/month per customer
Coach Plan
25%
$61.75/month per customer
Multi-Location Plan
25%
$99.25/month per customer
Franchise Plan
25%
$149.25/month per customer
Marketing Materials
Recent Referrals
Team & Multi-Location Management
Subscription & Billing
Current Plan
Plan Type
Demo Mode
Status
Active
Next Billing Date
N/A
Available Plans
Sales Gap Finder - Solo Plan
Business Gap Finder: Sales Gap Management version
$99/month
or $990/year (Save $198!)
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- 1 business location
- Unlimited data storage
- Email support
Sales Gap Finder - Coach Plan
Sales Gap Finder SaaS for coaches
$247/month
or $2,470/year (Save $494!)
- Everything in Solo
- Up to 5 team members
- 3 business locations
- Priority support
Sales Gap Finder: Multi-Location Plan
Sales Gap Finder subscription for Multi-Locations
$397/month
or $3,970/year (Save $794!)
- Everything in Coach
- Up to 10 team members
- Up to 5 locations
- Priority support
Sales Gap Finder: Franchise Plan
Sales Gap Finder: Franchise Plan subscription
$597/month
or $5,970/year (Save $1,194!)
- Everything in Multi-Location
- Unlimited team members
- Unlimited locations
- Dedicated account manager
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