Excels work well, moneyview also helps if you want...
# tribe
s
Excels work well, moneyview also helps if you want to add
c
Do you have any templates that you can share ? Also moneyview looks like an expense manager, how does it help you in making sure you are in line with your investment goals ??
s
Yes, sorry so you can add income manually. So I basically add Weekly, Monthly income manually and have graphs that Plot them all next to goals etc - I've to revise and make it better actually, so let me add to my tasks this or next week and will share it with you
But, sharing 2 table formats quickly here for your review, it's obviously based on monthly, weekly billing schedules **All example numbers Table 1: Month Goal Profits Revenue %Goal off Profits Growth % INR Value (70 avg) Feb $750 $558 -26% $447 Table 2: Month Week start date Week end date Actual Revenue ($) Actual Profits ($) Revenue Goal Total Profits Actual Hours Billable hours Billed Ratio Ongoing Interviews/Farming Profile Views Invites Received No. of Clients closed Client results Comments
That should give you basic context to build some stuff meanwhile