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BUSINESS OWNER CONTACT STATUS REVENUE CONNECTIONS
fitness_center
Summit Fitness
Gym & Wellness Center
 David Park
david@summitfitness.com
(555) 789-0123
 check_circle Healthy
$62,000
Books closed
QB
local_cafe
Metro Coffee
Coffee Shop
 Elena Rodriguez
elena@metrocoffee.com
(555) 345-6789
 warning At Risk
$32,000
Books open
QB

Summit Fitness

David Park

Open AR Issues
8
Requires attention
Open AP Issues
5
Pending resolution
Bank Recon Pending
2
Awaiting reconciliation
Exceptions
3
Flagged for review
Cash on Hand
$87,450
Available now
This Month Revenue
$67,000
+23% vs last month
Net Profit (MTD)
$19,000
28.4% margin
Money Owed to You
$12,350
14 unpaid invoices

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