Section 01
Revenue Goals
Set your annual revenue goal and reverse-engineer the clients, calls, and activity required to reach it.
Annual revenue goal
$150,000
Monthly revenue target
$12,500
Total clients needed / yr
75
whole clients (ceiling)
Clients needed / month
7
whole clients (ceiling)
Sales calls required / month
18
to hit revenue goal
Projected revenue
$50,400
from 6 calls/mo @ 35%
Gap to close
-$99,600
You need $99,600 more annual revenue. Book more calls or raise your close rate.
Section 02
Sales Funnel & Lead Generation
Reverse-engineer how many qualified people need to see your offer to generate the sales calls you need.
Optional upstream funnel stages
Your conversion funnel
Qualified pitch viewers / mo
500
Booked calls / mo
15
Completed calls / mo
12.0
Enrolled clients / mo
4.2
Expected monthly revenue
$21,000
Expected annual revenue
$252,000
Qualified pitch viewers are people who actually see your offer — distinct from total website traffic, social reach, or ad impressions. Don't apply one conversion rate to every stage.
Worked example
500 qualified pitch viewers × 3.0% = 15 booked calls → × 80% attendance = 12.0 completed calls → × 35% close = 4.2 clients × $5,000 = $21,000/mo → $252,000/yr
Section 03
Expenses & Profitability
Map every fixed and variable cost to see your true operating profit, margin, and break-even point.
Fixed operating expenses
Variable expenses (% of collected revenue)
Gross revenue
$252,000
Refunds & uncollected
$0
Net collected revenue
$252,000
Fixed expenses / yr
$37,200
Variable expenses / yr
$7,560
Total expenses / yr
$44,760
Operating profit (before owner income tax)
$207,240
Margin: 82.2%
Monthly profit
$17,270
Annual profit
$207,240
Revenue per client
$5,000
Customer acquisition cost
$476
ad spend ÷ clients
Break-even clients / yr
9
At $5,000/client
$44,760 to cover
| Expense | Monthly | Annual |
|---|---|---|
| Advertising | $2,000 | $24,000 |
| Virtual Assistant | $350 | $4,200 |
| Software | $500 | $6,000 |
| Miscellaneous | $250 | $3,000 |
| Contractors & Fulfillment | $0 | $0 |
| Additional Marketing | $0 | $0 |
| Other Business Expenses | $0 | $0 |
| Payment Processing Fees | $630 | $7,560 |
| Sales Commissions | $0 | $0 |
| Affiliate Commissions | $0 | $0 |
| Total | $3,730 | $44,760 |
Section 04
Launch Planner
Model a single launch or a recurring cadence. The funnel adapts to your launch model and whether you sell via calls or direct checkout.
Conversion rates
4 launches/yr · Sales-call path
Launch funnel
Clients needed
10
Completed calls
28.6
Booked calls
35.7
Attendees
89.3
Registrations
148.8
Leads / visitors
595.2
Expected revenue
$50,000
Expected expenses
$6,000
Expected profit
$44,000
Return on ad spend
10.0×
$50,000 ÷ $5,000
To enroll 10 clients at 35% close rate, you need 29 completed calls from 36 booked calls, 90 attendees, and 149 registrations from 596 leads.
Section 05
Interactive Scenario Planning
Compare conservative, base, and growth scenarios side by side. Fractional enrollments forecast revenue; whole numbers set minimum targets.
Conservative
5 calls/mo · 35% close · $5,000
annual revenue
Base
6 calls/mo · 35% close · $5,000
annual revenue
Growth
12 calls/mo · 35% close · $5,000
annual revenue
| Metric | Conservative | Base | Growth |
|---|---|---|---|
| Annual clients | 21.0 | 25.2 | 50.4 |
| Annual revenue | $105,000 | $126,000 | $252,000 |
| Annual expenses | $40,350 | $40,980 | $44,760 |
| Annual profit | $64,650 | $85,020 | $207,240 |
| Profit margin | 61.6% | 67.5% | 82.2% |
| Pitch viewers / yr | 2,500 | 3,000 | 6,000 |
| Customer acquisition cost | $1,143 | $952 | $476 |
Section 06
Reverse-Engineer My Goal
Set the number you want your business to generate annually, and we'll calculate exactly what it takes to get there.
How much money do you want your business to generate annually?
We calculate the program sales, calls, and audience needed to hit this revenue figure.
Gap detected — adjustments needed
$99,600 shortfall/yr
Your biggest bottleneck is audience size — you need ~745 qualified pitch viewers/month. Focus on content reach, partnerships, and paid traffic.
Required revenue
$150,000
matches target
Program sales / yr
75
whole sales (ceiling)
Monthly enrollments
7
Completed calls / mo
18
Booked calls / mo
23
Qualified pitch viewers / mo
745
Marketing budget / yr
$24,000
Monthly revenue
$12,500
Operating expenses / yr
$41,700
Operating profit margin
72.2%
Section 07
Business Health Dashboard
Your complete business math at a glance — KPIs, monthly revenue, and the revenue-versus-expenses picture.
Annual Revenue
$252,000
projected
Annual Operating Profit
$207,240
82.2% margin
Profit Margin
82.2%
Clients Needed
75
per year
Calls Needed / Month
18
Pitch Viewers Needed
9,000
per year
Customer Acquisition Cost
$476
Return on Ad Spend
10.5×
Monthly Revenue
Projected collections vs. monthly target
Revenue vs. Expenses
Monthly revenue, expenses, and profit
Your Business Math at a Glance
To generate $150,000 annually with a $2,000.00 program, you need 75 clients. With a 35% close rate, you need approximately 216 completed sales calls annually. At an 80% show rate and a 3% pitch-to-booking conversion rate, you need approximately 9,000 qualified pitch viewers annually.
Section 08
Cash Flow & Payment Plans
Model how payment structure affects when cash actually lands — contracted revenue vs. collected monthly.
Contracted revenue
$150,000
75 clients
Collected month 1
$150,000
Recurring monthly
$0
installment inflow
Total collected / yr
$150,000
Uncollected (defaults)
$0
0.0% default rate
Profit impact
-$0
vs. contracted revenue
Monthly Cash Collection
Inflow and cumulative collection over 12 months
With pay-in-full, all revenue lands at enrollment (minus defaults). Highest month-1 cash but may raise the barrier to purchase.
Section 09
Your 90-Day Action Plan
A concrete plan generated from your goals and calculated gaps — what to hit weekly and monthly, and where to focus first.
Monthly lead generation target
750
qualified pitch viewers
Weekly qualified pitch audience
174
people seeing your offer
Weekly booked call target
6
calls on the calendar
Monthly enrollment target
7
new clients
Monthly revenue target
$12,500
to hit annual goal
Max affordable CAC
$357
per new client
Marketing budget
$2,000
monthly
Top 3 metrics to monitor
- 1Qualified pitch viewers per week
- 2Booked-to-completed call rate
- 3Sales call close rate
Strategic recommendation
Bottleneck: Audience size
Your reach is the limiting factor. Invest in content distribution, partnerships, and paid traffic to grow qualified pitch viewers.
Section 10
Export & Save
Download your results, save scenarios to compare later, or reset everything to defaults.