STEP 10 · CEO MONEY CONTROL
Know exactly where the money is.
One command center for leads, calls, proposals, payments, active clients, retainers and your monthly revenue target.
Revenue Target
CEO Action
Today's Money Recipe
SALES ENGINE
Pipeline
CASH COMMAND
Cash first.
Separate potential revenue from money actually collected. Never count a sale as cash until payment is confirmed.
CLIENT PORTFOLIO
Active Clients
REVENUE FORECAST
How many deals?
Work backward from your monthly target instead of guessing how much activity you need.
CONTROL CENTER
Settings
Offer Pricing