Strategic Business Snapshot · Sample Artifact

Sample Dashboard, Whitfield Strategy Co.

Period analyzed: Q1 2025 through Q1 2026 · Founder-led professional services business (retainer advisory, workshops, signature digital course)

This is a fictionalized sample built from the Strategic Business Snapshot report format. It is not built from a real client's data.

Stacked net revenue per quarter across retainer, workshop, and course. Click a bar to filter the rest of the dashboard to that quarter.

Click a quarter's bar to filter

Trailing 12mo (Apr 2025–Mar 2026) revenue share, ranked. The top two clients are called out directly.

Distribution of days to pay, invoiced offers only. Reference line at the 30‑day stated terms.

Share of net revenue, retainer vs. workshop vs. course.

Share of transactions by payment method.

Net revenue divided by logged hours, by quarter and offer type.

Logged hours per team member, segmented by offer type.

Monthly cost, with the swing between the min and max shown directly rather than smoothed.

Course revenue by client state, ranked, showing where multi-state exposure concentrates.

Quarterly summary

Total, retainer, workshop, and course revenue by quarter, with average days to pay and transaction counts.

Quarter	Total Net Revenue	Retainer	Workshop	Course	Avg Days to Pay	# Transactions

Trailing 12 month (Apr 2025–Mar 2026) revenue by client. Individual course customers are grouped into one aggregate row.

Client	Client Type	Trailing 12mo Revenue	% of Total	Avg Days to Pay

Bookkeeping & Tech Stack, Payroll & Contractors, Software & Subscriptions, Marketing & Client Acquisition, and total by month.

Month	Bookkeeping & Tech Stack	Payroll & Contractors	Software & Subscriptions	Marketing & Client Acquisition	Total