Clients & Revenue Hub

Clients & Revenue Hub

Built for a fitness coaching business managing 400+ clients across multiple currencies, pricing tiers, and 24 months of payment history — with no single place to see any of it clearly.

https://buildwithlorren.com/dashboard

The problem

What was breaking before this system existed.

  1. Revenue looked healthy on the surface but nobody could tell if churn was quietly rising underneath it


  2. Answering "how much has this client paid us in total?" meant 10 minutes of digging across multiple tools and payment records


  3. Ad spend was being compared to this month's cash — not to the real lifetime value of the clients it acquired


  4. Retention was tracked as a feeling, not a number — so churn was discovered when it happened, not before

What I built

A single source of truth for every dollar that enters and leaves the business.

Built across four connected modules in a live spreadsheet system designed to be migrated into a custom web application. Every client, every payment, every ad dollar, and every churn event is tracked from first impression to last payment — so the business stops operating on gut feel and starts operating on data. The four modules are designed to compound: each one feeds the next, and together they answer every strategic financial question the business has.

This system was built for a business that looked like this.

  • A coaching business past the early stage — enough clients and enough revenue that the numbers were getting hard to track, but no infrastructure to see them clearly in one place

  • Making sales consistently but unable to answer basic questions like "where is cash actually coming from this month?" or "which clients are our highest LTV and why?"

  • Spending on ads without knowing the true payback period — because first-month cash and lifetime value are two very different numbers

Live Dashboard

Live Dashboard

Four live KPIs at the top — active clients, average client lifespan, churn rate, and LTV per client — all calculated automatically from the data below. A full month-by-month revenue breakdown by currency, pricing tier, new sign-ups, and ARPU. One screen, every morning.

Four live KPIs at the top — active clients, average client lifespan, churn rate, and LTV per client — all calculated automatically from the data below. A full month-by-month revenue breakdown by currency, pricing tier, new sign-ups, and ARPU. One screen, every morning.

Payments Tab

Payments Tab

Every client. Every payment. Every month — going back to day one. Each row shows the client's pricing tier, their lifetime spend converted to a single currency, and a full monthly payment grid. Sort by lifetime value and instantly see who your highest-LTV clients actually are and what they have in common.

Every client. Every payment. Every month — going back to day one. Each row shows the client's pricing tier, their lifetime spend converted to a single currency, and a full monthly payment grid. Sort by lifetime value and instantly see who your highest-LTV clients actually are and what they have in common.

Client Lifespan Tracker

Client Lifespan Tracker

Every client tracked month by month as Active, Churned, or not yet enrolled. Months active calculated automatically per client. Shows exactly when a client joined, how long they stayed, and the month they dropped off — so you can spot churn patterns before they become a revenue problem.

Every client tracked month by month as Active, Churned, or not yet enrolled. Months active calculated automatically per client. Shows exactly when a client joined, how long they stayed, and the month they dropped off — so you can spot churn patterns before they become a revenue problem.

Cohort & Retention Analysis

Cohort & Retention Analysis

Reveals the patterns hiding inside retention data — which month clients most commonly churn, whether Q1 cohorts outlast Q3 cohorts, and whether certain pricing tiers retain longer than others. The insight that lets you build real intervention playbooks tied to specific lifecycle moments.

Reveals the patterns hiding inside retention data — which month clients most commonly churn, whether Q1 cohorts outlast Q3 cohorts, and whether certain pricing tiers retain longer than others. The insight that lets you build real intervention playbooks tied to specific lifecycle moments.

Ad Spend Metrics

Ad Spend Metrics

Every stage of the acquisition funnel tracked — spend, leads, booked calls, calls taken, offers made, closed deals — with every derived metric calculated: CPL, cost per sale, close rate, ROAS, and cash after ad costs. Stage-by-stage visibility so you know exactly which lever is broken when results dip.

Every stage of the acquisition funnel tracked — spend, leads, booked calls, calls taken, offers made, closed deals — with every derived metric calculated: CPL, cost per sale, close rate, ROAS, and cash after ad costs. Stage-by-stage visibility so you know exactly which lever is broken when results dip.

True ROAS Calculator

True ROAS Calculator

Connects ad spend to real client LTV — not just first-month cash. Because subscription revenue arrives over many months, comparing this month's spend to this month's cash gives a distorted picture. This module shows the true payback period so the business can spend more aggressively on what actually works.

Connects ad spend to real client LTV — not just first-month cash. Because subscription revenue arrives over many months, comparing this month's spend to this month's cash gives a distorted picture. This module shows the true payback period so the business can spend more aggressively on what actually works.

What it replaces

Before this system, the business was flying blind on the numbers that matter most.

Before

Revenue pulled from Trainerize, payment processors, and memory

After

One dashboard with every number in one place

Before

Revenue pulled from Trainerize, payment processors, and memory

After

One dashboard with every number in one place

Before

"How much has this client paid?" took 10 minutes to answer

After

A single cell with the lifetime total

Before

"How much has this client paid?" took 10 minutes to answer

After

A single cell with the lifetime total

Before

Churn reported as a feeling — "clients stay about 6 months"

After

Exact month-by-month status per client, per cohort

Before

Churn reported as a feeling — "clients stay about 6 months"

After

Exact month-by-month status per client, per cohort

Before

Ad spend compared to this month's cash — not real LTV

After

True ROAS tied to client lifetime value

Before

Ad spend compared to this month's cash — not real LTV

After

True ROAS tied to client lifetime value

Before

No early warning system for clients about to leave

After

Lifespan tracker flags at-risk clients before they churn

Before

No early warning system for clients about to leave

After

Lifespan tracker flags at-risk clients before they churn

I can build something like this for your business.

Every system I build is custom — scoped around your team, your workflow, and the specific operational problems you're trying to solve.

Work With Me

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