Revenue Tracking System

Pricing and scope

Work starts after access, intake, and a signed agreement on scope and price.

What you get

Execution

• One clean system that tracks revenue without manual entry
• Sales sources, bookings, and CRM stages linked in one view
• Simple dashboard for daily and monthly numbers

Audit

• Review of sales logs, CRM fields, pipeline stages, and booking data
• Review of payment processors, invoices, tags, and tracking tools
• Search for missing fields, broken connections, and duplicate entries
• Notes and screenshots of every issue

Setup

• Field mapping across CRM, booking system, and payment platform
• Revenue stages for quotes, closed deals, and paid invoices
• Triggers when a sale closes or a payment hits
• Tags for product or service type
• Dashboard views for daily revenue, monthly totals, lead to sale rate, and average order value

Fix

• Removal of outdated fields and old reports
• Merge of duplicate contacts and deals
• Correction of mismatched tags and broken connections
• Clean naming rules so every metric stays clear and stable
• Strong definitions for each revenue event

Quality Check

• Test payments and closed deals with dummy entries
• Verification that totals update in the dashboard
• Checks that timestamps and tags apply correctly
• Review on mobile and desktop
• Validation that data refresh and matching stay accurate

Process

1. Short intake form gathers access, products, pricing, and goals.
2. Build happens inside your CRM or analytics tool.
3. A checklist guides every step so nothing important gets skipped.
4. You receive a short report with before and after screenshots and the improvement list.

Best fit platforms

• GoHighLevel
• HubSpot
• Pipedrive
• Zoho
• Stripe based payment flows

Other payment tools and CRMs work if exports, webhooks, or APIs exist.