Finance
Income and outgoings, in one place.
Income MTD
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Outgoings MTD
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Net MTD
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Spending on marketing or networking? Add the channel, and use the same name as the source in Pipeline for anyone it brings in. Reports then shows what each channel cost and what it earned.
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Tech builds and retainers. Payments you record here land in Income automatically.
Owed to you
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Monthly retainers
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Tech and DFY income this year
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Open enquiries
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Where the work comes from