Financials
Invoice overview, revenue, cost, and gross margin trendYTD Revenue
$10,595
$2,475 vs prev month
YTD Operating Cost
$50,000
5 months × $10,000/mo
YTD Gross Profit
($39,405)
Revenue − Operating Cost
Avg Gross Margin
-712.4%
Target: 40%
— Below target
Current Month Invoice — Jun 2026 In Progress
No-Touch Documents
0
× $1.50 / doc
= $0.00
Touched Documents
584
× $5.00 / doc
= $2,920.00
Total Documents
584
Invoice Amount
$2,920.00
Operating Cost
$10,000.00
Gross Profit
($7,080.00)
Gross Margin
-242.5%
(target 40%)
Gross Margin Trend (6 months)
Monthly Document Volume
Monthly History
| Month | No-Touch | Touched | Total Docs | Revenue | Op. Cost | Gross Profit | Gross Margin |
|---|---|---|---|---|---|---|---|
| Jun 2026 Current | 0 | 584 | 584 | $2,920 | $10,000 | ($7,080) | -242.5% |
| Mar 2026 | 0 | 89 | 89 | $445 | $10,000 | ($9,555) | -2147.2% |
| Feb 2026 | 0 | 769 | 769 | $3,845 | $10,000 | ($6,155) | -160.1% |
| Jan 2026 | 0 | 285 | 285 | $1,425 | $10,000 | ($8,575) | -601.8% |
| Dec 2025 | 0 | 392 | 392 | $1,960 | $10,000 | ($8,040) | -410.2% |