Build custom metrics without messy formulas
Define and track the financial and non-financial metrics that matter to your business, without building a single formula.
Free 14-day trial, no credit card. Your first forecast in about five minutes.
| Person | Role | Start | Type | Loaded cost |
|---|---|---|---|---|
| Maya R. | Account exec | Feb 1 | W2 | $101.6K |
| New hire | Dental hygienist | Mar 15 | W2 | $78.4K |
| Dev shop | App rebuild | Apr 1 | 1099 | $60.0K |
| Jordan K. | Ops manager | On staff | W2 | $92.3K |
| Provider | People | Last sync |
|---|---|---|
| 14 | 6:00am |
| 0 | Available |
| 0 | Available |
| Person | Base | Taxes | Benefits | Loaded |
|---|---|---|---|---|
| Maya R. | $85.0K | $6.5K | $9.0K | $101.6K |
| New hire | $64.0K | $4.9K | $9.0K | $78.4K |
| Jordan K. | $76.0K | $5.8K | $9.0K | $92.3K |
RevenueLive| Metric | Source | Updated |
|---|---|---|
| Revenue per location | QuickBooks + CSV | 6:00am |
| Cost per lead | CSV import | Monday |
| Billable hours | CSV import | Monday |
| Occupancy | CSV import | Friday |
Connected
ConnectedConnectedConnectedAvailable OnlineConnected DesktopConnectedConnected| System | Items | Last sync |
|---|---|---|
| QuickBooks Online | 14,203 transactions | 6:00am |
| QuickBooks Desktop | Available | One click |
| Xero | Available | One click |
| CSV column | Maps to | Rows |
|---|---|---|
| pipeline_value | Forecast driver | 1,240 |
| customer_count | Custom metric | 1,240 |
| billable_hours | KPI dashboard | 1,240 |
Track & manage business changes
Every aspect of your business in one place
No manual formulas, no scattered data, and no chart building. All your data sits together in one dashboard.
Error-proof your financial metrics
Always stay up-to-date and error-free because no one likes broken formulas, missing data, and misreported numbers.
Customizable metrics without messy formulas
Import non-financial data and track the numbers specific to how your business actually runs. One-size-fits-all templates don't plan anyone's business well.
Built from your books, kept current as they change.
Nothing to set up and nothing to maintain. Connect QuickBooks or Xero and this is what you get.
Custom date ranges looking back 3 years, and forward 5 years
All in one place, see your business' most important Key Performance Indicators (KPIs) with actuals and forecasts at the same time.
Single source of truth for all metrics, financial and non-financial
Any non-financial import can be referenced across your whole account, including your Metrics Dashboard. One system, every insight.
Dynamic Reporting based on what you want, not what a template tells you
Custom build and order your metrics to show what you want to show and PDF it immediately. Every aspect of your Metrics Dashboard can be customized from top to bottom
The same forecast, two jobs.
The same deliverable for every client, built the day you connect them.
The portfolio view shows which clients need a conversation and when, so the advisory call happens before the problem does. Unlimited users, no per-client charges.
A CFO's view of the business, without the CFO.
Decisions about hiring, buying, and pricing get made with the numbers in front of you, and Mira explains what moved and why. Free 14-day trial, no credit card.
It all comes from the same model.
Every feature reads from one 5-year, 3-statement model built from your books, so the numbers always agree with each other.
Weekly Cash Flow Forecast
A 52-week cash forecast on a full balance sheet. See the low week before it arrives.
Learn moreScenario Planning
Change a hire, a price, or a location and compare the cash lines side by side.
Learn moreWhat counts as a custom metric?
Anything you want to track alongside your financials: revenue per location, cost per lead, billable hours, occupancy, customer count, or a ratio of any two numbers. Financial or operational, actuals or forecast.
Do I have to write formulas?
No. You build metrics in plain English from the accounts and imports already in Clockwork. There are no cell references to break.
Can I bring in data that isn't in QuickBooks or Xero?
Yes. Import non-financial data by CSV and reference it anywhere in your account, including the metrics dashboard and your forecast.
How far back and forward can I look?
Three years of actuals and five years of forecast, side by side, with custom date ranges.
See it on your own numbers.
Connect QuickBooks or Xero and Clockwork builds the model in about five minutes. Or bring a file to a demo and we'll build it while you watch.
