01
Target falls off pace
Every module tracks performance against its target in real time. When any area falls below target, the dashboard indicator turns red.
How it works
QuickBooks tells you what happened. POP tells you what needs to happen next.
An intelligence layer that sits on top of QuickBooks Online — sets forward-looking targets, surfaces the exact line item driving any miss, and most owners see their first cash leak in about 30 minutes.
Year To Date · Minimum Mandatory Revenue
Break Even
Required YTD Sales
$1,960,188.01
vs target
$5,059,809.14
Debt Service
Required YTD Sales
$2,045,080.12
vs target
$4,995,080.12
Profit Plan Target
Required YTD Sales
$6,761,308.40
vs target
$258,691.60
COGS
Target 75.00%
Actual
$1,810,327.78
vs target
$3,399,341.59
Gross Profits
Target 25.00%
Actual
$5,209,669.37
vs target
$3,454,670.08
Overhead
Target 15.00%
Actual
$1,454,691.68
vs target
−$401,107.68
Module 01 · Overhead Breakeven
How much do I need to sell just to cover overhead?
This is the survivability baseline. POP reads your QuickBooks overhead categories — rent, utilities, insurance, admin payroll, software — and converts them into a year-to-date revenue target. The dashboard tracks your YTD pace and alerts you if you fall behind for the year.
- YTD pace tracking
- Pulled live from QBO overhead categories
- Year-to-date breakeven indicator
Overhead
Target 15.00%
Actual
$90,000
−$15,000
8%Overhead · 18.0% of revenue25%
Target line sits at 15.00%
Over target
Module 02 · Debt Service Target
How much do I need to sell to cover overhead AND debt payments?
Adds loans, lines of credit, and equipment financing to your overhead baseline. Now you can see the true revenue floor — what it actually takes for the business to make every payment on time.
- Loans, LOCs, and equipment financing
- Combined YTD revenue floor
- Red flag the moment pace slips
Debt Service
TargetRequired YTD Sales
$2,045,080.12
+$4,974,917.03
Adjusted Long Term Debt$63,000.00
More details
Line of credit
$1,400SBA loan
$2,300Equipment financing
$950Vehicle loan
$600Monthly Total$5,250
Module 03 · Minimum Mandatory Revenue
The exact revenue target your business must hit to succeed — not just survive.
MMR is the anchor of the entire platform. It sums five components into one mandatory revenue number, then tracks year-to-date pace against that number. Hope is replaced with a hard target you can see, track, and hit.
- Overhead Breakeven
- Debt Service
- Working Capital Reserve
- Owner Draw
- Retirement Funding
Year To Date · Minimum Mandatory Revenue
Break Even
Required YTD Sales
$1,960,188.01
vs target
$5,059,809.14
Debt Service
Required YTD Sales
$2,045,080.12
vs target
$4,995,080.12
Profit Plan Target
Required YTD Sales
$6,761,308.40
vs target
$258,691.60
COGS
Target 75.00%
Actual
$1,810,327.78
vs target
$3,399,341.59
Gross Profits
Target 25.00%
Actual
$5,209,669.37
vs target
$3,454,670.08
Overhead
Target 15.00%
Actual
$1,454,691.68
vs target
−$401,107.68
Module 04 · What-If Scenario Engine
If I change this variable, what happens to every target?
Adjust overhead percentages, gross profit margin, or overhead margin and watch every target recalculate live. Model a new hire, a new lease, or a price increase — and see the exact revenue you'd need to absorb the change before you commit.
- Lower overhead → see targets drop instantly
- Improve gross margin → see the cascading impact on MMR
- Model new hires, leases, or price changes
YEARLY BUDGET PROJECTION
Move a lever — every target recalculates live.
Overhead Budget: $3,038,196.00
Sales Required to Break Even
Current GP 74.2%
$4,094,603.77
At Target 25%
$12,152,784
↑ $8,058,180.23 above target
Revenue Required to Service Debt Payments
Current GP 74.2%
$4,676,814.02
At Target 25%
$13,880,784
↑ $9,203,969.98 above target
Revenue Required to Hit Profit Goal
Current GP 74.2%
$12,763,067.39
At Target 25%
$37,880,784
↑ $25,117,716.61 above target
Intelligent Alert System
From target to red flag to dollar cost — in three clicks.
Most owners don't know they have a problem until month-end or tax time. POP surfaces it the day it begins.
02
Drill into the QBO line item
Opening the red indicator drills down to the exact QuickBooks line item driving the miss — revenue, overhead, gross profit, anywhere in your books.
03
See the dollar cost of inaction
POP shows the exact dollar amount the business is losing by not addressing the problem — by week, month, and year.
Read-only by design. Your books are never modified.
SOC 2-aligned infrastructure. OAuth-based QuickBooks Online authorization with read-only scopes — we never share, sell, or write to your books.
Explore the solutions
Six layers of profit. One number to hit.
Each layer is its own playbook. Start with the one costing you the most right now.
Overhead Breakeven
Know the YTD revenue floor that keeps the lights on.
ExploreDebt Service
Never miss a loan or equipment payment — track YTD pace.
ExploreWorking Capital Reserve
Build a real cash buffer so a slow month isn't a crisis.
ExploreOwner Draw
Make your pay a planned line item, not what's left over.
ExploreRetirement Funding
Fund retirement on purpose, every year — not someday.
ExploreMinimum Mandatory Revenue
The full YTD success number — all six mandatory layers in one target.
ExploreYour numbers. Your targets. Your built-in CFO.
Connect QuickBooks Online and watch your first cash leak surface in about 30 minutes.