TECTONIC

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Tectonic Digital
TECTONIC
Operating system
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Trading period

Where the business stands

Contracted recurring revenue, weighted pipeline and what is left after costs, worked out from what you have entered.

Revenue by month

Recurring and build fees invoiced, against what is left after costs

Pipeline by stage

Open deals only, weighted by stage and your confidence

Top clients

By what they are worth a month

Needs chasing

Deals that have gone quiet or run past their close date

Needs attention

Money owed and records that look wrong

Renewing next 30 days

Recurring charges falling due

Revenue split by type

Recurring against one-off, across both sides of the business

Enquiries

Work you are actively trying to win, weighted by how likely it is to land. Both halves of a sale are tracked: the build fee and the monthly that follows it.

Clients

Everyone on the books, and how their revenue splits between recurring and one-off work.

Recurring

Recurring orders: hosting, care plans and system support. Every charge normalised to a monthly figure so the total means something.

Holding pen

Leads

Names you are working on before there is anything worth forecasting. Nothing here counts towards the pipeline, the dashboard or any total until you promote it. Anything that goes quiet is parked rather than deleted, so the record survives for a second run at it.

Referrals

Partners

People who send work your way for a cut. Commission accrues when the work is won and falls due when the client actually pays.

Order book

Build Book

Every one-off build sold: websites and system builds. A build lands here the moment a deal is won, and stays until it is delivered and invoiced.

Overview

Finance

What came in, what it cost, and what needs putting aside before any of it is yours.

Trading by month

Months that have not happened yet are left blank rather than shown at a loss

Against target

Cumulative billings versus the pace needed

Set aside for tax

An estimate, not a return

What you need to earn

Working back from what you want to take out, through both tax layers

Cost base

What has to be covered every month before a pound is profit

Every cost

Type one straight in, or click a row to edit it

Months

Each receipt files into the month it was paid in. Match them to the bank from Bookkeeping.

Invoice ledger

Raised from the Build Book and from Recurring. Click one to open the document.

Months

Upload each month's statement. Categorise a payee once and it is recognised every month after.

Reports

Pick a window and see how the two prongs performed inside it.

Settings

Trading period, pipeline stages, people and data.

How it works

The short version of every screen and every number.

Viewing as a salesperson.