Agency Overview
Revenue vs Expenses
Total agency · CAD
Monthly Cost Trend
Overhead + ad spend per month · CAD
Revenue by Client
Net CAD after fees
Monthly Profit
Revenue (spread evenly across months) − that month's costs · CAD
Client Leaderboard
| Client | Status | Setup (USD) | Per-Show (USD) | Ad Spend (CAD) | Leads | CPL | Shown | CPSA | Lead→Shown | Revenue (CAD) | Margin |
|---|
B2B Acquisition
Internal lead-gen campaigns · spend in CAD, +Meta tax applied
Campaigns
Edit any field — metrics update live
| Campaign | Month | Spend (CAD) | True Cost +Meta | Leads | Booked | Shown | Closed | CPL | CPSA | CAC | Close % | Show % |
|---|
Financials
All figures CAD
Cumulative P&L
| Category | CAD |
|---|
Settings
Everything here maps instantly to all views
Currency & Fees
Drives all USD→CAD revenue conversion
Whop Fee %
USD payment in
FX Fee %
CAD transfer
Meta Tax %
on ad spend
USD/CAD Mid Rate
market rate
Net USD→CAD
after all fees
Monthly Ad Spend & Overhead
These are your monthly costs · revenue comes from clients