Built by an operator, for operators
Do you know your business vitals?
Revenue. Margin. Runway. People. The numbers a good doctor would ask about if your business were the patient. All live.
Revenue. Margin. Runway. People. The numbers a good doctor would ask about if your business were the patient. All live.
Three views of ACME Manufacturing's dashboard. The same surfaces your team would use. Yours to explore.
Operator lands here every morning. One surface. One priority. One next action.
Your March bulk-purchase true-cost worksheet caught two vendor trips that would have eroded margin. The signal to watch: if April holds the 36% gross margin, annualized EBITDA crosses 14% by Q3. Trigger: coaching session on pricing discipline.
Every line item traces to QuickBooks. The source of truth is the source.
| Line item | T12M | Prior T12M | Δ% |
|---|---|---|---|
| Revenue | $2,410,580 | $2,229,150 | +8.1% |
| COGS | $1,542,770 | $1,471,240 | +4.9% |
| Gross Profit | $867,810 | $757,910 | +14.5% |
| Operating Expenses | $576,290 | $527,860 | +9.2% |
| EBITDA | $291,520 | $230,050 | +26.7% |
| D & A | $74,000 | $68,500 | +8.0% |
| Interest | $31,200 | $36,400 | -14.3% |
| Net Income | $186,320 | $125,150 | +48.9% |
One weekly signal per Strategic Objective. Sourced, dated, actionable.
Gross margin at 36.0%, above the 34.0% floor. Bulk-purchasing discipline is holding. Next decision: Portland trip approval before May 15.
5.2 weeks runway, below the 8-week operator comfort zone. Q2 focus: convert $42K in slow-pay AR before June 30. Accounts named in the coaching queue.
Revenue per employee at $134K. Path to $145K by EOY requires one process standardization; job description rollout scheduled July.
Interest at 1.3% of revenue, down from 1.6%. On pace for debt-free by Q4 2027. Refi discussion scheduled with banking relationship in October.
The tools are already doing their jobs. VITAL Suite connects them so you stop tabbing between five apps to answer one question. Your data stays in your accounts — we read, never store.
Revenue, expenses, gross margin, EBITDA. Synced nightly, rendered across T12M, T90D, T30D, and YTD.
Headcount, revenue per employee, labor cost, overtime, turnover. Labor economics next to the financial ones.
Deal stages, lead sources, conversion, forecast. GoHighLevel or HubSpot; sales momentum and margin health on one surface.
Vision, objectives, metrics. Built with Rich in a 2-day workshop. Open in the same tab as the numbers.
One signal per Strategic Objective, every week. Sourced, dated, built for decisions.
Rich meets you quarterly for continuity and yearly for a 2-day assessment. The dashboard keeps the signal visible between sessions.
Research says 90% of strategic plans never get executed. VITAL Suite is the difference between planning and doing.
Connect QuickBooks, Gusto, and your CRM (GoHighLevel or HubSpot). Five minutes each. Your data stays in your accounts. You own it; we read it. Tonight your business vitals populate.
Every week, one insight gets flagged. Sourced from your live data, tied to your Strategic Objectives. You stop wondering which fire to fight. The dashboard points.
Rich meets you quarterly for a continuity call and yearly for a 2-day assessment. The dashboard keeps the signal visible between sessions. Strategic objectives stop being a PDF and become something you track.
I'm Rich Turner. I built the VITAL Suite because I was coaching business owners to run on real data. I needed the same thing for myself. QuickBooks alone wasn't getting me there. I wanted to know at a glance how healthy my business was.
I needed to see my month-over-month sales. My close rate. Who I needed to talk to this week. How my margins were trending.
The dashboard is how I manage my business. I'd encourage you to give it a try.
Try it for 30 days. Cancel anytime.
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