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.
When a doctor checks your vitals, they look at a short list of specific things. Pulse. Blood pressure. Temperature. Oxygen. Together those numbers tell the doctor whether you're healthy.
When you check your business vitals, you look at a short list of specific things, too. VITAL Suite knows what they are, keeps them live, and puts them one glance away.
Research says 90% of strategic plans never get executed. VITAL Suite is the difference between planning and doing.
Connect QuickBooks, Gusto, and HubSpot. Five minutes each, OAuth. 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.
Your data stays in your accounts. We read, never store.
The tools are already doing their jobs. VITAL Suite connects them so you stop tabbing between five apps to answer one question.
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. Sales momentum and margin health on the same 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.
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.
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.
Provoking thought. Inspiring growth. Helping leaders gain clarity, achieve focus, and master execution.
We don't publish a testimonial without written consent from the client who said it. Three are in the approval queue right now.
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