Enter YTD figures from your Xero Profit & Loss (Accrual) report. All figures in AUD. YTD = cumulative from 1 July of the current financial year.
Period
YTD Trading Income
YTD Costs & Profit
This Month Only
Balance Sheet · Key Figures
Owner Dependency & Strategic
CloudKonnect Pty Ltd · Rob Morgan, Director · Financial Year 2026
Freedom Business™ Summit Dashboard
Your climb from where you are today to the Summit — $2M revenue, $600K net profit, 90%+ recurring passive income. Five Basecamps. One Summit. Then — investors. Let's climb.
☁️ CloudKonnect · Freedom Business™
The Summit is in Sight
Every month we climb higher. Every system we build, every client we serve, every recurring dollar we earn — it all brings us closer to the life we're building together.
⛰ Summit 2030 · Countdown
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Next Milestone
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What This Means · Plain English
A simple summary of where we are — for anyone who doesn't live in spreadsheets
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The Freedom Vision · December 2030 & Beyond
Full-time travel. $2M/yr in revenue. $600K net profit. 90%+ passive recurring income. A business that runs without Rob. A legacy that lasts beyond him. Every decision we make today is a step toward this.
$2M Revenue$600K Profit90%+ PassiveFull-Time TravelOwner-IndependentLegacy Business
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Current Position · FY2026 Year to Date
All figures YTD accrual · Annualised run-rates from 8 months elapsed
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The Summit Journey · 5 Annual Basecamps to Freedom
Every basecamp closes 31 December · Summit reached December 2030 · Investor Phase 2031–2033
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Monthly Performance · FY2026
Month-by-month P&L summary — update via "Update P&L" above
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Revenue Mix · Pillars & Recurring Split
YTD breakdown by business pillar and income type
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Balance Sheet Snapshot · As at 31 May 2026
Business financial position — equity, cash, liabilities & Director loan status
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Sales Pipeline · Open Deals
Active opportunities across all pipelines — synced 4 May 2026
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Client Growth Goal · The Number That Drives Everything
At $13,963 average revenue per client per year — target 2 new clients per month and we hit 83 clients by Jan 2028
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ATO Integrated Client Account · Daily Transfer Tracker
$290/day transferred to ATO holding account — builds reserve for monthly IAS and quarterly BAS
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Freedom Business™ Health Check · Strategic Metrics
Key ratios and indicators for a scalable, owner-independent business
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Aged Receivables & Payables
Outstanding debtors and creditors by age bucket — import from Xero via PDF
📥 No data yet — click ⬆ Import PDF and select your Xero Aged Receivables report
📥 No data yet — click ⬆ Import PDF and select your Xero Aged Payables report
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Cash Summary
Opening balance, money in/out, closing balance by account — import from Xero via PDF
📥 No data yet — click ⬆ Import PDF and select your Xero Cash Summary report
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MRR Tracker · Monthly Recurring Revenue
Passive income engine — the $ that arrives every month without Rob lifting a finger
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Client Retention & Growth · Churn Dashboard
New clients won vs lost — net growth trend toward the 90+ client Summit target
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Revenue Per Client · ARPU Tracker
Average Revenue Per User — scale revenue without adding headcount
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Subscription Health · Subscription Management & Chargebee
Active subscriptions, seat counts, and margin health across Google Workspace, M365 & Backupify
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Division 7A · Director Loan Summary
Loan balances and remediation options — discuss timing with Shellharbour Accounting
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Next 90 Days · Sprint Focus
The three lanes that matter most this quarter — Revenue, Systems & Operations
⬆ Import Xero PDF
Drop any Xero report PDF here — the dashboard auto-detects the report type and updates instantly. Supported reports shown below.