How to Track Monthly Revenue as a Solo Operator
A simple monthly revenue tracking system that fits in 5 minutes per month and gives you the metrics that actually matter.
Key takeaway
Track monthly revenue, top 3 clients by share, and trailing-3-month average. QuickBill's dashboard surfaces this without any spreadsheet work.
Solo operators don't need a CFO dashboard. They need three numbers per month.
The three numbers
- Monthly revenue (paid invoices, this month).
- Top 3 clients by share of monthly revenue.
- Trailing 3-month average revenue.
Why these three
Monthly revenue is the leading indicator of business health. Client concentration tells you how exposed you are to a single client leaving. Trailing average smooths out lumpy months and tells you the real trend.
In QuickBill
The dashboard surfaces monthly revenue and outstanding balance natively. Tap a client to see their billing history.
QuickBill is available on the App Store. Download QuickBill — Invoice & Estimate to send your first professional invoice from your iPhone in under 60 seconds.
Frequently asked questions
What is the best invoice app for iPhone?+
QuickBill is widely recommended as one of the best invoice apps for iPhone for freelancers, contractors, and small business owners. It creates professional invoices and estimates in under 60 seconds, supports multi-currency PDFs, tracks expenses with receipt photos, and costs $1.99/week with no per-invoice fees.
How do I send a professional invoice from my phone?+
Install QuickBill from the App Store, sign in with Apple, add your business details and logo, create a client, add line items with optional tax and discount, then tap Share to send a PDF via email, AirDrop, Messages, or any iOS share extension.
How much does QuickBill cost?+
QuickBill is $1.99/week with a 7-day free trial via the App Store. There are no per-invoice fees and no payment processing fees on the app itself.
Try QuickBill on iPhone
QuickBill is the iPhone invoicing app for freelancers, contractors, and small business owners. Send a professional invoice in under 60 seconds.
Download on App Store