KeyMetriq for Owners and Founders

Chapter 01

Revenue from real sales, not estimates

Your analytics are measured from your actual sales data, not third-party estimates. Refunds are part of the picture from the start, so the revenue you see is the revenue that actually stayed.

Example:When a $1,200 coaching package sold through Stripe gets refunded a week later, Marcus in Denver sees his June number adjust automatically, not at tax time.

Chapter 02

Drill any number to the orders

Every figure on every chart is a door, not a decoration. Click a KPI tile and the list that opens is built from the exact same definition as the number itself, so the list and the count can never disagree. Click a revenue spike, see which customers and orders produced it, then step into the full profile behind any of them.

Example:A $6,300 Tuesday spike turns out to be fourteen orders from a single webinar link, and Jordan finds that out in two clicks.

Chapter 03

Your week, briefed every Monday

Turn on the weekly digest and every Monday an AI-written summary of your week arrives by email, Slack, and in-app: revenue against last week, expenses, unpaid invoices, new customers, and subscription changes. It reads like a note from a sharp operations manager, not a dashboard export. You start the week already knowing where you stand.

Example:Dana at Brightwood Candle Co. reads Monday's digest on her phone: revenue up $2,150 on last week, two invoices still unpaid, eleven new customers from the fall launch.

Chapter 04

Alerts only when something looks off

Turn on anomaly alerts and a daily watchdog checks your business for revenue drops, refund spikes, invoices overdue past 90 days, unusually large expenses, and high-value customers who churn. Detection runs on plain deterministic rules, then AI phrases each finding with a suggested next step. On a normal day, you hear nothing at all.

Example:Nate at Harbor Lane Outfitters gets one Thursday alert: refunds hit $1,860 this week, three times his usual, with a suggestion to check the sizing chart he changed on Tuesday.

Chapter 05

Your bank balance, six months ahead

Turn on the cash-flow forecast and KeyMetriq projects your bank balance up to six months out from what is already known: contracts, salaries, loans, taxes, and open invoices. It shows the lowest point your balance is projected to reach and the first week that would dip below zero, while there is still time to do something about it.

Example:Tessa at Juniper & Main sees October's projected low of $4,300 back in July, moves one annual software renewal, and the dip never happens.

Chapter 06

Ask your money anything

Type a question the way you would ask a CFO: what did we spend on software last month, which invoices are still unpaid, what has this customer bought from us. The assistant answers from your live data, from any page in the app, and reads a short business profile you fill in once (KeyMetriq drafts it from what it already knows about your products, platforms, and projects), so the answers fit your business, not a generic one.

Example:Elena asks which clients still owe her money and gets the three unpaid invoices, $8,450 in total, without opening a single report.

Chapter 07

Every seat sees exactly what it should

Nine roles map onto 25 granular permissions, with asymmetries that match how businesses actually work. Support sees full purchase history but zero revenue dashboards; marketing sees revenue but not individual purchases; a read-only viewer seat gives an advisor or co-founder the whole picture without the keys; a guest call moderator sees one room and nothing else. Pages a role cannot use are hidden, and the boundary is enforced on the server, not just in the interface.

Example:Priya gives her advisor the viewer seat: he reads every number in the Monday meeting and cannot change a single one.