Live via Zapier
Revenue Overview
All three streams — Academy, Coaching & Agency — consolidated
Last updated: just now
Total revenue
£0
↑ 0%
vs forecast
Net profit (your take)
£0
↑ 0%
after rev share
Forecast target
£0
● 0% achieved
current period
Pipeline to close
£0
↑ 0 deals
active opportunities
Actual vs Forecast — Monthly
Whop + FanBasis
Actual Forecast
Stream breakdown
Stream Actual Forecast %
Academy Stream — Just Do Sales Community
60% rev share
Subscription Forecasting
Monthly & Annual plans
Monthly subs (£99/mo)
Annual subs (£799/yr)
Monthly churn rate %
New members / period
Gross revenue£0
Rev share deduction (40%)-£0
Your net (60%)£0
Academy Performance
MRR
£0
ARR
£0
Lifetime val
£0
Academy target vs actual progress
Actual: £0 Target: £4,000
Monthly target (your net £)
1-1 Coaching — Personal Programme
100% profit
Deal Forecasting
£2,000 – £4,000 per client
£2k deals
£3k deals
£4k deals
Pipeline deals
Avg close rate %
Closed revenue£0
Pipeline expected value£0
Your net (100%)£0
Coaching Performance
Deals closed
0
Avg deal value
£0
Annual run rate
£0
Actual: £0 Target: £8,000
Monthly target £
Just Do Sales Agency — Client Revenue
Custom rev share per client
Agency master summary — all 5 clients
Total agency revenue
£0
Your net (fees + share)
£0
Active clients
5
Avg rev share %
0%
Annual Forecast Planner
12-month revenue plan — all streams
Edit cells to adjust monthly targets
Month Academy target Coaching target Agency target Total forecast Actual (live) Variance Status
Annual total £0 £0 £0 £0 £0 £0
Zapier Integration Setup
W
Whop → Dashboard (Academy + Coaching)
Whop has a native Zapier integration with a "Payment Succeeded" trigger. Set up one Zap per revenue stream.
1
In Zapier, create new Zap — trigger: Whop → Payment Succeeded
2
Add a Filter step — check the product name/plan to route to Academy or Coaching
3
Add a Formatter step to apply your 60% rev share to Academy payments
4
Action: Webhooks by Zapier → POST to this dashboard's data endpoint
5
Repeat with a second Zap for Coaching deals (no deduction needed)
F
FanBasis → Dashboard (Agency clients)
FanBasis has a "New or Recurring Sale" trigger in Zapier — use this to feed agency client payments into each client sub-sheet.
1
Create Zap — trigger: FanBasis → New or Recurring Sale
2
Filter by client name/product to identify which agency client
3
Add Formatter to calculate your rev share % for that specific client
4
Add retainer fee to the calculation as a fixed monthly amount
5
POST to dashboard — data auto-flows to master summary