Calculate Your Key Revenue Metrics with Our FREE Excel Tool
Unlock Financial Clarity: Free Excel Tool to Track Revenue, Rates & Growth
Understanding your firm’s revenue is essential for making informed business decisions. Our free Excel spreadsheet helps you quickly calculate critical metrics like your average blended rate, client spend, and revenue growth over time—giving you the insights you need to assess profitability and efficiency.
Whether you’re tracking trends or identifying opportunities for improvement, this tool provides a clear, structured approach to your data. It’s designed for firms that aren’t using Smart Kx yet but want a simple way to analyze their billing and revenue performance.
Download it now and take the first step toward greater financial clarity and smarter fee management.
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Advisors, stop stressing over billing calculations
Are calculations correct?
Incorrect calculations could inadvertently breach fiduciary duty to clients.
Can I explain these calculations?
Be confident that these public-facing documents won't ever come back to haunt you.
Are the calculations transparent?
Be clear and transparent in the way fees are paid for your client accounts.
Don't leave your fees to chance!
Reach out today for a comprehensive review, and ensure your agreement is as robust and error-free. Secure your peace of mind with our expert validation service.
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