PMX

Profit Maximizer

Liz Trotter

liz@coreprofitmaximizer.com

Good Morning, Liz! 👋

Here's what's happening with your business today

Friday, December 12, 2025 • 02:22 AM

Monthly Revenue

$284,750

+6.3%

Net Profit

$85,425

+9.0%

Active Clients

127

+8

Conversion Rate

24.8%

+2.7%
PMX Health Score
Your overall platform completion and performance
75%

Good progress! Keep pushing forward.

5
On Track
3
Need Attention
PMX Modules
Track progress across all business optimization areas
on track

Goal Setting

SMART goals, vision planning, and WIG projecting

Progress85%
Open Module
excellent

KPI Tracking

Daily, weekly, and monthly performance metrics

Progress92%
Open Module
needs attention

Cash Flow & Budget

Monthly cash flow tracking and budget planning

Progress67%
Open Module
on track

Meetings

PMX meeting agendas and weekly check-ins

Progress88%
Open Module
behind

Analyses

SWOT and TOWS strategic analysis tools

Progress45%
Open Module
on track

WIGs & Lead Activities

Wildly Important Goals and lead activity tracking

Progress73%
Open Module
excellent

Lists & Tasks

Client headlines and to-do list management

Progress94%
Open Module
needs attention

Marketing Tools

Paid/unpaid marketing examples and templates

Progress56%
Open Module
Quick Actions
Common tasks and shortcuts to boost your productivity