P&L Dashboard
Revenue, expenses, and profit across your business — and which lead vendors actually pay off.
Expenses by bucket
Profit by lead vendor
Lead vendor performance
| Lead vendor | Leads | Sold | Spent | Revenue | Profit | ROI |
|---|
Follow-ups due
| Name | Product | Status | Due |
|---|
Expenses
Receipts from your email automation land here to file into buckets and vendor accounts.
Leads
Your NextGen / Benepath leads — tag each to its vendor so revenue ties back to the P&L.
| Name | Product | Status | Lead vendor | Cost | Commission | Follow-up |
|---|
Vendor accounts
Vendors live inside buckets. Lead vendors (NextGen, Benepath) sit in Lead Expenses.
| Vendor | Bucket | Receipts | Total |
|---|
Settings
Email-to-receipt
Receipts emailed to receipts@tampa-benefits.com appear in Expenses with a photocopy. Hit Refresh to pull the latest.