Hipson Investments · internal
Sample — illustrative dataPartner dashboard
What Michael and Justin see when they open the book: the revenue goal, the eight lines, and where cross-sell is actually happening. The structure is real — from the firm's operating chart. The monthly figures on this page are sample numbers for the demo, not reported results.
Monthly revenue goal, by year
Goals from the operating chart. The orange bar is this month's sample run-rate.
The book, line by line
Ownership and splits from the operating chart. Month-to-date figures are sample data.
| Line | Serves | Lead | Split | MTD · sample | Open cross-sells · sample |
|---|---|---|---|---|---|
| Employee benefits | Group business | LLC | 50 / 50 | $14,900 | 6 |
| 401(k) plans | Businesses | MH | 100 MH | $7,300 | 4 |
| Investment management | Individuals & plans | MH | 100 MH | $6,100 | 3 |
| Life insurance | Individual & group | MH·JB | 50 / 50 | $4,400 | 5 |
| Annuities | Retirement income | MH·JB | 50 / 50 | $3,200 | 2 |
| Disability insurance | Income protection | MH·JB | 50 / 50 | $1,800 | 2 |
| Medicare supplements | 65+ | JB | 100 JB | $2,600 | 7 |
| Individual health | ACA & individual | JB | 100 JB | $900 | 1 |
MH — Michael Hipson · JB — Justin Boulet · LLC — Hipson Investments LLC. Fractional CFO services (100% LLC) will appear here when the line opens.
Cross-sell & referral flow
Each relationship is an opportunity: a need spotted in one file becomes a conversation on another line. Sample month.
The most common paths this sample month: employee benefits → 401(k), Medicare → annuity, and group life → individual life. More value for clients. More growth for the firm.
One brand · One client · One strategy · One goal
Grow revenue. Grow impact.