Jacob A. Douglas, MBAFinance & Operations

THE OWNER’S NUMBERS / ABOUT 5 MINUTES

Client Mix Check

If one client stepped away,
how much of your revenue would go, too?

Free. No signup. Your entries stay in this page. It does not connect to your books.

Use the same dates for every number

This is a made-up example. Add your own numbers.

01 Choose the dates and total

Revenue is money earned before costs. Use the revenue in your books for these dates, not just payments received. Leave out sales tax. Count refunds and credits the same way in each entry.

02 Add your biggest clients

Start with the clients that bring in the most revenue. Use labels like Client A, with no real names. Count each client once. Leave a whole row blank to skip it, or enter 0 for no revenue.

If you leave out clients, we can only compare the ones you add. A missing client could be your biggest.

03 Try a change. Set a goal.

100% means all of their revenue stops; 50% means half. This checks revenue only. It does not work out costs, profit or when money arrives.

For example, 25% means $1 of every $4 in revenue. Pick a goal above 0% and up to 100%. The example is not advice; no one share is safe for every business.

The result changes as you type. Save a copy if you want to keep it.

What this plan can tell you.

This uses past revenue to test what could change. It does not predict the future or check your contracts. It cannot tell if clients will stay, if clients are linked, or if new leads will become paid work. It does not check work hours, costs, profit, tax or payment dates. Having more clients does not, by itself, mean the business is secure or makes a profit.

The goal keeps revenue from your biggest listed client the same, then adds revenue from other clients over a similar length of time. It does not include the loss you tested above. Putting all the new revenue with one client could leave you relying on that client instead.

See how the math works

Each client’s share = their revenue ÷ total revenue × 100. For the biggest 3 clients, we add their revenue first. If you list fewer than 3, we use all of them.

Revenue you could lose = the client’s revenue × the loss percentage ÷ 100. Revenue left = total revenue − revenue you could lose.

More revenue needed = biggest listed client’s revenue ÷ (your goal percentage ÷ 100) − total revenue, with a minimum of zero. That client’s revenue stays the same. Client revenue uses cents. We round the results shown to cents.

Use this as a planning guide. Check your records and estimates before you act. Read your saved plan before you share it.

WHEN YOU WANT TO KEEP AN EYE ON IT

Keep the whole business in view.

If you want help checking the numbers as things change, let’s talk through your next move.

Talk with Jacob

Your inquiry won’t include these entries. Agree on a safe way to share records first.

Check the project, too

What will the job leave after costs?

Will the client pay before the bills are due?

See all free tools