sales CRMFeaturesThe director's screen shows what each location earned, its margin, how many patients it needs to break even and how the month will close. No waiting for the monthly accounting export.
A P&L (profit and loss statement) is revenue minus costs for a period. For a clinic or care home, what matters is the P&L of each location. A chain's overall profit can hide a site that's losing money.
Usually an accountant puts the P&L together once a month, and the director sees results 2–3 weeks after month-end. In 95sales CRM, revenue is already there, built from charges and payments. So the P&L updates as the month goes.
| Metric | What it means for the director |
|---|---|
| Revenue by location | What each site earned |
| Costs and profit | What's left after payroll, rent and taxes |
| Margin | Which site earns more efficiently |
| Occupancy | How full your beds or specialists' schedules are |
| Break-even point | How many patients or occupied beds you need to break even |
| Month-end forecast | How the month will close at the current pace |
| Shared cost allocation | What share of office, marketing and management costs each site carries |
| Taxes, subscriptions, payroll | Fixed costs by month |
You can drill down from any total to specific charges and payments.
Shared costs don't belong to a single site: the office, accounting, brand advertising, management. If you don't allocate them, locations look more profitable than they are. 95sales CRM allocates shared costs across locations, so each site's P&L shows its real profit.
Say a chain runs three rehab centers and one head office. Before allocation, all three are in the black. After office and advertising costs are allocated, the third center is close to zero. The break-even point shows how many patients it's short.
The P&L is built month by month for a year, current or previous. Report rows: revenue (client payments, cash basis), payment processor fees, other income, total income; expenses by category group, salaries from the payroll sheet and subscriptions; and finally profit and profitability for each month.
| What's in the monthly P&L | Why it matters |
|---|---|
| Category groups | Expense categories roll up into groups, like categories and subcategories in Finmap; a group expands to its categories, and a click opens the expenses themselves |
| Projects | The project filter shows income and costs for a service line, client or location |
| Profitability | Profit ÷ income for each month, so you see which months the business runs most efficiently |
| KPIs and charts | Income, costs and average monthly spend, profit, best month; profit bars by month and a "Where the money goes" pie chart |
| Excel export | A pnl-YEAR.xlsx file for the owner, accountant or bank |
With a project filter on, payroll and subscriptions aren't included, since they have no project. Bank transactions get into the P&L through bank statement import, from any bank as .xlsx or .csv, or from Finmap. The same categories drive budget vs actual, a monthly budget with variances, while the management balance sheet shows cash, client debts and liabilities as of today.
Besides the P&L, finance shows where the money is right now: the bank account, "Acquiring · terminals", and site and office cash desks. Transfers between cash desks, cash collection and cash counts with discrepancies are all kept in the CRM. More in payments and debts.
The finance team gets a spreadsheet-style cash view with one row per location: cash and card income, expenses, cash handed over and the balance. It switches between a day, a month (days × locations) and a single location's sheet. Day expenses are entered row after row, the way people are used to in Excel.
Any report can be sliced by location, direction and business (brand) with one button next to the period. Tiles, charts and lists recalculate, and access never widens beyond the role. Any section exports with one button: a list to Excel or PDF, a report to PDF as it looks on screen, signed with who generated it and when. Every export goes into the audit log.
Stripe and Wise transactions are imported automatically. You can allocate transactions in bulk, set payer rules and split one payment across several clients. Stripe payouts are matched against incoming Wise transfers. For other accounts, transactions are entered manually or imported from a statement. National Bank of Ukraine (NBU) exchange rates load automatically, which helps when part of your money comes in dollars or euros. By default, these banking features are turned on for agencies.
If you own several businesses, the holding view gives a summary of monthly totals and a PDF for the CEO and CFO. Metrics like average check, LTV and revenue per bed are in analytics and in the guide to clinic KPIs and unit economics.
Payroll is usually the biggest cost line for a clinic or care home, so it's calculated in the CRM rather than copied from someone else's spreadsheet. The payroll sheet follows a simple formula: base salary + percentage + bonus − deductions. A doctor's percentage is calculated from their services marked in appointments. Payroll sheets and payslips export to PDF. More in payroll.
Payroll lands in the P&L by month along with taxes and subscriptions, so you can see how payroll's share of revenue changes at each location.
If an owner runs several businesses in separate CRMs, the holding view pulls their monthly totals into one summary, without patient or client records. There's a PDF report for the CEO and CFO. Access to finance is role-based: the CFO and CEO see everything, and a regional manager sees only their own sites.
You pay nothing and owe nothing.
We discuss a subscription only if you want one after the demo. The price is known before you start.
FAQ
Yes. 95sales CRM builds a P&L for each location: revenue, costs, profit, margin and break-even point, with shared costs allocated.
It's the expected result for the month at the current pace of charges and payments. It tells you whether a location will hit its plan before the month closes.
Only Stripe and Wise are imported automatically. Transactions on other accounts, including Ukrainian banks like Monobank and PrivatBank, are entered manually or loaded from a statement file.
No. The CRM gives the director management accounting and a P&L. Bookkeeping and tax accounting are done separately.
In the CRM, shared costs (office, advertising, management) are split across locations equally, by revenue, by beds or manually, and each location's P&L shows profit after those costs.
Yes. The monthly P&L exports to Excel as one file per year, with category groups, profit and profitability.
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