Profit First Quick Calculator
Profit First, Without the Spreadsheet
We all love spreadsheets, but every once in a while, it's great to be able to get some quick data that helps you make a fast assessment. We built this for fast computation. Here's how it works: plug in revenue and COGS and get instant, tier-based targets for Profit, Owner’s Pay, Tax, and OPEX (monthly or annual), plus a 2×/month transfer guide. This should help bring quick clarity for operators. Privacy note: your numbers never leave this page—nothing is stored, emailed, or saved anywhere. We don't look at it or want to know it. We just want you to have a great tool that does fast, clean work.
Profit First, Without the Spreadsheet
Plug in revenue and COGS and get instant, tier-based targets for Profit, Owner’s Pay, Tax, and OPEX—switch between Monthly and Annual, plus a twice-monthly transfer guide. It’s fast clarity for operators who hate busywork.
Privacy: Your inputs never leave this page. We don’t store, email, or send them to any server—no database, no nothing.
1 Enter Your Numbers
2 Select Your Target
3 Plan Transfers
4 Next Actions
Tip: You can paste numbers with $ and commas—we’ll clean it up.
We’ll cap COGS at Gross if it exceeds it.
Real Revenue: —
Selected: —
Profit —% · Owner —% · Tax —% · OPEX —%
Sum: 100%
Allocations must total 100%.
If you tweak targets, revisit quarterly as your tier changes.
Show Profit First Target Allocation Table
| Real Revenue | Profit | Owner’s Pay | Tax | OPEX |
|---|
Twice-Monthly Transfer Guide
Move ~50% of your monthly target on the 1st and 15th.
Download CSV of these results
CSV reflects the current “Annual/Monthly” view and your active targets.
Where to go from here
- Put these targets into your banking setup (separate accounts).
- Schedule 1st & 15th transfers to build the habit.
- Review allocations quarterly as you grow tiers.
Reminder: Your inputs never leave this page. We don’t store, email, or send them anywhere.
Call Fidelis.
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