Your business, your goals, and your everyday essentials.
Dashboard
Today's Activity
Based on your editable daily targets
Quick activity entry
Record your conversations and other activity without leaving the dashboard. All changes save automatically.
Reports
Review your conversations, appointments, deals and revenue without losing the detailed activity recaps.
Performance Summary
Activity counts come from your Daily Activity entries. Transaction counts and commission totals come from your Revenue records. Missing data is shown as zero—not inferred from other activities.
Activity log
Your saved daily results and explanations, grouped by date. Tap a date to edit it.
Daily activity
Enter results and notes under each activity. Notes are saved for the selected date. Daily and monthly minimums are editable directly inside each activity card; leave a minimum blank for N/A. An empty result displays 0; enter a number to record the activity. If no minimum is set, 1 counts as reached and anything above 1 counts as over target.
Optional conversation notes
Use this log for names or details if useful. Entries do not add automatically to your Conversations number, so you stay in control of the daily count.
| Date | Contact | Category | Follow-up | Notes |
|---|
Monthly summary
Automatically calculated from daily entries and compared against your editable monthly minimums.
All activity metrics
Monthly activity recap
Like your spreadsheet’s SPIEGA column: each activity’s total and explanations from the notes you enter during the month. Add a separate editable monthly recap when useful.
Daily breakdown
Yearly summary
Linked automatically to January–December.
All activity metrics
Annual activity recap
Yearly totals linked to every month. Expand an activity to review its monthly explanations; add your own annual commentary.
Monthly breakdown
Revenue · Real Estate + DBC Media
Real Estate commissions remain linked to your Goal Planner. DBC Media and historical income are combined only in Total Revenue.
Combined monthly revenue
How the total is calculated
Total Revenue · Monthly breakdown
Real Estate + DBC Media + historical other income, month by month.
Historical reconciliation
Total Revenue excludes unpaid DBC invoices and Real Estate pipeline. Real Estate is based on recorded closed commissions, which may already include certain fees. The operating balance is an estimate, not verified taxable income.
DBC Media · Monthly income
Monthly paid amounts, matching your spreadsheet. Unpaid invoices do not increase revenue.
DBC Media · Agent payments
Agent name, date, amount received and editable payment method.
| Date | Agent / project | Payment method | Status | Paid amount |
|---|
Commission performance by year
Totals are calculated from transaction rows, not imported spreadsheet TOTAL formulas.
Monthly closed commission
Uses recorded closing dates. Pipeline is not treated as earned revenue.
Transaction ledger
Click Edit to update the status, commission, closing date, payment date, brokerage share, or deductions.
| Client / property | Side / source | Status | Closing | Sale price | Recorded commission | Adjusted est. |
|---|
Clients linked to your saved transactions. A full CRM will be developed separately.
Expenses
Business and Personal in one place. Business costs affect estimated pre-tax profit; personal spending does not.
Business fixed costs & subscriptions
Real Estate and DBC Media · one-time or repeating, with a clear end date or number of payments. Scheduled doesn't mean paid.
The schedule shows upcoming costs; your monthly accountant's table and total business profit use only recorded payments. Use Edit on any expense below to classify it as one-time, fixed, or a subscription. Historical imported expenses remain unchanged until you classify them.
Accountant's monthly category breakdown
Every business expense category across January–December, with monthly and yearly totals. Use the business filter above.
Unassigned expenses remain visible under All Businesses until you classify them. These are bookkeeping totals; your accountant determines deductibility.
Expenses by category
Tax preparation
Categorized spending, separated by business. Review deductibility with your accountant; not every expense is fully deductible.
The exported report includes dates, descriptions, businesses, categories and amounts. Receipts are references only; files are not stored in ViTA.
Bills & subscriptions
All your fixed costs in one place · monthly, quarterly, every 6 months, or yearly. Due does not mean paid.
Quick spending
Record a purchase or payment in seconds. For fixed monthly or annual bills, add a recurring item above first.
Personal spending · January to December
Every category is summarized month by month. Entered payments replace their budget snapshots rather than being counted twice.
Personal budget master · Fixed & variable
Actual vs budget in the selected month. Variable expenses update as soon as you enter a store, station or place.
Personal spending log
Every manually entered purchase or bill appears here. Tracked payments flow to the monthly master and do not duplicate imported budget actuals.
Business expense ledger
Tap Edit to correct a record. Entries sync with your current private workspace and can be exported.
| Date | Description / category | Business | Amount |
|---|
Imported workbook values are kept as recorded. ViTA doesn't determine legal deductibility, tax basis, or tax payments. Historical records should be reconciled before relying on tax totals.
Gym
Your MOS 7.0 program in a simple Day 1–5 list. Tap a day to open its schedule. ViTA remembers the exercise option from your last completed workout.
Workout days
Tap Day 1–5 to see that day's exercises and targets. Only the day you select opens.
Workout log
Record your actual sets, weight and reps. The last completed exercise option will be remembered next time.
Workout history
Past sessions stay available for review and editing.
SPESA
Your permanent shopping list. Orange = need to buy. Tap an item after purchase to turn it grey; it always stays on the list.
New items start orange with quantity 1. Tap the name to toggle orange / grey. Use + / − for quantity. Edit mode lets you rename or remove items.
ViTA Macros
Today's food journal · Your daily nutrition
Daily macro targets
Meals
Edit meal names and add as many meals as needed.
Add food
Choose a food to fill its nutrition automatically. Adjust the portion; your daily totals update as you log or remove foods.
$100K+ annual goal planner
Planning assumptions are adjustable. Historical closings are real; conversion rates must be measured using activity from the same period.
These values save to your private cloud account. The target uses the spreadsheet’s recorded commission amounts. These may already include some deductions; this is not a profit or tax calculation.
Activity → income funnel
This is a goal-setting model, not a guaranteed outcome. Actual conversation conversion rates need dated conversation, appointment and closing records that cover comparable time windows.
Customize activity boxes
Edit field names, definitions, daily/monthly minimums, automatic progress colors, order, and visibility.