Search coaching practice management template and every result is a dashboard: revenue by month, sessions by coach, a client count, a capacity percentage against however many clients the coach can hold. A few add a contract-end date column. None asks what happens once two practices post the same revenue and the same utilization, and one holds it across ten staggered retainers while the other holds nearly half of it in one sponsor's contract ending on a single date. A flat percentage cannot tell those two practices apart, and only one of them is actually exposed.
This pack borrows the line public companies already disclose under: ASC 280-10-50-42 requires naming a single customer at 10% or more of revenue, and treats a group under common control as one customer. A sponsor paying for four named seats under one contract is one customer at their combined value, not four separate clients each under the line. The Renewal Tracker flags that row the day it signs, computes a last-call date from the practice's own median enquiry-to-signed cycle, and nets the live pipeline against it using each enquiry's own projected close.
Marsh Leadership Coaching runs $10,100 a month at 83.3% of a deliberately set 24-session ceiling. Voss Retail Group's four-seat cohort is 43.6% of that, ending 30 September; six staggered individual retainers make up the rest, each under the 10% line alone. Two open enquiries project to close in time; a third misses by one day on its own source's median. Even in the best case, $2,500 a month and four of the freed eight sessions go unreplaced. Run the engagement itself on the coaching engagement pack.
Coaching Practice Management Template