MSA Reporting Platform

Dashboard

Overview of your MSA reporting activity

Total Receipts

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0 draft · 0 sent

Total Reports

—

0 draft · 0 sent

Uploaded Files

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Source documents

Distribution List

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Active recipients

Recent Receipts

View All →

Recent Reports

View All →

Receipt Details

Receipt Number

Period

Month

Receipt Date

Debit Date

Status

Management Services

Description	Qty	Rate	Amount

Total Due: $0.00

Notes & Terms

Notes

Payment Terms

Report Details

Report Type

Period Start

Period End

Report Title

Prepared By

Executive Summary

Bottom Line

Summary Detail

Key Performance Metrics

Gross Revenue

Net Sales

Gross Profit

Gross Margin %

Net Income

Net Margin %

Monthly Revenue Performance Collapse

Month	Hourly Services	Bad Debt	Net Sales	Net Income

Cost Structure — COGS Collapse

Category	YTD Amount	% of Revenue	Status

Cost Structure — Operating Expenses Collapse

Category	YTD Amount	% of Revenue	Status

Owner Distribution Analysis Collapse

Member	Interest %	YTD Distribution

Management Services Delivered

Strategic Management & Financial Oversight

Operational Oversight & Process Improvement

KPI Tracking & Performance Analytics

Recommendations & Action Plan

Forward Outlook

Revenue Target

Expected Growth Rate

Target Net Margin

Expected Net Income

Strategic Initiatives

Upload Source Document

Document Category

Reporting Period

Filter by Category

📁

Drag & drop files here or browse

PDF, XLSX, PPTX, DOCX, CSV — select category above before uploading

Source Document Schedule

Category	Frequency	Format	Used In
L10 Scorecard	Weekly	PDF	Monthly, Quarterly, Annual Reports
Museum Walk Dashboard	Monthly	PPTX / PDF	Monthly, Quarterly Reports
P&L Statement	Monthly	PDF	Monthly, Quarterly, Annual Reports
Employee Retention Data	Monthly	XLSX	Monthly, Quarterly Reports
Power BI Billing Report	Monthly	PDF	Monthly Reports
Domain Overview Report	Quarterly	DOCX / PDF	Quarterly, Annual Reports

Email Distribution List

52nd Street Capital Group — Management Services Agreement Reporting

Management services agreement reporting system for 52nd Street Capital Group. Generates structured invoice receipts and financial reports (monthly, quarterly, annual) with revenue, COGS, operating expenses, payroll, and auto-calculated trial balances. Supports file uploads for supporting documentation and email distribution to configured recipients.

Features

Dashboard with receipt, report, and file counts
Invoice receipt creation with auto-numbering and line items
Monthly, quarterly, and annual report generation
Revenue, COGS, operating expenses, and distribution tables
Payroll tracking (W-2 count and processor)
Auto-calculated trial balance with imbalance warnings
Document upload with drag-and-drop
HTML preview and print-ready output
Email distribution to configured recipient list

How to Use

Sign in with your email and password.
Use Create Receipt to generate a new invoice. Select the period, add line items, and save.
Use Create Report to build a financial report. Enter revenue, expenses, and payroll data. The trial balance calculates automatically.
Upload supporting documents in the Files tab using drag-and-drop.
Use Preview to review formatting before finalizing.
Configure email recipients in Settings, then mark reports as Sent to distribute.

Report Types

Invoice receipts (1st–15th and 16th–End periods)
Monthly MSA reports
Quarterly MSA reports
Annual MSA reports

Note: Trial balance must be balanced before a report can be finalized. Status flow: Draft → Sent → Archived.

52ND STREET CAPITAL GROUP