Numbers with receipts.
Revenue per school, cash-basis profitability, receivables, and expenses — computed from verified records and exported through an audited path. Portfolio rollups stay confidential by policy. And behind every figure sits an append-only audit trail of how it got there.
crest / reports / profitabilitySchool profitability · cash basis
export · audit-logged
| School | Revenue | Margin | 6 mo |
|---|---|---|---|
| San Pedro Colleges of Mindanao | ₱1.42M | 58% | |
| Sacred Heart College of Lucena | ₱860k | 51% | |
| Holy Trinity Academy of Laguna | ₱512k | 46% |
Portfolio rollups are confidential — MRR/ARR, cash net revenue, and top-school rankings stay with Owner and Administrator.
role-gatedConfidentiality is a policy, not a checkbox.
Company-wide portfolio and P&L narrative metrics are visible to Owner and Administrator only — deliberately narrower than finance.read. Finance specialists keep their operational records and exports; the executive rollups don't travel with them.
Confidential surfaces · Owner & Administrator
- Portfolio MRR / ARRrole-gated
- Cash net revenuerole-gated
- Portfolio expected billingrole-gated
- Revenue per studentrole-gated
- Top-school revenue rankingsrole-gated
- Portfolio financial summariesrole-gated
School-level commercial and finance values remain available wherever a user's record permissions allow them.
The trail behind the numbers.
Every mutation writes a structured audit entry. The workspace trail is immutable — a guard in the database itself, not a convention.
- Append-only
- Database guards reject updates and deletes — even for Owners
- Structured
- Actor, workspace, entity, action, timestamp, selected changed values
- Searchable
- Filter by person, module, entity type, action, and time
- Two views
- Full trail for audit.read holders; self-only view for every role
Exports with a paper trail.
Revenue and profitability CSVs are generated server-side, permission-checked, and audit-logged — the same discipline as statements of account.
Server-side generation
No client-side export path touches financial data.
Permission-checked
Page and export share the same authorization gate.
Event-logged
Every export writes an audit event with actor and time.
That's the full platform map — see how the security model holds it together.
See Crest on your own portfolio.
A working session with your numbers: schools, subscriptions, receivables. We'll set up a workspace and walk your lifecycle end to end.
Invitation-only · Onboarding guided by the team that built it