Live operating view
Command Centre
A cleaner daily view of cash, scheduled field work, quote follow-up, and lead performance.
Total Revenue
$5,381.20
Cash collected to date
Total Expenses
$2,935.80
Materials and job costs
Net Profit
$2,445.40
Revenue minus total costs
Outstanding Debt
$17,740.80
Balance due on active jobs
Field Work
Site visits and installs that need attention.
Upcoming Site Visits
0 bookedNo upcoming visits scheduled
Create a lead and book a site visit to keep the field calendar moving.
Active Installs
3 in progressHarper timber paling progress claim
In Progress
Collins Colorbond boundary and gate
In Progress
Walker front slat fence and gates
In Progress
Pipeline Focus
Quotes that can turn into revenue fastest.
Stale Quotes
2 need follow-upQ-DEMO-1004 · $4,134.46
Needs Follow Up
Q-DEMO-1002 · $4,277.46
Needs Follow Up
Draft Quotes
1 waiting to sendQ-DEMO-1001 · $7,172.66
Draft
Intelligence
Cashflow, lead volume, and source quality.
Cashflow
Revenue and expenses over 30 daysNo cashflow data yet
Revenue and expense movement will appear once jobs are invoiced and paid.
Lead Source Performance
Where enquiries are coming from and how they convert.| Lead Source | Inquiries | Won | Win Rate | Pipeline Revenue |
|---|---|---|---|---|
|
Phone
|
1 | 0 | 0% | $0.00 |
|
Referral
|
1 | 0 | 0% | $0.00 |
|
Website
|
2 | 1 | 50% | $0.00 |