Updated 12 min ago
Sample numbers
November revenue so far
Example: day 14 of 21
$318,400
of $460,000 target · 69%
Yellow line = where we should be today
Ahead by $11,700
On pace for
$477,600
by 30 Nov
Today's number
$21,850
23 jobs done
Gross profit
45.1%
$143,600 · bars by department below
Net profit
14.8%
October, from Xero
Jobs completed
312
This month
Average ticket
$1,020
Per completed job
Quote win rate
62%
Quotes won this month
Cash collected
$301,200
Stripe and bank
Departments
Revenue this month and GP against each bar
Electrical Service
$171,900
GP 48.1% · bar 45%
Above bar
AC installs
$78,400
GP 38.6% · bar 40%
Below bar
AC repairs and maintenance
$33,900
GP 49.2% · bar 45-50%
Above bar
Projects
$34,200
GP 41.0% · bar to set
Bar not set
Leads to money
New leads this month, all channels
Leads in
171
Jobs booked
118 69% of leads
Attended
104 88% of booked
Won
69 66% of attended
Completed
61 88% of won
14 booked jobs lost before we got there
They went with someone else first.
Speed to lead
Phase 2
Phone leads
11 min
lead to job created
Web forms
3 h 40 m
lead to job created
What the marketing brings back
Spend, leads, won jobs and revenue by channel this month
Google Ads
$2.41 back per $1
Spend
$19,400
Leads
92
Won
40
Revenue
$46,800
Meta Ads
No jobs won yet
Spend
$4,100
Leads
41
Won
0
Revenue
$0
Google profile and website
No ad spend
Spend
$0
Leads
22
Won
15
Revenue
$18,600
Repeat and referral
No ad spend
Spend
$0
Leads
16
Won
14
Revenue
$24,300
Cost per won job from paid ads
$588
Phones today
From WildJar
34
Calls
31
Answered
3
Missed
4:12
Avg new call
2 of the 3 missed calls called back within 15 min.
Tech leaderboard
Revenue this month against the $45,000 monthly target
Tech 1
$38,900
GP 49% · quotes won 71% · avg $1,140
Tech 2
$35,200
GP 46% · quotes won 66% · avg $1,060
Tech 3
$31,700
GP 51% · quotes won 58% · avg $1,210
Tech 4
$29,400
GP 44% · quotes won 63% · avg $920
Tech 5
$26,100
GP 47% · quotes won 55% · avg $980
Tech 6
$22,800
GP 42% · quotes won 49% · avg $870
Tap a tech for their jobs, quotes and callbacks. Commission sits on each tech's own view, not this shared one.
Money
Cash, debtors and costs
Owed to us
$86,400
$21,300 over 30 days
Cash in
$301,200
Stripe and bank, month
Wages and labour
34%
of revenue
Overheads
$64,000
month, incl. $23,500 ads
Needs attention
Money and jobs slipping through
Won jobs not finished
$27,900 · bonus only paid if done this month
22
Quotes to follow up
$61,800 sitting open
14
Jobs not closed out
Missing notes or photos
7
Finished jobs unpaid 14+ days
$9,450 owed
Revenue, last 12 months
November is month to date
D
J
F
M
A
M
J
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Best month: Oct $445,000
12-month total $4.47m
Sample numbers to show the layout. The live version pulls from ServiceM8, Burdi, Xero, Stripe and WildJar and refreshes every 15 to 60 minutes. Sections marked Phase 2 come after the first 13 weeks.