Company Overview
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Financial Health
Operations Health
Sales & CSR
Revenue Trend (Monthly)
Jobs by Status
Revenue by Tag Category
P&L Summary (Monthly)
Accounts Receivable Aging
Weekly Completed Revenue
Revenue by Technician (Top 10)
Callback Report (Service Return Visits within 14 Days — Excludes Install/Construction)
Detected Callbacks
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Revenue
Profitability
Cost Structure
Liquidity
Trends
Monthly Income vs Expenses
AR Aging Breakdown
CapEx (Vehicle & Equipment)
Profit & Loss Summary
Balance Sheet Snapshot
Accounts Receivable Detail
Estimate Pipeline
Monthly Estimate Volume
Recent Estimates
Monthly New Customers
Lead Sources
Contact Tags Breakdown
Technician Performance Scorecard
Individual Technician Metrics
Based on completed jobs in selected period
Jobs per Technician
Avg Ticket by Technician
Revenue by Technician
Technician Callbacks (Return Visits within 14 Days)
Phone Call Performance
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Total Calls vs Jobs Booked (Weekly)
CSR Conversion Rate % (Weekly)
Job Booking Metrics
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Jobs Created vs Canceled (Weekly)
Job Status Breakdown
Jobs Needing Scheduling
Monthly Budget vs Actual
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$5.5M in 2026
Relentless Quality • Competitive Grit • Unstoppable Growth • Built to Serve
Scorecard (Prior Week Numbers)
Active Rocks (1–3)
| Rock | Owner | Status | This Week's Step |
|---|
Headlines (Quick Updates)
Customer / Team / Capacity / Vendor / Safety
To-Do List (Accountability)
| Task | Owner | Due Date | Status | Actions |
|---|
IDS — Identify, Discuss, Solve
| Issue | Notes | Decision | New To-Do | Actions |
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General
Financial Targets
Operations Targets
Sales & CSR Targets