Showing Apr 23, 2026 – May 22, 2026
Needs attention
2 overdue invoices · $838.48 owed
Oldest is 20 days past due. Send a reminder or call.
1 job scheduled today with no worker
Assign someone or they may be missed.
Revenue Collected↑ +100.0%
$15,805.32
vs $0.00 prior period
Profit Margin↑ +7.5%
51.3%
vs 47.7% prior period
Outstanding A/R→
$1,676.96
2 unpaid invoices
Job Completion↓ -10.3%
89.7%
52 of 58 scheduled
Jobs Breakdown
Completed
In Progress
Scheduled
Pending
Avg Duration
16h 48m
Completion Rate
89.7%
Invoice Aging
Total Outstanding
$1,676.96
Top Clients by Revenue
| Client | Jobs | Revenue |
|---|---|---|
| Amelia Harrington | 6 | $3,100.00 |
| Brandon Phillips | 5 | $2,395.00 |
| Caroline Whitfield | 4 | $2,300.00 |
| Hudson Becker | 3 | $2,075.00 |
| Isla Sutton | 4 | $1,950.00 |
Subcontractor Performance
| Subcontractor | Jobs | Completed | Cost |
|---|---|---|---|
| Boulder Window Specialists | 2 | 2 | $555.00 |
| Front Range Floor Pros | 2 | 2 | $345.00 |
Worker Utilization
$9,283.6 total · 407.9h| Worker | Assigned | Completed | Hours | Labor cost |
|---|---|---|---|---|
| Carlos Mendoza | 15 | 14 | 80.4h | $2,089.53 |
| Jessica Beltran | 13 | 12 | 71.9h | $1,437.0 |
| Tyler Brennan | 13 | 11 | 70.0h | $1,469.3 |
| Emily Larson | 14 | 13 | 67.4h | $1,751.1 |
| Lauren Schwartz | 13 | 12 | 66.3h | $1,392.3 |
| Megan Walsh | 13 | 11 | 52.0h | $1,144.37 |
| Devon Reeves | 0 | 0 | 0.0h | — |
Requests
New
2
Triaged
Approved
Completed
Avg Resolution
19.7h
Emergency
0
Lead Sources
Where this period's requests came from and how each channel converts.
| Source | Requests | Converted | Conversion | Avg first reply |
|---|---|---|---|---|
| UTM: google | 5 | 1 | 20.0% | — |
| UTM: instagram | 2 | 1 | 50.0% | — |
| Operator | 1 | 0 | 0.0% | — |
| UTM: facebook | 1 | 0 | 0.0% | — |
| UTM: referral | 1 | 1 | 100.0% | — |
Profitability
Revenue
$24,090.00
Cost Breakdown
Materials
−$1,558.00
Subcontractor
−$900.00
Worker Payroll (see Worker Utilization)
−$9,283.60
Total Profit
$12,348.40
Avg Margin
51.3%
Estimate accuracy
27 over · 20 under · avg 11.3% off
Worst overruns — these ate margin
2.0h → 2.5h
+24.2%
2.4h → 2.9h
+23.2%
2.6h → 3.1h
+22.2%
10.6h → 12.7h
+20.2%
Came in under — quoting room?
7.7h → 6.2h
-19.7%
13.3h → 10.7h
-19.6%
19.5h → 15.7h
-19.2%
16.9h → 13.7h
-18.9%
Travel ratio
4.5% · Excellent routing% of clocked time spent driving vs working. Industry typical: 15–25%.
Emily Larson
4.0h travel ·
63.4h work
5.9%
Megan Walsh
2.7h travel ·
49.4h work
5.1%
Lauren Schwartz
3.2h travel ·
63.2h work
4.8%
Jessica Beltran
3.4h travel ·
68.5h work
4.7%
Carlos Mendoza
2.9h travel ·
77.4h work
3.6%
Tyler Brennan
2.4h travel ·
67.6h work
3.5%