Financials

Revenue analytics, collection performance, and CFO controls

Live Data

Showing 13 of 54 projects — Last 30 days

Total Revenue

$25,431

13 projects

Collected

$6,000

23.6% rate

Outstanding

$19,431

uncollected balance

Gross Margin

100.0%

$0 supplies cost

Avg Job Value

$1,956

per project

Paid in Full

of 13 projects

Pipeline

$19,431

open uncollected

At-Risk Revenue

0 projects stalled 14+ days

Revenue Trend

$25,431 total · $6,000 collected

Revenue

Click a bar to drill into projects

Revenue by Status

Click any row to see actionable recommendations

Top Clients — Forecasted Cash Flow

30-day inflow forecast from late-stage projects, risk-adjusted for stale updates and insurance delays

Forecast

Client Balances

Scoped to projects that have reached "Need to Schedule" or beyond — 35 projects

Total Billed

$13,118

Collected

$15,716

Outstanding

$7,118

Paid in Full

Ben Sass

2 projects · 1 with balance

Action: Schedule date missing — set schedule date to unlock next workflow step

$3,118.07

of $3,118.07

Recommended Actions

01Schedule date missing — set schedule date to unlock next workflow step

Ben Sass

Job Underway

$3,118.07

of $3,118.07

Schedule date missing — set schedule date to unlock next workflow step

Completion photos missing — upload to expedite payment release

Ben Sass

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

Completion photos missing — upload to expedite payment release

George Kemper

1 project · 1 with balance

Action: Schedule date missing — set schedule date to unlock next workflow step

$2,500.00

of $2,500.00

Recommended Actions

01Schedule date missing — set schedule date to unlock next workflow step

George Kemper

Job completed (paid in full)

$2,500.00

of $2,500.00

Schedule date missing — set schedule date to unlock next workflow step

Completion photos missing — upload to expedite payment release

Chris Liepa

1 project · 1 with balance

Action: Schedule date missing — set schedule date to unlock next workflow step

$1,500.00

of $1,500.00

Recommended Actions

01Schedule date missing — set schedule date to unlock next workflow step

Chris Liepa

Need to Schedule

$1,500.00

of $1,500.00

Schedule date missing — set schedule date to unlock next workflow step

Completion photos missing — upload to expedite payment release

Kathleen Harper

1 project · All paid in full

Paid in full

Basement Mositure/Mold

Job Underway

No value

Schedule date missing — set schedule date to unlock next workflow step

Completion photos missing — upload to expedite payment release

Sara Kaganoff

1 project · All paid in full

100%

Paid in full

Sara Kaganoff

Job completed (paid in full)

$6,000.00PAID

Charles Szwajca

1 project · All paid in full

Paid in full

Charles Szwajca

Need to Schedule

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 9 days — trigger follow-up cadence

Donna Hartman

2 projects · All paid in full

Paid in full

RECON

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

WTR

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Gabriel Rocklin

1 project · All paid in full

Paid in full

RECON

Job Underway

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 8 days — trigger follow-up cadence

Ken Clarke

1 project · All paid in full

Paid in full

RECON

Need to Schedule

No value

Schedule date missing — set schedule date to unlock next workflow step

Completion photos missing — upload to expedite payment release

Joshua Rawe

4 projects · All paid in full

Paid in full

RECON #1

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 10 days — trigger follow-up cadence

EMS #1

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

RECON #2

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 10 days — trigger follow-up cadence

EMS #1

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Matthew Reiswerg EMS no2

3 projects · All paid in full

Paid in full

RECON #2

Job Underway

No value

Schedule date missing — set schedule date to unlock next workflow step

Completion photos missing — upload to expedite payment release

RECON

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

EMS

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Don Rogevski

1 project · All paid in full

Paid in full

EMS

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

George/Claire Kemper

1 project · All paid in full

Paid in full

EMS

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

George/Claire Kemper RECON

1 project · All paid in full

Paid in full

RECON

Job Underway

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Angie Kurian

1 project · All paid in full

Paid in full

REM

Need to Schedule

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Brian Shelley Mclaughlin

1 project · All paid in full

Paid in full

EMS-WTR

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Robert Gaddi

1 project · All paid in full

Paid in full

EMS

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Ryan Yarrell

2 projects · All paid in full

Paid in full

RECON master bedroom

Job Underway

No value

Schedule date missing — set schedule date to unlock next workflow step

Completion photos missing — upload to expedite payment release

EMS master bedroom

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Ivan Nizerolle

2 projects · All paid in full

Paid in full

WTR

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

ROOF

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Ivan Nizerolle RECON

1 project · All paid in full

Paid in full

RECON

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Devon Saini

2 projects · All paid in full

Paid in full

EMS

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

RECON

Job Underway

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Chris Rezk

1 project · All paid in full

Paid in full

EMS master bedroom

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Keith Estrich-Watson

2 projects · All paid in full

Paid in full

RECON

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

EMS

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence

Marcay Washington

1 project · All paid in full

Paid in full

REM basement

Job completed (paid in full)

No value

Schedule date missing — set schedule date to unlock next workflow step

No update in 999 days — trigger follow-up cadence