Intelligence
Reporting & Analytics
Business intelligence across sales, operations, and financials.
Executive Overview
Business health snapshot with period-over-period comparison.
Total Revenue
$247,625
+$34,667 vs prior
Gross Profit
$120,575
48.7% margin
Outstanding A/R
$164,779
DSO 42 days
Active Projects
3
In progress + scheduled
Customers
6
Total accounts
Pipeline Value
$61,379
Open quotes
Overdue Invoices
6 · $164,779
Projects Over Budget
0
Low Stock Items
3 · $2,880 at risk
Upcoming Reorders
14
Revenue Trend
Last 30 days
Margin Trend
Gross margin over time
Projects by Status
Portfolio breakdown
Revenue by Job Type
Segment performance
Receivables Aging
Outstanding by age bucket
Top Customers by Revenue
Ranked by lifetime revenue
Top 6