PS

Intelligence

Reporting & Analytics

Business intelligence across sales, operations, and financials.

Alerts & Insights

Automated anomaly detection, opportunities, and forward-looking indicators.

Active Alerts

2 critical
6 total
Overdue Invoices
6 invoices · $164,779
Send follow-ups
Projects Over Budget
0 projects
Review costs
Low-Margin Jobs
3 below 15% margin
Adjust pricing
Low Stock
3 SKUs · $2,880 at risk
Create PO
Upcoming Reorders
14 at reorder point
Plan orders
Underutilized Crew
100% additional capacity
Fill schedule

Business Insights

Auto-generated
Best Performing Job Type
New Installation
Most Profitable Customer
MGM Resorts International
Most Efficient Crew Member
Marcus Rivera
Trending Issue
Material waste up 8% MoM
Opportunity
100% crew capacity available — upsell push
Revenue Forecast (Next Quarter)
$1.42M projected

Period-over-Period Comparison

This month vs last month · this quarter vs last quarter · YoY

Revenue MoM
+14.2%
Margin MoM
+2.1pp
Waste MoM
+8.4%
Revenue QoQ
+22.7%
Win Rate QoQ
+5.4pp
DSO YoY
-6 days