Revenue
Dashboard
Contractor Invoice Status
Follow Ups
Stage Breakdown
Action Summary
Reporting
Financial Year-to-Date Performance
Current FYTD vs Previous FYTD
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Gross Margin
Margin %
Invoiced Jobs
Average Revenue per Job
Year on Year Performance
| Year | Revenue | Cost | Margin | Jobs |
|---|
Top Customers (YoY)
| Customer | Latest FY | Prev FY | Change |
|---|
Week on Week Performance
| Financial Year Week | Current FY Revenue | Previous FY Revenue | Revenue Change | Current FY Margin | Previous FY Margin | Margin Change | Current FY Jobs | Previous FY Jobs | Job Change |
|---|---|---|---|---|---|---|---|---|---|
| Weekly reporting will appear here. | |||||||||
Month on Month Performance
| Month | Current FY Revenue | Previous FY Revenue | Revenue Change | Current FY Margin | Previous FY Margin | Margin Change | Current FY Jobs | Previous FY Jobs | Job Change |
|---|---|---|---|---|---|---|---|---|---|
| Monthly reporting will appear here. | |||||||||
CRM
Add Customer
Customers
Create Job
Multiple contractors per job + invoice tracking
$0.00 (0%)
Contractors on this job
Each row tracks one contractor’s cost + invoice status on this job.
Job cost auto-calculates from these rows.
Jobs
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TODAY'S SALES THOUGHT
A thoughtful follow-up today can become tomorrow's booking.
Job
Customer
Status
Charge
Cost
Margin
Invoice Date
Contractors / Invoice Status
Actions
Invoice Results
Contractors
Add Contractor
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Contractors
| Company | Contact | Phone | Location | Vehicle Types | Notes | Actions |
|---|
Add Contact
Customer
Log Activity
Customer
Leave blank for a cold call or activity with the business generally.