Company Performance Reports
Company-wide financial performance, workload trends, and exportable summaries.
Report Filters
Showing all available company data
1 project included4 Work Orders included
Company Metrics Summary
Financial and operational performance for the selected period.
Proposal Value
$990
Approved Revenue
$2,165
Invoiced Revenue
$2,165
Cash Collected
$825
Accounts Receivable
$1,340
Projected Gross Profit
$1,965
Recognized Gross Profit
$1,965
Margin
90.76%
BTM Vendor Cost
$200
Client Direct Spend
$0
BTM Material Cost
$0
Client Direct Material Spend
$188
Vendor Payables
$0
Projects Completed
1
Work Orders Completed
4
Avg. Completion Time
5d
Quote Performance
Estimate value, client approvals, and operational conversion for the selected period.
Quotes
2
Quote Value
$1,410
Approved Value
$420
Pending Approval
0
Converted
1
Conversion Rate
50%
Revenue & Profit
Monthly proposal, approval, invoicing, collection, and profit performance.
| Month | Proposal Value | Approved Revenue | Invoiced Revenue | Cash Collected | Accounts Receivable | BTM Material Cost | Projected Gross Profit | Recognized Gross Profit | Margin |
|---|---|---|---|---|---|---|---|---|---|
| Jun 2026 | $0 | $255 | $255 | $255 | $0 | $0 | $255 | $255 | 100% |
| Jul 2026 | $990 | $1,910 | $1,910 | $570 | $1,340 | $0 | $1,710 | $1,710 | 89.53% |
Client Performance
Top clients by invoiced revenue, receivables, workload, and completion time.
| Client | Invoiced Revenue | Cash Collected | Accounts Receivable | Projects / WO | Avg. Completion |
|---|---|---|---|---|---|
| Mountain Time | $1,745 | $405 | $1,340 | 1 / 3 | 5d |
| Russell | $420 | $420 | $0 | 0 / 1 | 5d |
Top Open Balances
Clients with the largest accounts receivable.
Vendor Performance
Assignments, costs, payments, and completed work.
| Vendor | Assignments | Vendor Cost | Paid | Outstanding | Completed |
|---|---|---|---|---|---|
| Horacio Garcia | 1 | $0 | $0 | $0 | 0 |
Property Performance
Properties driving activity, vacancy days, and time to market.
| Property | Activity | Projects / WO | Vacancy | Time to Market |
|---|---|---|---|---|
| 461 W 2110 S | 4 | 1 / 3 | 93d | N/A |
| Russell | 1 | 0 / 1 | N/A | N/A |
Work Order Performance
Type, status, payment, and time-open analysis.
By Type
By Status
Paid
4
Unpaid
0
Avg. Days Open
1d
Awaiting Payment
0
Project Performance
Status, completion, approval, overdue, and profit analysis.
By Status
Completed
1
Awaiting Approval
0
Overdue
0
Avg. Duration
20d