Company WTD Revenue
—
Need —/day
—
Goal $25,000—
Stretch $30,000—
—
Gap to $25K
—
Gap to $30K
—
$/Day Needed
Year-to-Date Revenue
—
—
January
—
February
—
March
Revenue Mix — YTD
Today's Cash
$5,950
Apr 3 · ServiceMinder
Week Cash (4/2–4/3)
$19,257
2 days collected
April Cash MTD
$24,241
Apr 1–3
YTD Cash Received
$99,513
vs $132,212 accrual · $32,699 gap
Field Tech Scoreboard
My Store · Thu–Wed
—
Team total
| Technician | $Won WTD | Gap to $5K | Proposals | Close % | $Open | Reviews | Callbacks | Status |
|---|---|---|---|---|---|---|---|---|
Reviews & callbacks auto-sync from Admin Dashboard logs · Callbacks WTD updates within 90s
Coaching Texts
Auto-generated from live data · Copy to send
Owner & Admin Pipeline
Owner Actions — Today
Year-to-Date Revenue
—
—
January
—
February
—
March
Revenue Mix — YTD
Lead Funnel vs Brand
⚠ Appt-to-Sale (22% vs 43%) is your #1 profit lever.
My Store vs Brand
Close rate & avg ticket by job type
| Job Type | My CR | My Avg $ | Brand CR | Brand Avg $ | Note |
|---|
Lead to Appointment
41%
Brand: 58%
Brand benchmark shown in gray
Appointment to Sale
24%
Brand: 43%
🔴 Biggest gap — 19pts below brand. Follow-up speed is the fix (SOP 5).
Lead Conversion
10%
Brand: 25%
New Lead Sales: $8,456
125
Total Leads
YTD 2026
55
Appointments
44% of leads
12
Customers
22% of appts → sale
$8,456
New Lead Revenue
$705 avg per customer
Lead Source Performance
YTD 2026 · My Store · Sorted by conversion rate
| Channel | Leads | Appointments | Customers | Lead → Appt % | Conv % | Revenue | Quality |
|---|---|---|---|---|---|---|---|
| Client Referral | 1 | 1 | 1 | 100% | 100% | $649 | Best |
| Referral & Trade | 3 | 3 | — | 100% | — | — | Strong |
| Organic Search | 9 | 6 | — | 67% | — | — | Good |
| Grassroots Marketing | 8 | 6 | 1 | 75% | 14% | $484 | Monitor |
| Online Advertising | 83 | 36 | 9 | 41% | 11% | $5,245 | High volume, low conv. |
| Truck / Van Wrap | — | — | — | ~30% | — | — | Tops visually |
Lead Intelligence
🔴 Critical Gap
Appointment → Sale: 24% vs 43% brand
You're getting appointments but not closing them. 55 appointments → only 12 customers. That's 43 lost opportunities YTD. Fix: follow up within 24 hours per SOP 5 and run Sales Manager Mode weekly.
✅ Biggest Opportunity
Online Advertising: 83 leads, only 9 customers
Your largest lead source but only 11% conversion. If you closed at brand rate (25%), that's 20 customers instead of 9 — roughly 2x the revenue from the same ad spend.
⭐ What's Working
Referrals convert at 100%
Client Referral and Trade Alliance leads close every time. Invest in a formal referral ask after every install — this is free, high-quality lead generation.
⚠ Priority Action
14 leads went nowhere (7% conv)
The "nan" channel category has 14 leads with only 1 appointment. These are untagged leads — tag your sources in ServiceMinder so you know where every lead came from.
Total Revenue (Jan 1 – Apr 1)
$111,654
↑ +56.3% vs Prior Year ($71,431)
Revenue growing strongly. Billable Expense Income is the engine: $88,152 (+78.5%).
Gross Profit
$48,731
↑ +122% vs Prior Year ($21,943)
Gross margin: 43.7% · Prior year: 30.7%
✅ Margin up 13pts YOY — strongest gross profit yet.
Net Income
-$344
↑ Improved 97.5% vs Prior Year (-$13,646)
Net margin: -0.3% · Essentially break-even.
✅ Near break-even with Q2 just starting — profitability is imminent.
Income Statement — Jan 1 – Apr 1, 2026
Accrual Basis · vs Prior Year · Updated April 1, 2026
| Line Item | 2026 | 2025 (PY) | $ Change | % Change | Flag |
|---|---|---|---|---|---|
| INCOME | |||||
| 4000 Irrigation Revenue | $16,620 | $19,510 | -$2,890 | -14.8% | ↓ Down |
| Billable Expense Income | $88,152 | $49,376 | +$38,776 | +78.5% | ↑ +78.5% |
| Sales | $6,882 | $2,524 | +$4,358 | +172.7% | ↑ +173% |
| Total Revenue | $111,654 | $71,431 | +$40,223 | +56.3% | |
| COST OF GOODS SOLD | |||||
| 5000 Materials | $18,630 | $19,710 | -$1,080 | -5.5% | ↓ Reduced |
| 5100 Field Labor - Wages | $38,477 | $18,545 | +$19,932 | +107.5% | 🔴 +107% |
| 5105 Field Labor - Taxes | $3,577 | $1,731 | +$1,846 | +106.7% | ↑ Labor-linked |
| 5650 Royalty - Sales | $1,886 | $5,290 | -$3,404 | -64.4% | ↓ Good |
| Total COGS | $62,923 | $49,488 | +$13,435 | +27.2% | |
| Gross Profit | $48,731 | $21,943 | +$26,788 | +122.1% | 43.7% margin |
| OPERATING EXPENSES | |||||
| 6000 Advertising & Marketing | $10,003 | $9,417 | +$586 | +6.2% | 9.0% of rev |
| 6040 Employee Benefits | $2,488 | $2,449 | +$39 | +1.6% | Stable |
| 6045 Insurance | $2,444 | $3,059 | -$615 | -20.1% | ↓ Reduced |
| 6060 Merchant Fees | $3,464 | $1,154 | +$2,310 | +200% | 🔴 +200% |
| 6065 Miscellaneous | $4,935 | — | +$4,935 | New | ⚠ Investigate |
| 6090 Recruitment & Training | $1,277 | $641 | +$636 | +99.2% | ↑ Hiring |
| 6160 Travel, Meals & Entertainment | $4,480 | $635 | +$3,845 | +606% | 🔴 +606% |
| 6170 Vehicle - Fuel & Maintenance | $4,164 | $2,700 | +$1,464 | +54.2% | Fleet growth |
| 6175 Vehicle - Lease | $3,444 | $1,782 | +$1,662 | +93.3% | Fleet growth |
| Payroll Expenses (Admin) | $2,713 | — | +$2,713 | New | Admin role added |
| Total Expenses | $49,075 | $35,589 | +$13,486 | +37.9% | |
| Net Income | -$344 | -$13,646 | +$13,302 | +97.5% | -0.3% margin |
Smart Audit Notes — Jan 1 – Apr 1, 2026
Updated April 1, 2026 · Upload new P&L monthly to refresh
🚀 Major Win — Nearly Break-Even
Net loss improved from -$13,646 to just -$344 — a 97.5% improvement in 3 months. You generated $48,731 in gross profit (up 122% YOY). With Q2 starting today, you are positioned to turn profitable within weeks if revenue holds pace.
✅ Gross Margin 43.7% — Up 13 Points
Prior year gross margin was 30.7%. Now at 43.7% — a significant efficiency gain. Materials expense actually dropped 5.5% despite higher revenue. Royalties dropped 64% (from $5,290 to $1,886). Your field operations are running leaner per dollar earned.
🔴 Leak #1 — Travel & Entertainment +606%
From $635 to $4,480 — unchanged from last month. This is $3,845 of unexplained growth with no prior year context. Action: Pull every T&E receipt from Q1. Set a monthly cap. This single line is what separates you from profit.
🔴 Leak #2 — Miscellaneous $4,935
Still unaddressed from last month. No prior year, no description. $4,935 sitting in a catch-all account. Action: Pull every transaction coded to 6065. Reclassify into real accounts. These two items alone (T&E + Misc) = $9,415 — more than the net loss.
⚠ Watch — Field Labor at 34.5% of Revenue
Field wages are $38,477 on $111,654 revenue = 34.5%. This is just under the 35% target. Revenue grew faster than labor this period (56% vs 107%), meaning Q2 efficiency must improve or labor will exceed the threshold. Track revenue per field labor hour weekly.
⚠ Watch — Merchant Fees +200%
From $1,154 to $3,464 — tripled while revenue grew 56%. Fees are scaling faster than revenue which means either your rate increased or more customers are paying by card. Action: Confirm processor rate. Offer ACH for installs over $2,000 to reduce fee load.
My Store vs Brand — Job Types
| Job Type | My CR | My Avg $ | Brand CR | Brand Avg $ | Note |
|---|
Owner & Admin Pipeline
Follow-Up Priorities
Team Access & PIN Management
| # | Name | Role | Dashboard | PIN | Status | Action |
|---|
Add New Team Member
Time Off Requests
4-week advance notice required · Approve or deny from here
Click Refresh to load requests
PIN changes take effect immediately. Removed members lose access instantly. All changes sync to the Google Sheet Pins tab.