Quote close rate
42%
▲ 3 pt
Open pipeline
$58K
21 quotes
6-month performance
Revenue & jobs completed
Revenue (left, $K) vs. jobs (right, count)
What's driving the work
Revenue by job type
This month
Margin by job type
Where the profit is
Cash & where jobs come from
Receivables by age
Unpaid invoices by days outstanding
Where jobs come from
Lead source
🤖 Insights
- Revenue up 9% on bigger average tickets; close rate improved to 42%.
- $18.2K is invoiced and unpaid past 30 days across 7 jobs.
- HVAC is the highest-margin line and demand is rising with the season.
✅ Recommended actions
- Send payment reminders on the 7 overdue jobs this week.
- Follow up the open quotes — $58K pipeline, 3 worth $9K are stale.
- Add HVAC capacity ahead of the seasonal peak.
🗄️ Data sources
- Field-service / scheduling software — jobs & revenue
- Invoicing / accounting — AR & payments
- CRM — quotes, close rate & lead source
📐 Definitions & methodology
- Avg job value = revenue ÷ jobs completed
- Close rate = quotes won ÷ quotes sent
- Unpaid 30+ = invoices outstanding past 30 days
