FSG

Facility Services Group

Fix It. Build It. Roof It. Improve It.

FSG

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Reports

Seeded reports for FSG, scheduled deliveries, and a builder for anything else.

Seeded reports

17

Last refreshed 11h ago

Scheduled deliveries

3

1 paused

Home tiles from reports

Open pipeline · Sold · Unbilled · Waiting

Next delivery

Dean

in 1 days

Sales

4

Pipeline by stage & salesperson

Open projects with value, days in stage and next follow-up.

Last run 12h agoDPDean

Proposals outstanding

Sent proposals with days since sent, views and follow-up step.

Last run 13h agoMPMorgan

Sold projects by month and salesperson, with margin.

Last run 1d agoDPDean

Closed projects by closer

Who closed what, by period (Mary's closing throughput).

Last run 3d agoMKMary

Operations

4

Vendor quotes past 3 days with reminders sent and reason.

Last run 14h agoMPMorgan

Work orders: unscheduled / this week / vs. target

Every open work order bucketed by schedule state.

Last run 14h agoMPMorgan

Projects by delivery status

Sold work by status with the 'waiting on' reason.

Last run 11h agoMPMorgan

Activity by user per day

Calls, emails and texts per user over the last 14 days.

Last run 1d agoDPDean

Finance

4

Sold vs. billed vs. paid by month

The three numbers Dean asks for every Monday.

Last run 5d agoDPDean

Revenue, cost & margin by division

By trade, service, state or salesperson.

Last run 5d agoWLWendee

Commission statements

Accrued, approved and paid commission by rep and period.

Last run 6d agoWLWendee

Sales tax by state (quarterly)

Taxable vs. non-taxable sections with the rule that decided it.

Last run 6d agoWLWendee

Vendors

2

Certificates by vendor: limits, expiry and additional-insured.

Last run 2d agoMPMorgan

Vendor scorecard

Jobs, on-time rate, rating and invoice accuracy per vendor.

Last run 2d agoMPMorgan

Marketing

1

Client engagement & campaign ROI

Opens, clicks, replies and resulting projects per campaign.

Last run 1d agoMOMelanie

Data quality

2

Companies without category, contacts without email, vendors without COI.

Last run 8d agoLNLiz

Reopens, price adjustments, deletions and automation changes.

Last run 8d agoDPDean

Scheduled deliveries

4

Dean's Monday numbersActive
Weekly · Mon 6:30am · PDF · next in 1d
dean@teamfsg.com
Sold vs. billed vs. paid by Pipeline by stage & salesper Sold by month
Wendee's month-endActive
Monthly · 1st · PDF + CSV · next in 4w
wendee@teamfsg.com, dean@teamfsg.com
Sold vs. billed vs. paid by Commission statements Revenue, cost & margin by di
Morgan's Friday open itemsActive
Weekly · Fri 4:00pm · PDF · next in 6d
morgan@teamfsg.com, mary@teamfsg.com
Late RFQs Work orders Projects by delivery status Proposals outstanding
Quarterly sales taxPaused
Quarterly · 5th of Jan/Apr/Jul/Oct · CSV · next —
wendee@teamfsg.com, cpa@schenckcpa.com
Sales tax by state

Builder tips

Filter on last activity, days in stage and next follow-up — not created date. That's why the ACT! lists went stale.
Any report exports to CSV; any grouped report can become a Home tile.
Reports reference the config version they ran under — past commission and tax numbers never move.