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Reports

Live numbers from the whole workspace. Open one to dig in, schedule it, or ask what it means.
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The numbers, in a sentence· live

You've sold $334,225 in the last 90 days at a 32% blended margin. $107,775 is open across 10 bids, and $308,501 of sold work isn't billed yet. 9 reports flag something worth a look.

Open pipeline$107,775Sold · 90 days$334,225Sold, not billed$308,501Margin · all sold32%

Sales

Pipeline, proposals and what closed

Pipeline by stage & salesperson

$107,775
Open pipeline · 10 projects
Open projects with value, days in stage and next follow-up.DP12h ago

Proposals outstanding

$90,415
Outstanding · 5 proposals
3 over 14 daysMP13h ago

Sold by month

$340,525
Sold · 19 projects
Sold projects by month and salesperson, with margin.DP1d ago

Closed projects by closer

6
Closed · $17,370 value
Who closed what, by period (Mary's closing throughput).MK3d ago

Operations

Quotes, schedules and who's doing what

Late RFQs

2
Late RFQs · 13 avg days late
Vendor quotes past 3 days with reminders sent and reason.MP14h ago

Work orders: unscheduled / this week / vs. target

5
Unscheduled · 2 this week
4 past targetMP14h ago

Projects by delivery status

19
Sold projects · 2 waiting
2 waitingMP11h ago

Activity by user per day

8
Calls · 14d · 18 emails · 14d
Calls, emails and texts per user over the last 14 days.DP1d ago

Finance

Sold, billed, paid — and the margin in between

Sold vs. billed vs. paid by month

$340,525
Sold · $32,024 billed
The three numbers Dean asks for every Monday.DP5d ago

Revenue, cost & margin by division

$340,525
Revenue · $231,230 cost
By trade, service, state or salesperson.WL5d ago

Commission statements

$130
Accrued · $415 paid
Accrued, approved and paid commission by rep and period.WL6d ago

Sales tax by state (quarterly)

$17,220
Taxable sales · $965 tax collected
1 needs reviewWL6d ago

Vendors

Insurance, and how they actually perform

COI audit

8
Current · 2 expiring ≤ 30d
4 lapsed / missingMP2d ago

Vendor scorecard

13
Active vendors · 4.1 avg rating
3 below 4.0MP2d ago

Marketing

What campaigns turned into

Client engagement & campaign ROI

659
Opens · 155 clicks
Opens, clicks, replies and resulting projects per campaign.MO1d ago

Data quality

Gaps worth fixing, and who changed what

Data quality

4
Issues found · 28 records affected
Companies without category, contacts without email, vendors without COI.LN8d ago

Audit report

10
Events · 1 reopens
1 reopenDP8d ago
Need something else? Describe it.Any object, any field. Filter on last activity, days in stage and next follow-up — not created date — and group it any way. Everything exports to CSV, and past commission and tax numbers never move.Build a report

Scheduled deliveries

4rendered fresh each time, emailed on a cadence
  • Dean's Monday numbers
    Weekly · Mon 6:30am · PDF · next in 1d
    Sold vs. billed vs. paid by monthPipeline by stage & salespersonSold by month
    DPDean
  • Wendee's month-end
    Monthly · 1st · PDF + CSV · next in 4w
    Sold vs. billed vs. paid by monthCommission statementsRevenue, cost & margin by division
    WLDPWendee, Dean
  • Morgan's Friday open items
    Weekly · Fri 4:00pm · PDF · next in 6d
    Late RFQsWork ordersProjects by delivery statusProposals outstanding
    MPMKMorgan, Mary
  • Quarterly sales taxPaused
    Quarterly · 5th of Jan/Apr/Jul/Oct · CSV · paused
    Sales tax by state
    WLWendee, cpa@schenckcpa.com