Command Center

Boerne, TX — Headquarters · This month · role view: Owner / Executive. All figures are fictional demonstration data.

Run demo

Financial snapshot

MTD

Contracted revenue (MTD)

$482,650

+2.4% vs June

Gross profit forecast

$174,420

36.1% margin

Net contribution

$121,880

After marketing & overhead

Cash expected (30 days)

$208,400

$86,750 receivable

Operations snapshot

Production health and risk

Jobs sold / completed

24 / 19

Boerne, TX — Headquarters branch

Jobs in production

17

Active job board

Jobs at risk

3

Permit · margin · weather

Operational bottlenecks

3

Permits, supplement, margin

Sales snapshot

Lead to signed contract

New leads (MTD)

148

103 qualified

Appointments set

81

69 inspections completed

Quotes sent

61

24 jobs sold

Close rate

39.3%

Target 38%

Marketing snapshot

Spend, return and reputation

Marketing spend

$31,400

$371,200 attributed

Marketing return

11.8x

Attributed revenue ÷ spend

Blended CAC

$1,308

Per sold job

Google rating

4.8

23 reviews this month

Agency operations — communications

Calls, email and text handled by the remote team this month

Open agency ops

Calls answered

287

92.9% answer rate

Missed calls

22

All received text-backs

Missed calls recovered

16

72.7% recovery

Emails answered

88

Avg 8m 06s first reply

Agency ops — sales support

Lead contact through estimate follow-up

New leads contacted

84

4m 18s to first contact

Appointments scheduled

39

46.4% booking rate

Appointments confirmed

34

5 awaiting confirmation

Estimates followed up

61

9 awaiting a decision

Agency ops — service health

Resolution, escalation and commitments

Issues resolved

27

Avg 1d 4h resolution

Open escalations

4

1 critical

Emergency issues

1

Critical severity, live

Promises due today

4

Open commitments to the company

Revenue & gross margin by month
Trailing 12 months (demo)
Executive alerts
Requires attention today
  • Three jobs below target margin (Ortiz, Nguyen repair, Doerr claim)
  • Two permits delayed — Ferrell (6 days), Lindquist (3 days)
  • One supplier delivery at risk — underlayment low stock at Beacon (demo)
  • Four quotes with no activity for five days
  • Three customers waiting more than two hours for a callback
  • Subcontractor insurance certificate expiring — Hill Country Metal Crew (Aug 22)
  • Google Ads cost per qualified lead increased 18% week over week
  • Rain forecast affecting two scheduled roof installations (Aug 6–7)
Leads by source
Sales pipeline
Open opportunity count by stage
Jobs by production stage
Marketing spend versus attributed revenue
Gross margin trend
Close rate by salesperson
Job profitability
Margin by active job (demo)
Branch performance
Leads, sales and revenue by service area
  • Boerne$214,800
  • Fair Oaks Ranch$82,600
  • Leon Springs$31,200
  • Comfort$16,400
  • Bulverde$48,900
  • Spring Branch$42,100
Weather risk — Boerne
Simulated weather feed (demo data)
Rain probability Aug 6: 60%
Wind: 18 mph gusting 27 mph
Heat advisory 12:00–17:00

Recommended action: move the Cole metal install to Aug 8 and dry-in the Trevino tear-off by 14:00.

My focus today
Owner / Executive
3 items
  • Review 3 jobs below target margin
  • Approve August marketing budget shift
  • Sign off on agency pilot pricing
View all tasks
Live activity feed
Latest simulated events across the branch