Jobs Dashboard

Workflow

1. Quote the Job Estimates Once a customer accepts, set the estimate's status to Accepted and use Convert to Job to create the job and seed its budget.

2. Bring In Costs Import from QuickBooks Import Timesheets Import Job Review Import QuickBooks Budget

3. Enter Data Open any job below, then its Inputs tab — budgets, logged costs, change orders, commitments, and documents all live there.

4. Review Charts Close the Month WIP Report Financials All Reports

5. Export / Share Export Excel

Backlog $362,476 contract not yet earned, 6 open jobs

Earned revenue $421,524 to date, by cost % complete

Projected margin 11.5% bid 16.1% · -4.6 pts

Net over/(under) billed $11,476 customers are financing the work

Jobs at risk 2 / 6 3 more to watch

Needs Attention

Lakeview Dental Office Build-Out margin -3.3 pts vs. bid
Nguyen Full Renovation 1 change order pending review forecast to lose $6,000 44 days past target finish
Miller Kitchen Remodel 1 cost pending review WIP flagged
Whitfield Garage Conversion 1 cost pending review 1 change order pending review WIP flagged

Margin Fade Against Bid

Bubble size is contract value. Anything below the line is running under the margin it was bid at — and the further right it sits, the less of the job is left to win it back.

Cost vs. Schedule

Jobs on the dashed diagonal are turning spend into progress one-for-one. To the right of it, money is going out faster than the calendar says it should. Needs a start and target end date.

Backlog Runway — Next 18 Months

Contract not yet earned, spread evenly over the months left until each job's target end date. Where the stack thins out is where the next job needs to be sold. 1 job have no target end date, so their finish is estimated from their pace so far.

Every chart is interactive: hover for detail, click a legend entry to hide or show it, click a bubble to open that job.

Total cost booked $391,550

Jobs shown 6

Completed, hidden 1

Biggest customer Lakeview Dental Group 53% of cost

Group by Customer Year Year › Customer Status Show Open All Sort Biggest Newest Name

Lakeview Dental Group

1 job · $206,100 cost

Job	Budget	Actual	Variance	% Used	Progress	Status	Health
Lakeview Dental Office Build-Out	$247500.00	$206100.00	$41400.00	83%	cost 82% time 98%	On Track	At risk

Linh Nguyen

1 job · $128,900 cost

Job	Budget	Actual	Variance	% Used	Progress	Status	Health
Nguyen Full Renovation	$127200.00	$128900.00	$-1700.00	101%	cost 85% time 100%	Over Budget	At risk

David & Ana Miller

1 job · $35,500 cost

Job	Budget	Actual	Variance	% Used	Progress	Status	Health
Miller Kitchen Remodel	$67800.00	$35500.00	$32300.00	52%	cost 53% time 100%	On Track	Watch

Tom Harris

1 job · $18,150 cost

Job	Budget	Actual	Variance	% Used	Progress	Status	Health
Harris Deck Addition	$19000.00	$18150.00	$850.00	96%	cost 96% time 100%	Caution	Watch

Robert Whitfield

1 job · $2,900 cost

Job	Budget	Actual	Variance	% Used	Progress	Status	Health
Whitfield Garage Conversion	$37000.00	$2900.00	$34100.00	8%	cost 8%	On Track	Watch

Raj & Sonia Patel

1 job · $0 cost

Job	Budget	Actual	Variance	% Used	Progress	Status	Health
Patel New Construction - Phase 1	$170000.00	$0.00	$170000.00	0%	cost 0% time 40%	On Track	On track