Active Jobs
8
2 need action today
Open Leads
5
$163,500 pipeline
Permits Active
6
3 awaiting inspection
A/R Outstanding
$51.7k
$20.5k overdue
Communications
3
missed calls + emails
Revenue MTD
$87.4k
May 2026
✅ Today's Priorities
0 of 9 completed
🏗️ Jobs — Status at a Glance
| Customer | Type | Status | Days |
|---|
🎯 Open Leads — Follow-Up Queue
| Contact | Value | Last Contact | Action |
|---|
📋 Permits
| Address | County | Status | Days |
|---|
💰 A/R Collections
| Customer | Invoice | Amount | Days Out | Action |
|---|
📞 Communications — Needs Response
| Who | Type | Time | Action |
|---|
📊 Full Department Tracking — COO/CCO Oversight View
🎯 CSO — Sales Pipeline
Pipeline by Stage — All Active Deals
| Stage | Count | Total Value | Avg Age | Action Needed |
|---|
Sales KPIs — May 2026
| Metric | Current | Target | Status |
|---|
Full Pipeline — All Deals Detail
| Contact | Address | Type | Value | Stage | Rep | Last Activity | Days in Stage | Next Step |
|---|
📣 CMO — Marketing Intelligence
Lead Sources — MTD Breakdown
| Source | Leads | % of Total | CPL | Status |
|---|
Campaign Performance — Active Spend
| Campaign | Spend | Leads | CPL | Status |
|---|
Monthly Lead Volume — Last 6 Months
| Month | Leads | vs Target | Close Rate | Revenue |
|---|
Google Business Profile — Performance
| Metric | This Month | Last Month | Trend |
|---|
💰 CAO — Financial Overview
Revenue & Margin — May 2026 MTD
| Category | MTD Actual | MTD Target | YTD | Status |
|---|
Cash Position & A/R Aging
| Bucket | Amount | # Invoices | Action |
|---|
Job Profitability — All Active & Recent Jobs
| Job | Type | Contract Value | Est. Cost | Est. Margin | Invoiced | Collected | Balance | Status |
|---|
📋 CPO — Full Permit & HOA Tracker
Active Permits — Full Detail
| Address | County | Type | Submitted | Status | Days | SLA | Next Action |
|---|
HOA Approvals — Tracking
| Community | Address | Submitted | Days Waiting | Contact | Status |
|---|
📞 CCXO — Full Communications & Customer Experience
All Open Communications — Needs Response
| Contact | Channel | Time | Topic | Priority | Assigned To |
|---|
Google Reviews — Open & Recent
| Reviewer | Stars | Date | Snippet | Response Status |
|---|
Post-Job Follow-Up Tracker
| Customer | Job Type | Completed | Survey Sent | Review Requested | Review Received | Referral Asked |
|---|
📍 South Florida
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🇺🇸 National
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🌍 World
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😄 Water Cooler
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