Ron Bell Roofing
Operations Center
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🚨 2 jobs CRITICAL — Williams (31 days no contact) · Thompson (24 days no contact) · $20,500 A/R overdue
🏗️
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
CustomerTypeStatusDays
🎯 Open Leads — Follow-Up Queue
ContactValueLast ContactAction
📋 Permits
AddressCountyStatusDays
💰 A/R Collections
CustomerInvoiceAmountDays OutAction
📞 Communications — Needs Response
WhoTypeTimeAction
📊 Full Department Tracking — COO/CCO Oversight View
🎯 CSO — Sales Pipeline
Pipeline by Stage — All Active Deals
StageCountTotal ValueAvg AgeAction Needed
Sales KPIs — May 2026
MetricCurrentTargetStatus
Full Pipeline — All Deals Detail
ContactAddressTypeValueStageRepLast ActivityDays in StageNext Step
📣 CMO — Marketing Intelligence
Lead Sources — MTD Breakdown
SourceLeads% of TotalCPLStatus
Campaign Performance — Active Spend
CampaignSpendLeadsCPLStatus
Monthly Lead Volume — Last 6 Months
MonthLeadsvs TargetClose RateRevenue
Google Business Profile — Performance
MetricThis MonthLast MonthTrend
💰 CAO — Financial Overview
Revenue & Margin — May 2026 MTD
CategoryMTD ActualMTD TargetYTDStatus
Cash Position & A/R Aging
BucketAmount# InvoicesAction
Job Profitability — All Active & Recent Jobs
JobTypeContract ValueEst. CostEst. MarginInvoicedCollectedBalanceStatus
📋 CPO — Full Permit & HOA Tracker
Active Permits — Full Detail
AddressCountyTypeSubmittedStatusDaysSLANext Action
HOA Approvals — Tracking
CommunityAddressSubmittedDays WaitingContactStatus
📞 CCXO — Full Communications & Customer Experience
All Open Communications — Needs Response
ContactChannelTimeTopicPriorityAssigned To
Google Reviews — Open & Recent
ReviewerStarsDateSnippetResponse Status
Post-Job Follow-Up Tracker
CustomerJob TypeCompletedSurvey SentReview RequestedReview ReceivedReferral Asked
☕ Water Cooler
📍 South Florida
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😄 Water Cooler
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