Dashboard
Pipeline —
Notification
Loading QuickBooks data from Excel exports…
Syncing BuilderTrend data from exports…
Syncing BuilderTrend data from exports…
Revenue vs. Cost by Dept
Project Status Breakdown
🏆 Top 5 Healthy Projects
| Calculating... |
⚠️ Top 5 At-Risk Projects
| Calculating... |
⏱️ Recent System Activity
Fetching recent activity...
Active Projects Ledger
Showing all projectsMonthly Revenue vs. Outlay (Run-Rates)
Cost Breakdown by Department
Project Profitability Matrix
Top 5 Vendor Expenditures
Recurring Job Details & Budget
| Job / Building | Portfolio | Read Type | Total Mtrs | Monthly Rev | Manual Hrs Bdg | Manual Hrs Act | Remote Hrs Bdg | Remote Hrs Act | Total Hrs Bdg | Contract End | Alerts |
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Employee Utilization & Costs
| Employee Name | Primary Role | Total Hrs | Billable Hrs | Utilization | Allocated Cost |
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Recent Vendor Bills (Accounts Payable)
| Date | Job / Project | Vendor | Overhead / IS Category | Amount | Status |
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Accounts Receivable Ledger
| Invoice # | Customer / Client | Revenue Category | Total Billed | Outstanding | Status |
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Purchase Order Commitments
| PO Number | Job Name | Vendor | Created | Total Cost | Paid | Remaining | Status |
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New Overhead Entry
Overhead Entries
| Description | Category | Frequency | Amount |
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