Days Sales Outstanding — the time between sending an invoice and getting paid. The industry-wide benchmark is brutal; visibility shrinks it
23%
of trades invoices go past 60 days
NACM 2024 — once an invoice crosses 60 days, recovery probability drops below 70%. Visibility on day 31 is worth more than effort on day 91
$0.94
of every $1 of trades revenue is consumed by costs
BLS construction services — net margin in residential trades averages 6%. Owners often don't notice expense creep until quarterly bookkeeping
3 in 5
owners can't state today's cash position
Intuit SMB 2024 — most owners only see cash via end-of-month bookkeeper reports. By the time they see it, the decisions that mattered are already made
The Revenue Dashboard is the second tab under Dashboard, and it's the one a CFO-minded owner opens on Monday morning. The headline question is always the same — am I making money, getting paid, and not bleeding on expenses? Everything on this page answers some variation of that. Numbers refresh live as invoices are sent, payments clear, and receipts are scanned in the field.
The chart owners ask for first. Twelve weeks of weekly revenue collected (blue bars, money in) plotted against weekly expenses paid (red bars, money out), with a running net line floated on top. Hovering any week shows the exact dollar figures, the largest contributing invoices, and the largest expense categories.
Weekly Cash Flow · Last 12 Weeks
Revenue InExpenses OutNet
12-week Revenue In
$302,400
12-week Expenses Out
$205,200
12-week Net
$97,200
Why this chart matters: a single bar chart of revenue tells you whether last week was good. A two-series chart with a net line tells you whether the business is structurally healthy. If expense bars grow faster than revenue bars over several weeks, you're losing margin even if top-line is up — and the green line will dip even while the blue bars rise. Catch that in the chart, not in the year-end tax return.
Field expenses show up the moment a tech snaps a receipt in the mobile app. The receipt is OCR'd, auto-categorized, and tagged to the active job. This panel surfaces the categories that are eating margin and the techs who are spending the most — both for cost discipline and for catching the occasional "I'll just put it on the company card" drift.
The dashboard's secret weapon. Every active project shows committed revenue, costs scanned-in-to-date, projected margin, and whether it's tracking ahead or behind budget. The moment a project's expense scans push the margin below the threshold you set, it turns red — long before a quarterly report would catch it.
Customers ranked by lifetime A/R lateness, not just current overdue balance. A customer who's never been on-time for three years is more dangerous than a one-time slip — even if today's invoice isn't yet overdue, their history says it will be. This panel feeds the deposit/prepay rule logic downstream.
CustomerAvg LateOpen A/RPatternSuggest
Carl Mendez58 days$2,200Always pays — slowlyDeposit
Linda Park41 days$1,000Stalled twice this yearNet 14 terms
Sarah Johnson32 days$800Drift on small invoicesAuto-charge