Command Centre

Live

Performance Overview

Monthly fiscal tracking and efficiency metrics — Real-time data from ServiceM8 Sync, Xero & RosterElf

+12.4%

Revenue

$117,100

vs $127,050 last month

vs. Last Month

-3.2%

Jobs Completed

Revenue $18,400 | Labour 920 hrs

vs. Last Month

+8.1%

Quotes Issued

128

$420k Quoted Revenue

vs. Last Month

-0.8%

Client Retention

77.2%

4 Churned | 72 Lost

vs. Last Month

+5.2%

Avg Job Value

$1,126

Increasing trend

vs. Last Month

+5.2%

Net Profit (EBITDA)

$28,052

24% Net Margin

vs. Last Month

+2.1%

Cash Balance

$37,052

Available liquidity

vs. Last Month

+10.5%

Quote Conversion

56%

Target: 70%

vs. Last Month

-1.2%

Avg Time to Accept

3.4 Days

Target: < 5 days

vs. Last Month

Conversion Funnel

Quarterly Pipeline Performance

Initial Enquiries240 Leads

100%

Site Visits Scheduled182

76%

Quotes Issued148

62%

Accepted Quotes92 Won

38%

In-Period Performance (May)

Actual wins this month, regardless of lead origin

32 Quotes

$64,200 Secured

Forward Workload

Confirmed bookings for next 30 days

MAY

Maintenance Projects

42 Slots Booked (85% Capacity)

MAY

Soft Landscaping

12 Projects Confirmed

JUN

Hard Landscaping

Start date for 'South Garden'

JUN

Inspection Round

8 Sites Scheduled

Labor Utilization92%

Revenue Metrics

Monthly revenue comparison with previous year

Current Month

$32,500

Year to Date

$184,200

vs Last Year

+14.2%

Gross Margin %

Profitability analysis by cost category

Target: 45.0%

Current Month

42.8%

Year to Date

44.1%

vs Last Year

-1.2%

42.8%

Material Costs28.5%

Labour Costs28.7%

+5.2%

Rev Per Labour Hour

$0.00

ServiceM8 Sync Revenue / RosterElf Hours

vs. Last Month

-2.1%

Billable Utilisation

Active vs. Clocked hours

vs. Last Month

+1.5%

Overtime %

0.0%

Total OT hours / Base hours

vs. Last Month

-0.8%

Rework %

0.0%

Jobs tagged 'Rework'

vs. Last Month

Daily Productivity vs. Margin

Actual daily performance vs. target profitability thresholds

Average Job Value Trend

Last 30 days vs previous period

$420+$45

Jobs per Crew

Target efficiency comparison

8.2 avg

Win Rate Trend

Quote acceptance rate comparison year-over-year

2024 2023

Lost Quote Reasons

Why quotes are being declined — actionable insights

Price Sensitive

48%

Timing / Availability

32%

Scope / Design Fit

20%

Advanced Intelligence

Revolutionary metrics for complete operational visibility

Customer Satisfaction

NPS Score — Great

First-Time Fix Rate

Target: 90%

Avg Response Time

0.0 hrs

Target: < 4 hours

Safety Score

42 days without incident

Cost Per Acquisition

Across all channels

Cancellation Rate

5 of 104 jobs | Target: < 5%

Equipment Utilisation

Fleet & asset tracking

Overdue Invoices

12 invoices pending

Seasonal Demand Pattern

12-month demand index for resource planning

Peak: NovemberLow: December

Communication Analytics

Client engagement metrics

Emails Sent

520

SMS Sent

322

Open Rate72%

Reply Rate45%

Template Usage68%

Travel vs On-Site Time

Optimise routing for maximum productivity

Avg Travel

38 min

Avg On-Site

185 min

Travel Ratio: 17%Fuel Cost: $4,200/mo

Crew Performance Metrics

Individual team member efficiency and performance tracking

Crew Lead	Efficiency Rate	Avg Jobs/Day	OT Hours	Rework Tags	Status
AM Alex Miller	88%	4.2	1.5h	0	On Target
SJ Sarah Jenkins	92%	5.1	0h	1	On Target
TR Tom Richards	72%	3.4	4.2h	0	Review
MC Mike Chen	85%	4	2.1h	1	On Target
LP Lisa Park	78%	3.8	0.5h	2	Review

Active Pipeline Deals

Current opportunities in the sales pipeline

Client / Project	Status	Value	Expected Date	Probability
Hanson Residence Japanese Garden Concept	Proposal Review	$8,450	May 24, 2024	70%
Oakwood Estates Quarterly Maintenance Contract	Site Visit Done	$2,200/mo	Jun 02, 2024	45%
Riverway Commercial Roof Garden Installation	Negotiation	$24,900	May 30, 2024	90%
Metro Tower Facade Maintenance	Quote Sent	$18,500	Jun 15, 2024	55%
Sunrise Villas Landscape Redesign	Initial Contact	$12,800	Jul 01, 2024	25%

Cash Flow Forecast

Projected cash position for next 90 days

Current

$84.2k

30 Days

$92.4k

60 Days

$88.1k

90 Days

$95.6k

Response Time Analytics

Speed of enquiry response by channel

Avg Response

2.4 hrs

Target: < 4 hrs

Breakdown

< 1 hour35%

< 4 hours52%

< 24 hours11%

> 24 hours2%

By Channel

Phone

0.5 hrs avg

4.2 hrs avg

Online Form

2.8 hrs avg

Referral

6.1 hrs avg

Revenue Quality

Margin analysis and rework tracking

Gross Margin (Overall)

42.5%

Labour Cost %

28.4%

Materials %

19.1%

Rework Jobs

4.2%

Sales Effectiveness

Conversion rates and quote follow-up analysis

Conversion Rate (Finalised)

64%

Optimal Target (60%+)

Lost Quote Reasons

Price too high

45%

No response

30%

Timing issue

15%

Avg Time to Quote

1.2 Days

Quotes Outstanding

42 Quotes

$115k Potential Value

Labour Utilisation

Analysis of billable vs. paid hours by team

76%Total Efficiency

Maintenance Team82%

Landscaping Team64%

Installation Team79%

Emergency Response91%

Billable Hours Non-Billable / Paid

Revenue Trend (6 Months)

Monthly revenue trajectory with year-over-year comparison

Cash Position vs. Debtors

Liquidity analysis and accounts receivable

Available Cash

$84,200

Accounts Receivable

$32,500

Cash Ratio

2.59x

Collection Rate

94.2%

Debtor Days

18.4

System Health & API Connectors

Real-time integration status monitoring

ServiceM8

Synced 2 min ago

Xero

Synced 5 min ago

RosterElf

Synced 3 min ago

Google Calendar

Synced 1 min ago

System Uptime: 99.8%Last Full Sync: 2 minutes ago