Overview
LiveFinancial · Operational · Sales · Marketing · Customer
Revenue MTD
$197,420
+16.0%
AR Overdue
$31,200
-9.0%
Jobs Scheduled
14
+7.0%
Quote Conversion
43.0%
+2.0%
Tech Utilisation
76.0%
-3.0%
Avg Job Value
$18,450
+14.0%
Open Pipeline
$94,800
+11.0%
Cost Per Lead
$153
-5.0%real
Revenue — 30 days
Jobs by status
AI Alerts
4 ACTIVEA$6,450 overdue 18 days — Mooloolaba Developments
No payment since 24/03. Two reminders sent. Consider a phone call or firm letter today.
Google Ads: $268 spend on 17/03 — 3x daily average
DNHQ | Search campaign spent $268 vs ~$153 daily average. 3 conversions that day — ROI was positive but flag for budget review.
Job J-41742 Solar & Battery Install — $57,938 scheduled
Largest job this month. McEffer, Patrick. Employee scheduled status — confirm crew + materials before start date.
Quote Q-22130 converted to job — $17,688
14kw ducted system installation for Lee, Angus. Converted 10/04. Confirm scheduling.
Upcoming jobs
Solar & Battery Install — McEffer, Patrick
McEffer, Patrick · TBC · 13/04/2026
$57,938
14kw Ducted System Installation — Lee, Angus
Lee, Angus · TBC · 14/04/2026
$17,689
Split system service — Noosa Springs unit 4B
Noosa Residences · TBC · 12/04/2026
$385
Multi-head split install — 22 Hillview, Buderim
Jenkins, R. · TBC · 15/04/2026
$9,200
Heat pump commission — Level 3 fitout
Buderim Business Hub · TBC · 16/04/2026
$14,600
Overdue invoices
$31,200INV-2318 · Mooloolaba Developments
18d overdue · due 25/03/2026
$6,450
INV-2324 · Maroochy Builders
11d overdue · due 01/04/2026
$9,200
INV-2331 · Coastal Estates QLD
7d overdue · due 05/04/2026
$3,900
INV-2338 · Noosa Residences
4d overdue · due 08/04/2026
$4,150
INV-2345 · Greenlane Property Co
2d overdue · due 10/04/2026
$7,500
Lead sources (MTD)
42
30
18
15
0